XM and XT series Retail System Scales - Avery Berkel · XM and XT Setup and Programming Guide...

XM and XT series

Retail System Scales

Setup and Programming Guide

©Avery Berkel, 2013. 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.

XM and XT Setup and Programming Guide 3

Contentspage no.

1 Before you Begin

1.1 Overview 81.1.1 Typical sales screen 8

1.1.2 Manager mode 8

1.2 Using Manager mode 91.2.1 Manager mode layout 9

2 System Data

2.1 System data 12

2.2 Products 132.2.1 Editing a PLU 13

2.2.2 Creating a PLU 15

2.2.3 PLU Editor fields 17

2.3 Operators 252.3.1 Setting up a new operator 26

2.4 Discounts 302.4.1 Discount rates 30

2.4.2 Setting up a discount 30

2.5 Tares 322.5.1 Creating/editing container weights 32

2.5.2 Assigning a stored tare 33

2.6 Tax rates 342.6.1 Setting up tax rates 35

2.7 Ledgers 362.7.1 Setting up an account 36

2.8 Messages 382.8.1 Message Category 40


2.9 Payments 41

2.10 Departments 44

2.11 Groups 45

2.12 Miscellaneous fees 50

3 System Setup

3.1 Setting date and time 54

3.2 Configuration 553.2.1 Network parameters 55

3.2.2 Setting network parameters 66

3.3 Touch menus 673.3.1 Bestseller keyboards 67

3.3.2 Static keyboards 67

3.3.3 Dynamic keyboard options 78

3.3.4 Key appearance 89

4 Machine Setup

4.1 Networks overview 94

4.2 Comms Setup (Store networks) 954.2.1 Wired setup 95

4.2.2 Wireless setup (WLAN) - RF comms (optional) 98

4.3 Network setup 1014.3.1 Scale Networking 101

4.3.2 Ping 102

4.3.3 Remap Network 102

4.4 Level scale 103

4.5 Reset Best Sellers 103

4.6 Machine Settings 1044.6.1 Home Keyboard 104

4.6.2 Machine Department 104

4.6.3 Other settings 104


4.7 Printer Settings 1084.7.1 Printer settings menu 108

4.7.2 Label Taken Sensor 111

5 Data Reports

5.1 Data reports 1145.1.1 Verify labels 114

6 Totals Reports

6.1 Overview 1166.1.1 Report printing 116

6.1.2 Missing fields 117

6.2 Totals reports 1186.2.1 Report numbering 118

6.2.2 Report fields 118

6.2.3 Operator Totals report 119

6.2.4 Operator Sales report 120

6.2.5 Tax totals report 120

6.2.6 Machine report 121

6.2.7 System cash report 121

6.2.8 Grand totals report 122

6.2.9 Items report 122

6.2.10 Group report 123

6.2.11 Hourly Sales Report 123

6.2.12 Trace totals 124

6.2.13 Security report 124


7 Diagnostics and Transactions

7.1 Save Log File and Log Persistence 126

7.2 Transactions 127

8 Data Transfer via USB

8.1 Backing up 1328.1.1 Backup Entire System 132

8.1.2 Scheduled Backup 133

8.1.3 Backup Product File Only 141

8.2 Restoring 142

9 Media Distribution andConfiguration

9.1 Media Distribution using USB Memory Stick 1469.1.1 Media Configuration File 147

9.1.2 Media File Specifications 151

XM and XT Setup and Programming Guide

Before you Begin

This chapter lists the fields you will see on the touchscreen and describes how to access manager mode functions.

Contents1.1, Overview

1.1.1, Typical sales screen

1.1.2, Manager mode

1.2, Using Manager mode

1.2.1, Manager mode layout

1

1.1 Overview 8


1

1.1 Overview

1.1.1 Typical sales screen

Figure 1.1 Typical PLU selected display

1. Product information and sales messages

2. Tare weigh

3. Weight

4. Unit price

5. Total price

6. Scale condition icons

7. Print label

8. Menu bar

9. PLU description

1.1.2 Manager modeImportant: You must be in Manager Mode in order to perform a programming operation.

1

2

3

4

5 6

7

8

9

1.2 Using Manager mode 9


1

1.2 Using Manager mode

1.2.1 Manager mode layout

To enter manager mode:

Press the menu bar key to display the menu bar.

1. Select Setup Mode from the Menu bar.

2. Select Manager Mode on the Setup Mode screen.

3. Select 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.

1.2 Using Manager mode 10


1

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System Data

This chapter tells you how to program the system data required for all the scales on the network.

Contents2.1, System data

2.2, Products

2.2.1, Editing a PLU

2.2.2, Creating a PLU

2.2.3, PLU Editor fields

2.3, Operators

2.3.1, Setting up a new operator

2.4, Discounts

2.4.1, Discount rates

2.4.2, Setting up a discount

2.5, Tares

2.5.1, Creating/editing container weights

2.5.2, Assigning a stored tare

2.6, Tax rates

2.6.1, Setting up tax rates

2.7, Ledgers

2.7.1, Setting up an account

2.8, Messages

2.8.1, Message Category

2.9, Payments

2.10, Departments

2.11, Groups

2.12, Miscellaneous fees

2

2.1 System data 12


2

2.1 System dataNote: Modifications to System Data can only be made on a server or stand-alone scale.

The functions and information that you may need to edit are found in System Data. If you have a scale network set up, System Data applies to all the scales in that network. You can create and edit system data at a scale, or use one of the appropriate software applications.

Adding or changing data

The steps for setting up an operator are described in section 2.3, Operators. To add or change data in any of the other tables follow the same procedure. The individual records may be different but the principle is the same and the scale software will take you through it.

2.2 Products 13


2

2.2 ProductsImportant: Remember, you must be in Manager Mode in order to perform a programming operation.

2.2.1 Editing a PLU1. From the Manager Mode screen, select System Data.

2. Select Products from the System Data screen.

3. Select Create/Edit Product from the Products screen.

The default department set up for the scale is displayed.

4. Select the product you want to edit from the list displayed in the table.

Note: You can search for the PLU you want using the scroll buttons or by entering text or numerical characters.

5. Touch to confirm the selection.

Figure 2.1 Product selection screen

Change department

Scroll buttons

Scroll buttons

Font size

Select text or numeric search

2.2 Products 14


2

6. Use the scroll buttons to highlight the field you require (for

example, Price), and touch .

7. Use the numeric keypad to enter the new price.

8. Touch to confirm the entry.

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

.

10.Touch to save your changes.

2.2 Products 15


2

2.2.2 Creating a PLU

1. From the Manager Mode screen, select .

2. Select .

3. Select .

4. If you want to create a PLU in a department other than the one displayed, use the left and right arrows at the top of the product selection screen (see figure 2.1, page 13).

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

Note: The PLU editor automatically highlights the next field in the PLU editor when you confirm your changes.

6. Touch to enter the description. When you have

finished, touch to confirm the entry.

Note: Text 1 and 2 are typically used for displaying additional information on the label.

7. Use the numeric keys to enter the unit price.

2.2 Products 16


2

8. Use the Price Base field for products priced on weight.

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

10.Touch to save your changes.

2.2 Products 17


2

2.2.3 PLU Editor fieldsSome fields in the PLU Editor require that you select values or categories (e.g. Trace Scheme) from lists defined in your scale setup. As described in other sections of this guide, you can set up and edit most of these lists yourself.

If you cannot find the value or category in these lists, you may need to contact your Avery Berkel service provider for assistance.

Field description

Price

The unit price for weighed goods or the item price for non-weighed items.

Product Type

Determines the way the price of the product is calculated (by weight, by count, fixed price etc.).

Promotion

Allows you to enable and disable promotions.

Promotion Type

Allows you to set the type of promotion: None, Items Free, Weight Free, Price Break or Discount.

Print Format ID

Sets the label format or other stationery format to be used.

Barcode Format

Type of barcode assigned to this product for printing on a label.

EAN Code

Character string representing the digits in the barcode. Enter the prefix for the barcode format to be used and the article number.Tare Value

Container weight value that will be subtracted from the gross weight of goods sold in containers.

Date 1 Offset and Date 2 Offset

Number of days/hours calculated from the date when the item was packed. Normally used for ‘sell by’ and ‘use by’ dates.

Trace Scheme

Select None if no traceability is required or select the appropriate scheme for the product.

Tax Rate 1 and Tax Rate 2

Select the tax rate for the product. See section 2.6, Tax rates.

2.2 Products 18


2

NetWeight Value

Weight value of a non-weighed product sold on an average weight basis. For example, 400g for all loaves of a certain size.

Message ID 1 and Message ID 2

Note: When editing PLUs in Manager Mode, the message category for message ID 1 and 2 is fixed as sales message and you will only see the list of sales messages available.

Select this field and touch to display the list of sales messages available for use with this PLU.

Message ID 10

Note: Message ID 10 cannot be changed when in Manager Mode, but requires MxSBT.You can display a QR barcode on the customer display which is related to the selected PLU.The QR barcode is displayed when the PLU sales message 10 is defined and contains some data.The associated sales message can be setup to contain a fixed URL or it can be setup to fetch one of the PLU texts which may contain more PLU specific information.

QR Type Barcodes

You can add QR and MicroQR type barcodes to a label and also show on the customer display.

QR barcodes can encode data more efficiently in some cases if only uppercase letters are used. You should encode a URL as follows; "HTTP://MYSITE.COM/FOO..." rather than "http://mysite.com/foo..." However, this depends upon the web server responding to requests correctly when the URI is uppercased. It's not necessarily true that URIs and paths are treated as case-insensitive by a web server, since URIs are technically case sensitive.

Print QR Type Barcodes

To Print a QR or MicroQR barcode:

1. Using MXTool, design a label format with a barcode type field. This field has a reference to a QR barcode format.

2. The most common application of QR barcodes is to encode the text of a URL such as http://google.com/m . Encode exactly the text of the URL in the barcode for example "http://google.com/m" and make sure you include the protocol ("http://", here) so that it is recognized as a URL.

Display QR Type Barcodes

You can display a QR barcode on the customer display which is related to the selected PLU.

The QR barcode is displayed when the PLU sales message 10 is defined and contains some data.

The associated sales message can be setup to contain a fixed URL or it can be setup to fetch one of the PLU texts which may contain more PLU specific information.

2.2 Products 19


2

Figure 2.2 QR Barcode Displayed

Group

Assigns the PLU to a product category. See section 2.11, Groups.

Information Label

Selects whether an information label is printed or not.

2.2.3.1 PromotionsYou can program PLUs with a promotional price or offer.

Five types of promotion are available:

Price break promotion

Discount promotion

Items free promotion

Weight free promotion

Mark down promotion

Sales receipts and labels can be printed with messages giving details of the savings or benefit to the customer. A suitable label format must be selected when programming the PLU for promotional information to be printed on the label.

Note: Applying a manual discount to a PLU disables the promotional discount.

Price break promotion

You can program a PLU with a second and third unit or item price and two different weighed quantities or number of items that enable the second and third prices.

The promotional price is enabled when the pre-programmed weight or quantity is purchased.

2.2 Products 20


2

If you do not program a third price and a second trip value, then only the second promotion price and its trip value will apply.

You can change the unit or item price and the promotional prices using Change Price.

Note: If you program the weighed quantity as 0.00, or the number of items as 0, the promotion will always be enabled.

Sales receipts and labels can be printed with details of the savings to the customer.

To print promotional information on the label, you must select an appropriate label format when programming the PLU.

Discount promotion

A discount promotion applies a percentage reduction on the normal selling price. It is applied automatically when the quantity of weighed goods or the number of items equals or exceeds the trip value set in the PLU.

You must enter the percentage as a whole number. For example, a price reduction of 5% must be entered as 5.00.

Item/weight free promotion

The system automatically scales up the free quantity according to the amount purchased.

For example:

Buy three and get one free (item free).

Buy 500g and get 100g extra free (weight free).

Item free promotions can be applied to weighed goods and non-weighed items.

They can be used for products such as hamburgers that are priced by weight but generally sold by number.

Example: Buy 4 hamburgers and get 1 free.

When programming the promotion, enter 1 for the number of free items and 4 for the item break.

The weight and total price of 4 hamburgers is calculated from the weight of 5 hamburgers on the weighplate and the unit price.

When serving a customer, the operator weighs all 5 hamburgers and enters 5 for the number of items. The value of the transaction is calculated automatically with the appropriate quantity (1) given free.

2.2 Products 21


2

Mark down promo

A mark down promotion allows you to temporarily mark down the price of an item by entering a reduced value.

Mark down can also be set up as a function to appear on the keyboard as products are traded, thereby allowing a quick price change function (e.g. reducing prices of items nearing their sell-by date). If the function is activated, the promotion is automatically set.

Products that have a mark down promotion assigned to then appear

with a symbol against the unit price:

Setup timed promotions

A timed promotion can be setup for a PLU. This function is accessible from 'Manager Mode' as follows:

1. Touch 'Setup Mode'

2. Touch 'Manager Mode'

3. Touch 'Operator 1'

4. Enter PIN

5. Touch 'System Data'

6. Touch 'Products'. The 'Products' screen is displayed.

£ / kg

2.99

2.2 Products 22


2

7. Touch 'Timed Promotions'. The 'Time Period' screen is displayed. You can now create and edit the time periods used for promotions.

Assigning promotion time periods

In 'PLU Editor' once you have enabled the promotion, the PLU can be assigned two separate time periods; 'Promo Time Period 1' and 'Promo Time Period 2'.

1. Touch 'Setup Mode'

2. Touch 'Manager Mode'

3. Touch 'Operator 1'

4. Enter PIN

5. Touch 'System Data'

6. Touch ‘Products’.

7. Touch 'Create/Edit Product'

8. Enter the number for the PLU and select .

2.2 Products 23


2

9. When the promotion is 'Enabled', the PLU can be assigned two separate time periods; 'Promo Time Period 1' and 'Promo Time Period 2'.

10.To enter the time period do the following:

a. Promo Time Period 1: You must first select the type of promotion required using the 'Timed Promotions' function. Refer to Setup timed promotions on page 21.

2.2 Products 24


2

b. From the ‘PLU Editor’ screen, select ‘Promo Time Period 1’

and touch . The ‘Promo Time Period 1’ window is

displayed.

Note: When you save the selection in the 'Promo Time Period 2' window above, further PLU editor windows and keypads will open automatically. Refer to 2.2.3, PLU Editor fields, for a description of the remaining editor fields.

c. Using the arrows, select the promo time period.

To save, touch . When you save the selection, the 'Promo Time Period 2' window opens...

d. Using the arrows, select the promo time period.

To save, touch .

2.3 Operators 25


2

2.3 OperatorsThe information you need to set up an operator is listed here, followed by the steps for setting up an operator.

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 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 ID

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.

You can create or modify operator roles in the MX-SBT application.

Operator Status

This can be set to either Enabled or Disabled. The default is Enabled.

2.3 Operators 26


2

2.3.1 Setting up a new operator1. Select Operators from the choices displayed in System Data.

2. Touch to add a new operator.

3. Select the Operator ID field and touch .

2.3 Operators 27


2

4. Enter the operator ID and touch to confirm the

change.

5. Enter the operator name and touch .

2.3 Operators 28


2

Note: To set up an operator with access to Manager Mode functions, the PIN is 4296.

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

7. Assign the appropriate role to the operator.

2.3 Operators 29


2

8. The operator status defaults to enabled. To change the status,

touch and select disabled. Touch to confirm the change.

9. Touch to save your changes.

When you have finished creating or editing operators, touch to return to the Manager Mode screen.

2.4 Discounts 30


2

2.4 DiscountsYou can apply a pre-programmed fixed discount or a variable discount to a receipt or to an individual transaction.

If the scale is operating in label mode, discounts are applied to the transaction.

2.4.1 Discount ratesDiscount rates can be fixed or variable. If the value or percentage for the discount is set to 0, the discount is variable and the operator enters the value or percentage in Sales Mode.

There are two types of discount rate:

percentage

value

You can set the security level for each discount rate. An operator will only be able to apply discount rates with a security level equal to or lower than his/her operator role level.

Note: You must enter the percentage rate as a whole number.

Percentage discounts

A percentage of the transaction value or the receipt total is deducted from the price to pay. For percentage discounts you can enter a rate from 0% to 100%.

Value discounts

For value discounts you can enter a value from 0 to a maximum equal to the total transaction or receipt value and this value is deducted from the amount to pay.

2.4.2 Setting up a discount1. Select Discounts from the System Data screen.

Any discounts already set up on the scale will be listed.

2. Touch .

3. Highlight the Discount ID field and touch . Use the numeric keys to enter the ID number for the tax rate.

4. Touch to confirm your changes.

5. Enter the description and when you have finished touch

to confirm the entry.

6. Select either the Discount Percentage or Discount Amount field

2.4 Discounts 31


2

7. Use the numeric keys to enter the percentage or the value of the

discount and when you have finished touch to confirm the entry.

Important:A percentage must be entered as a whole number.

For example, 10% must be entered as 10.00 not 0.1

8. Select percentage or value for the Discount Type field. When you

have finished, touch to confirm the entry.

9. Use the numeric keys to enter the value for the Operator Role ID.

Touch to confirm the entry.

10.Touch to save the Discount Rate you have created.

Editing a discount

1. Select the discount rate you want to edit from the list displayed.

2. Highlight the field you want to edit in the list and touch .

3. Change the data for the field. When you have finished, touch

to confirm the change.

If you do not want to change the data, touch .

4. When you have finished editing the discount rate, touch

to save your changes.

Discount keys

Note: If you set up a discount key without assigning a discount reference to it, the operator is prompted to enter the discount reference number.

You can only apply discounts if you have set up the appropriate discount keys on the sales mode keyboard, see 5.1, Data reports on page 114.

2.5 Tares 32


2

2.5 TaresNote: 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.

Each tare is assigned to a dedicated touch button. Depending on how your machine has been configured, the tare buttons can be accessed from:

a dedicated touch button on the function menu bar

a dedicated key on the programmable key area below the touchscreen.

2.5.1 Creating/editing container weightsEditing a tare

1. Select Tares from the System Data screen.

The list of container tares is displayed.

2. Highlight the tare you want to edit from the list displayed in the table and touch the Select button

3. Select the field you want to edit and touch . If you do

not wish to change the data, touch .

4. Edit the data and touch to confirm your changes.


Creating a tare

1. Select Tares from the System Data screen.

The list of container tares is displayed.

2. Touch .

3. Select the container ID field and touch . Use the numeric keypad to enter the new tare ID number.


5. Enter the description and touch to confirm the entry.

2.5 Tares 33


2

6. Use the numeric keys to enter the tare value and touch



2.5.2 Assigning a stored tareYou can:

Enter a tare reference number when programming a PLU.

Enter a tare reference when assigning a dedicated (preset) tare key.

See 5.1, Data reports, page 114.

2.6 Tax rates 34


2

2.6 Tax ratesIf 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 that are non-taxable.

Inclusive tax

The value of the transaction is displayed including the tax.

Exclusive tax

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.

Important: Tax rates are entered as a percentage. Remember to enter the digits after the decimal point, for example, enter 10% as 10.00.

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:

Tax reference

Tax rate

Net sales

Tax value

Gross sales.

Printing the tax

Your machine has been configured for one of three tax printing options:

Note: See ‘Tax printing on receipts’ in the Operator Instructions.

1. Printing the total tax value on receipts

2. Printing the individual tax rate values on the receipt

3. No tax printing.

2.6 Tax rates 35


2

2.6.1 Setting up tax rates1. Select Tax Rates from the System Data screen.

2. Touch .

3. Select the Tax Rate ID field and touch . Use the numeric keys to enter the ID number for the tax rate.


5. Enter the description and touch to confirm the entry.

6. Use the numeric keys to enter the value of the tax rate and touch



2.7 Ledgers 36


2

2.7 LedgersThis function enables you to set up and manage accounts for the business. These accounts could be:

Customer accounts

Trade accounts (suppliers or customers)

Stock functions.

Stock functions might include specific areas of the business against which to charge goods. For example, if you are writing off stock, you might wish to charge it against a specific department such as electrical goods, toiletries or delicatessen.

2.7.1 Setting up an accountWhen you create an account you must enter:

An account reference ID

The account name

The credit status of the account holder

The credit status can be either the value of the credit allowed or a code representing the credit value allowed.

The account ID and name are printed on the received-on-account slips and the account summary slip. The account ID is printed on the receipt when goods are charged to the account.

Creating an account

1. Select Ledgers from the System Data screen.

2. Enter the account ID. Use the touch keyboard for alpha characters and the numeric keypad for numbers.

3. Touch .

4. Touch to be able to enter the account name and touch


5. Enter the details for the Account Credit Status and touch


6. Touch to save the account you have created.

2.7 Ledgers 37


2

Editing an account

You can edit the account name and credit status, but you cannot edit the account ID.

You can copy the account name and credit status and give the account a new ID.

If you no longer require an account, you can delete it.

2.8 Messages 38


2

2.8 MessagesMessages 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.

Edit/create a message

To see the list of messages already available for a category, highlight

the category and then touch to see the messages in that

category. You can edit an existing message or touch to create a new message.

Touch New

2.8 Messages 39


2

Edit/create a message category

You can edit a message category description or you can create new descriptions.

1. Select Messages from the System Data screen. The list of message categories is displayed.

2. Highlight the message category description you want to edit from the list displayed in the table and touch the select button.

3. Edit the description using the touch keyboard for alpha characters and the numeric keypad for numbers. When you have

finished touch to confirm the change. If you do not wish

to change the data touch .

Refer to the following example to edit a Help message:

1. From the ‘Message Category’ screen select ‘General’ and touch

. A different list of ‘Description’ IDs is then displayed.

Select ‘Miscellaneous’ and touch . The ‘Message’ screen is displayed.

2. From the ‘Description’ column select “Do you require

assistance? For machine problems” and touch . A keypad is displayed where you can then edit the message. To

save changes touch . A message window is displayed “Save

Succeeded”.

2.8 Messages 40


2

2.8.1 Message CategoryNote: Message categories are defined in Service Mode and cannot be changed from Manager Mode.

There are four message groups that contain the following category values used by XM and XT series scales.

1. General

Generic Traceability Text - message category 31

Operator Prompts - message category 33

Miscellaneous - message category 34

2. Label

Ingredient Text - message category 1

Date Text - message category 2

Advert Text - message category 3

Sales Messages - message category 14

Nutrient Messages - message category 25

Store Name - message category 26

Contents - message category 32

3. Receipt

Receipt Header Text - message category 22

Receipt Footer Text - message category 23

Adjustment Reason - message category 27

Paid Out Reason - message category 28

Return Reason - message category 29

Void Reason - message category 30

4. Trace

ISO 3166-1 numeric country codes - message category 15

Trace Slaughter Ref - message category 16

Trace Cutting Ref - message category 17

Trace Category - message category 18

Trace Breed - message category 19

Trace Type - message category 20

Trace Species - message category 21

2.9 Payments 41


2

2.9 PaymentsThis function allows you to:

define different payment methods.

assign a dedicated touch key to each payment method if required (see 5.1, Data reports on page 114)

select one of 13 types of payment for each payment method.

select from a a range of programmable values associated with each payment type.

The table (Payment Type ID) shows which options are available for each payment type table and the default values for that option.

Table 1: Payment table default values

Payment Type ID

The identification number for the Payment Type.

Allow Change

You can programme a payment method to allow or disallow change payments.

Allow refund

When a receipt total has a negative value, and the payment key selected allows refunds, the receipt or ADD label is printed. If refunds are not allowed for the payment method selected you will see the message Refunds Disabled.

Payment KeyNum. (1 - 15)

1 2 3 4 5 6 - 15

Payment Method (Description)

Cash Cheque Card Account Coupon

Payment Type Local Cash General Credit Card

Account Coupon Stock Movement

Disabled

Pre-set Amount 0.00 0.00 0.00 0.00 0.00 0.00

Minimum Amount 0.01 0.01 0.01 0.01 0.01 0.01

Maximum Amount 99,999.99 99,999.99 99,999.99 99,999.99 99,999.99 99,999.99

Allow Change Yes No No No No Yes

Allow Refund Yes No Yes Yes No Yes

Forced amount entry No No Yes Yes Yes No

Open Drawer Yes Yes Yes Yes Yes Yes

CurrencyID £ £ £ £ £ £

Operator Role ID 0 0 0 1 0 0 0

2.9 Payments 42


2

Currency ID

The currency symbol reference numbers are the same as those used to configure currency in service mode. Use the numeric keys to enter the reference number you require

The payment name, the value in foreign currency and the conversion rate used is printed on the receipt.

Description

You can create a description (payment name) or edit an existing name. The payment name is displayed when a payment is entered and is printed on receipts and cash reports.

Forced Amount Entry

If Forced Amount Entry is enabled, you must enter the payment value.

If Forced Amount Entry is not enabled and the payment key is pressed without a value entered, then the machine will assume that an exact payment has been made.

Currency symbol reference numbers00 user defined

10 Lit 20 Pta 30 Won 40 Q 50 SR

01 £ 11 P 21 Rp 31 bt 41 TL 51 YR02 $ 12 E 22 mk 32 Pts 42 F (Belgium) 52 Ft03 R 13 K 23 DPX 33EEK 43 BD 53 kn04 F (French) 14 M 24 SR 34 Lt 44 LE 54 Lm05 Kr 15 D 25 zt 35 € 45 JD Ksh06 DM 16 RM 26 Kc 36 Eur 46 KD07 S 17 L 27 SK 37 R$ 47 LL08 Fr 18 N$ 28 kr 38 B 48 RO09 f 19 Esc 29 Dhs 39 C 49 QR

3.39

£3.39

05#10041230

Total £3.39

APPLES

£/kg £kg

0.900.550 0.49

Cash

£0.00Change

Transactions 3

Rate TaxRef

0.00%0

THANK YOU FOR SHOPPING AT

AZ SUPERMARKETS

Value

0.00Payment name

2.9 Payments 43


2

Minimum Amount

Payment entries below the programmed minimum value are not allowed.

Maximum Amount (HALO)

Payment entries above the programmed maximum value are not allowed.

Open drawer

Each payment key can be programmed to open or not open the cash drawer. When more than one type of payment has been entered the cash drawer will open if any one of the payment types has been programmed to open the drawer.

Operator Role ID

Assigns the operator role to the payment method. Payment entry is allowed only if the operator role is equal to or higher than the operator role set for the payment method.

Preset Amount

Payment methods programmed with a pre-set value will only allow a payment entry that matches the pre-set value. For example, you could have a dedicated touch key for £50 notes.

Payment type

Select the payment type from the list displayed or use the numeric keys to enter the appropriate number.

The payment types available are:

Foreign Cash Cheque Card

Credit Card Debit Card

Account Food Stamp

Coupon Gift Certificate

Trade Account Travellers Cheque

Cash EFT

Cheque

2.10 Departments 44


2

2.10DepartmentsA department is a group of machines within the store which reflects the way the store operates, for example Produce, Bakery, Fresh Meat, Fish. Each department has its own set of PLUs.

You can create as many departments as you require, assigning a Department ID to each department and giving it a name of your own choosing. One department is assigned to the scale and is the default department for that scale.

Allocating products (PLUs) to the appropriate department:

Reduces the complexity of maintaining the PLU file.

Helps to reduce errors when selecting a PLU.

You can select other departments using the up and down arrows to the right of the Department search screen.

Department keys

Note: It is not possible to assign keys to menus if the scale is configured for Bestseller keyboards.

You can assign keys to departments and link the department key to the appropriate menu/keyboard. The key can be assigned to any of the keyboard areas.

The menus and keys must be created and set up in the MX-SBT application. Contact your Avery Berkel service provider for more details.

Previous department

Next department

Create new department

Copy department

Delete department

Select department

First item in department list

Last item in department list

2.11 Groups 45


2

2.11GroupsA product group is a category such as red meat, white meat or offal to which an individual PLU may be assigned. The products assigned to a group may be from one department or several.

You can link product groups to touch keys and menus in the same way as Departments.

To create a product group:

1. Select on the Group screen.

2. Select the Group ID field and touch .

Cheese Group touch key

Cheese Group menu/keyboard

2.11 Groups 46


2

3. Enter a value for the Group ID that has not already been

assigned and touch . You can also allow the program to automatically assign the next available value when you save the new group.

4. Select the Description field and touch .

2.11 Groups 47


2

Note: When you save a new group, the next available value will be assigned as the Group ID. You can also manually assign a Group ID number that is not already assigned.

5. Enter the description in the Description screen and touch

.

6. Touch .If you did not manually enter a Group ID number, the next available value will be automatically assigned as shown in the following message. This message will also appear if you have assigned a group ID number that is already assigned to another group.

7. Touch OK.

2.11 Groups 48


2

8. Touch OK when you receive the Save succeeded message.

9. The new group will appear in the Group list.

Touch to exit Groups and return to the System Data menu.

2.11 Groups 49


2

To edit a product group:

1. Select a product group and touch .

2. Select the field you want to edit and touch .

3. Touch .

4. Touch .

5. Touch OK when you receive the Save succeeded message.

6. Touch to exit Groups and return to the System Data menu.



2

2.12Miscellaneous feesThis function enables you to add either a percentage of the total value or a fixed amount to the transaction. Examples of miscellaneous fees are:

credit card surcharge

delivery charge

gift wrapping service

Each type of fee can be configured to add the surcharge automatically or to request confirmation. For example, a surcharge for payment by credit card would be added automatically but a gift wrap charge would require confirmation that the customer has accepted the surcharge.

To create a new fee:

1. Select on the Miscellaneous Fees screen.

2. Select the field to be edited and touch . The Description screen (shown below) will open and allow you to enter information.



2

3. Enter a value for the corresponding field as shown below in the

Value column, and touch .

4. Repeat for each field you want to edit.

5. Touch to save the new fee.

6. Touch to exit.

To edit a fee:

1. Select the fee you want to edit and touch .


3. Repeat for each field you want to edit.

4. Touch to save the changes.

5. Touch to exit and return to the System Data menu.



2

53


3

System Setup

This chapter tells you how to program the machines so that they operate in the way required to match the store operations.

Contents3.1, Setting date and time

3.2, Configuration

3.2.1, Network parameters

3.2.2, Setting network parameters

3.3, Touch menus

3.3.1, Bestseller keyboards

3.3.2, Static keyboards

3.3.3, Dynamic keyboard options

3.3.4, Key appearance

3

3.1 Setting date and time 54


3

3.1 Setting date and timeThe machine has an internal clock that stores the date and time. It uses the clock to calculate the sell-by dates printed on the labels and to print the date and time on printouts and reports.

When you set the date and time on the server scale, any client scales connected to it will synchronise their clocks with the server.

The default format for the date is day/month/year.

The time is displayed to the right of the date in hours/minutes (24 hour).

Important: You must enter the appropriate separators as well as the digits for the date and time.

To set the date and time:

1. Touch in the System Setup menu.

2. Touch and to move through the date and time fields. Touch the number buttons to enter the values.

3. When you have finished, touch .You will receive an Entry Accepted message and then be returned to the System Setup menu.

3.2 Configuration 55


3

3.2 Configuration

3.2.1 Network parametersThese settings configure the way in which the functions listed operate for all the scales across a network and for stand alone scales.

Account Validation

Off - any account number accepted. You can enter any account reference and charge goods or make payments to that account.

On - only known accounts allowed. You can charge goods or make payments only to accounts that have been previously programmed in the machine.

Auto SubTotal Display

Determines whether the subtotal is displayed or not when transactions are assigned.

SubTotal Display Timeout

Sets the length of time (secs) the subtotal is displayed.

Best Sellers

Best seller status is decided by the quantities of the products traded.

Based on the number of transactions, these keys are automatically updated either once a day, once a week or immediately depending how your machine was configured on installation.

Products with the highest quantities are the best sellers but over time these quantities may drop and greater significance needs to be given to more recently traded products. Each time the bestseller keys are updated a percentage reduction is applied to bestseller quantities (see Best Seller Weighting, page 55).

Best Seller Period

Best seller key update period. The period at which the best seller menu/keyboard is re-generated from the best seller counts.

Best Seller Keys

Defines the number of bestseller keys on any one particular keyboard.

Best Seller Weighting

Note: 100% causes the quantities to be cleared. 0% disables the process.

In order to give recently traded products the highest significance by ageing older bestsellers, bestseller quantities are reduced every time the bestseller menu is generated. This value is the percentage by which the bestseller quantities are reduced.



3

Idle Timeout

Length of time (secs) the scale is inactive before idle time adverts are initiated.

Keyboard System

Defines whether the scale is using static or bestseller menus.

Keyboard Hierarchy

Allows buttons belonging to the same group to be displayed together. The grouping can be either by department or PLU group ID. If this setting is changed, you must reset the best sellers manually on each machine from Manager Mode>Machine Setup>Reset Best Sellers.

Dynamic Key Sort Order

Controls how the keys on dynamic keyboards will be sorted. If one of the best seller options is selected, the number of best seller keys shown will be limited to the configuration setting Number of Best Seller Keys.

Dynamic Key Rows/Dynamic Key Columns/Max Dynamic Keyboards

These settings control the physical layout of each keyboard and the maximum number of keyboards.

Receipt Barcode Format

This is the default for the talon barcode format. See Talon Barcode On/Talon Barcode Format, page 58.

Receipt Barcode On

Determines whether a barcode is printed on the receipt.

Receipt Footer Media ID

Determines whether media such as a logo or other graphic is printed on the bottom of a receipt.

Receipt Header Media ID

Determines whether media such as a logo or other graphic is printed at the top of a receipt.

Subtotal Display Timeout

Signifies the amount of time (secs) a subtotal display can remain idle before timing out.

Totalising

Disables or enables totalising and therefore also totals reporting.

Transaction Filter

Determines the type of transactions stored by the scale when trading.



3

Transaction Buffer

Selects the transaction buffer behaviour when it is full.

Circular New transactions will overwrite the oldest transactions and trading can continue.

Linear trading cannot continue when the buffer is full. A warning message is generated when the buffer is almost full.

Transaction storage

Determines whether transactions are stored or not after totalisation. Store transactions only if they are being collected by a back office system. Transactions storage can occupy valuable memory space and potentially slow down the scale.

Cashing Up Declaration

Note: This only applies to Machine Totals clearing reports for period 1.

If this is enabled, the operator must enter the cash drawer contents when cashing up before the totals are printed The totals reports will then list the amount entered for each payment type and any discrepancies between that value and the amount in the drawer.

Stock Print Prices

Determines whether prices are printed on stock receipts.

Hold Receipt Function

Note: Held receipts are stored irrespective of the transaction storage setting.

If the Hold Receipt Function is enabled, a Place on Hold button is didsplayed in the subtotal screen allowing the operator to place the receipt on holdat a scale that is also used for printing final receipts.

Customer Number Control

Determines how the customer numbers are generated.The number can be configured to be auto generated by the system or for manual entry by the operator.

SubTotal Receipt Format/Barcode

These two fields configure the print format for the receipt. The default settings is for a fully itemised receipt with no barcode. You can choose to have either a fully itemised or a summary receipt, with or without barcode printing.

SubTotal Receipt Barcode Format

Determines the barcode format to be used. You can use the default barcode set or select an alternative.



3

Talon Barcode On/Talon Barcode Format

These fields support talon printing. A talon is a slip containing the price to pay and an optional barcode. It is typically used when an order is placed and the customer has to return at a later time or date to collect it. The talon enables matching of the customer to the goods to be collected.

In sales mode, when talon printing is enabled, the talon will be printed after the receipt, after a two-second delay, to allow the operator time to tear off the receipt. If the receipt has not been torn off after the two-second delay, the operator will be prompted to do so.

Late Pack Hour

If an item is packed late at night, this setting allows an extra day to be added to the use-by date. For example, if a bakery item is packed at 23:00, the use-by date can be set an extra day ahead in order not to waste a day when the item is packed very late.

Button Style

Allows you to select the button type for product menus. The choices are:

1. Graphic only

2. Graphic and text (default)

3. Text only

Customer Logo

Allows you to set a customer logo. The recommended size is 166 x 90 pixels. The customer logo must be a media file, assigned to the scale by MX-SBT.

On selecting the option, you will be presented with all the media files in the scale from which you can select one.

Acceptable file formats for logos are bmp, png, jpg, tif, gif, pcx, pnm, tga and xpm. The best quality will be achieved if the dimensions of the logo match the designated size. In any case, the logo will be auto-sized to fit the available area.

Self Service Non Weighed Qty Entry

Displays a numeric keypad to allow quantity entry for non-weighed products.

Self Service PLU Button

Allows product lookup.

Self Service Find Buton

Displays a ‘Find Item’ button on the home screen allowing product lookup by text.



3

Report Header

You can add text to a report header. This text can be printed on all totals reports and is displayed below the date/time header.

To add text to a report header:

1. Touch ‘Manager Mode’.

2. Touch ‘Operator [X]’.

3. Enter PIN number.

4. Touch ‘System Data’.

5. Touch ‘Messages’. The ‘Message Category’ screen is displayed.

6. From the ‘Message Category’ screen select ‘General’ and touch

. A different list of ‘Description’ IDs is then displayed.

Select ‘Miscellaneous’ and touch . The ‘Message’

screen is displayed.



3

7. Touch the ‘Message [X],34’ screen is displayed.

Select ‘Message ID’ and touch . A keypad is displayed. Using the keypad, enter a suitable ‘Message ID’

number. To save touch .

Note: This text can be multi line and can contain font and alignment controls.

8. Select ‘Message’ and touch . A keypad is displayed.

Using the keypad enter a message. To save touch . A message window is displayed “Save Succeeded”.



3

Refer to the example report below:

To select the message to be displayed on the receipt header:




4. Touch ‘System Setup’.

5. Touch ‘Configuration’. The ‘Network Parameters’ screen is displayed.



3

6. From the ‘Network Parameters’ screen, use the buttons

to select ‘Report Header’ and touch . The ‘Report

Header’ window is displayed in front of the ‘Report Header’ screen.

7. Use the buttons to select a message. To save touch

. A message is displayed “Save Succeeded”.

Self Service Non Weighed Advert ID

When the scales are put into Self-service Mode, you can restrict the selection of a non-weighed PLU and display an advert instead.

The network configuration “SELF_SERVE_NON_WEIGHED_ ADVERT” (default = 0) identifies the ID of the advert to be displayed when a non-weighed product is selected.



3

When an advert is specified selecting a non-weighed PLU, by any method, causes the advert to be displayed for the duration specified in the advert and the scale to return to the Home screen.

Self Service Keypad Timeout

When the scales are put into Self-service Mode, a numeric keypad is displayed for PLU/BIN number entry. This numeric keypad can now be configured to close after a pre-determined delay in seconds if it is not being used.

Set the numeric keypad timeout as follows:








3


to select ‘Self Service Keypad Timeout’ and touch .

7. A numeric keypad is displayed. Using the numeric keypad enter

a time delay (in seconds). To save touch . A message window

is displayed “Save Succeeded”.



3

Speaker Volume

Note: The loudspeaker volume adjustment is for the XT model only.

You can adjust the volume of the loudspeaker as follows:







to select ‘Speaker Volume’ and touch . A numeric

keypad is displayed.



3

7. Using the numeric keypad, enter the desired speaker volume in the range of 0 to 99 (where 0 is Quiet and 99 is Loud). To save

touch . A message is displayed “Save Succeeded”.

3.2.2 Setting network parametersTo set network parameters:

1. Touch in the System Setup menu.

2. On the Network Parameters screen, select the parameter and

touch .


When you are finished editing, touch .

3.3 Touch menus 67


3

3.3 Touch menusNote: You must be in Manager Mode in order to perform programming operation, see section 1.2, Using Manager mode, page 9.

There are two basic types of keyboard on Xtra scales:

1. Bestseller

2. Static

We recommend that you use the MX-SBT Keyboard Designer application to design and edit static keyboards, keys and menu structures for static keyboard systems. Keyboards can be designed on the scale in a limited way. Bestseller keyboards are configured at the scale.

The home keyboard, which appears upon start-up, is a machine setting and, in a scale network, may differ from one machine to the other. For this reason, the home keyboard is not sent or updated from the server scale when changes are made either in the scale or from MX-SBT. Selecting the keyboard system is described in 3.2.1, Network parameters on page 55.

3.3.1 Bestseller keyboardsBestseller keyboards consist of one single keyboard of bestselling items. This constitutes the only product keyboard on the scale.

Products are automatically added to and deleted from the bestseller keyboard according to the number of transactions involving that product. Factors such as the time period for recalculating bestseller keys and a weighting for achieving bestseller status control which products are placed on the bestseller keyboard and how long the product remains there. When a bestseller keyboard is recalculated, products remaining on the keyboard retain their key position.

3.3.2 Static keyboardsStatic keyboards are keyboards and keyboard systems that are wholly or partially defined manually.

Static keyboards can cover the main product keyboard, the lower fixed (or pop-up keyboard on XT), the pop-out side keyboard plus any further keyboards linked to it containing functions. The lower fixed keyboard and pop-out side keyboards can only be set up and programmed using MX-SBT.

Static product keyboards can consist purely of products and links designed and placed by the user manually or a combination of these with bestseller keys and dynamic links.

Bestseller keyboard design

Designing a bestseller keyboard relies simply on deciding how many products you wish to display, the day and time to update the keyboard and how often to update it.

3.3 Touch menus 68


3

To configure these settings, go to Manager Mode > System Setup > Configuration and:

Select the day and hour for the Best Seller update.

Select the Best Seller update period. This is the period after which the Best Seller keyboard is regenerated using the best seller counts.

Select the number of keys on the keyboard.

Setup parameters for Bestseller keyboards are described fully in 3.2.1, Network parameters on page 55.

Static keyboard designA purely static keyboard design requires full planning by the user. This may consist of a single home page of products, or, more typically, a number of keys representing groups that link to products within that group. Each key and link must be placed on the keyboard by the user and will remain there until changed manually.

Alternatively, you can add Bestseller keys to the home screen and Dynamic Menus to link to products representing in a particular group or department. The advantage with this approach is that all your keyboards are automatically populated with the bestselling products. You are more likely to find the right product in a shorter amount of time, and no manual maintenance of the keyboard is required.

Example. A typical keyboard system for a scale serving fruit may be structured as follows:

Apples Pears Bananas Grapes, Nuts & Sweets

Citrus Stone & Soft Fruits

Apples Basics

Braeburn Apples

Cooking Apples

Cox Apple

Egremont Russet

Golden Delicious

Granny Smith

Jazz Apple

Pink Lady

Red Dessert

Royal Gala

Conference

Pears Blush

Pears Comice

Pears Green

Pears Rocha

TTD Pears

Fairtrade Black Seedless Grapes

Grapes Red Seedless

Grapes White Seedless

Clementines

Satsumas

Tangerines

Apricots

Cherries

Red Plums

Baby

Cavendish

Red Oranges

Limes

Lemons

3.3 Touch menus 69


3

Although in theory you can design as many menus and sub-menus into your keyboard system as you wish, this is not recommended. The most efficient keyboard systems consist of a home keyboard containing various groups that link to a single lower keyboard containing the most popular products. Products that do not appear on these lower keyboards can be easily found by using the search function (press the green PLU key in the lower left part of the screen)

Additionally, it is possible to place up to 36 keys on a single keyboard. In reality, however, the fewer keys placed on the keyboard, the quicker it will be for operators to find what they are looking for. For efficient store operation, this should be limited to a maximum of 25 keys, ideally 16 or 20.

Setting up a manually-structured keyboard system

To add/edit a keyboard:

1. In Manager Mode, touch .

2. Touch .

3. Touch to create a new keyboard or to edit

an existing keyboard.

4. Enter a keyboard description.

5. Enter the number of rows and columns.

6. Touch .

The Home keyboard is the keyboard displayed on startup and the one from which a new transaction is normally started. Ensure the Home keyboard defined is the correct one in:

Manager Mode > Machine Setup > Settings > Home Keyboard.

To add static product keys:


2. Touch .

3. Touch .

3.3 Touch menus 70


3

4. Using the green arrow buttons, scroll to the group from which

you wish to add a product key and touch .

5. Touch a blank key and then touch .A window will open with a list of products.

6. Use and at the top of the screen to scroll to the product group from which you wish to add a product key.

Use and to scroll to the product.

3.3 Touch menus 71


3

7. Touch the product and then touch .

8. Touch to keep the new product key on your keyboard.

To add static menu links:


2. Touch .

3. Touch .

3.3 Touch menus 72


3

4. Using the green arrow buttons, scroll to the keyboard you wish to

edit and touch .

5. Touch a blank key and then touch .

3.3 Touch menus 73


3

6. Use the green arrows to scroll to the keyboard you want to link to

and then touch .

The link will now appear on your keyboard.

7. Touch .

3.3 Touch menus 74


3

Setting up a keyboard system with bestsellers and dynamic menus

The process to set up this type of keyboard is as follows:

1. Add/Edit the Home keyboard.

To add the Home keyboard, follow the process described in , Setting up a manually-structured keyboard system on page 69.

2. Add/Edit the keys on the Home keyboard, including any Dynamic keyboard links.

To add dynamic bestseller keys:

1. In Manager Mode, touch ..

2. Touch .

3. Touch .

4. Using the green arrow buttons, scroll to the keyboard you wish to

edit and touch .


3.3 Touch menus 75


3

6. Use the green arrows to scroll to the department from which you

want to add a best seller key and touch .

7. The best seller key will now appear on your keyboard. Touch

.

To add a dynamic keyboard link:


2. Touch .

3. Touch .

3.3 Touch menus 76


3

4. Select the keyboard that you want to edit and touch .


3.3 Touch menus 77


3

6. Select the department to which you want to add a dynamic link

and touch .

7. The dynamic link will now appear on your keyboard. Touch

.

Upon downloading the keyboards to the scale for the first time, you will need to trade one of each of what you think will be the bestselling products to populate the keyboards within two hours. Thereafter, the keyboards will update automatically at the internal and time specified.

3.3 Touch menus 78


3

3.3.3 Dynamic keyboard optionsA dynamic keyboard generates buttons automatically depending on the products that are stored in the scale. These buttons can be grouped together by the product group or the department. Several settings control the setup and behaviour of dynamic keyboards. These are found in Configuration on page 55.

Keyboard Hierarchy

The keyboard hierarchy allows buttons belonging to the same group to be displayed together. This grouping can either be by Department (default) or by PLU Group ID.

To select a group:


2. Touch .

3. Touch the arrows to scroll down the list to Keyboard Hierarchy

and touch .

3.3 Touch menus 79


3

4. Select Department or Group.

5. Touch to keep the changes.

6. Touch to save all changes.

Mix Groups and Products Alphabetically on a Dynamic Keyboard

This option allows for product group keys and product keys to be intermixed on a keyboard rather than having the group keys first followed by the product keys. Refer to figure below.

1. Select 'Manager Mode'.

2. Enter PIN. The 'Manager Mode' screen is displayed.

3. From the 'Manager Mode' screen touch 'System Setup'.

3.3 Touch menus 80


3

4. From the 'System Setup' screen touch ‘Configuration’, the ‘Network Parameters’ screen opens.

5. Select the required sort order. To save the required sort order

press . A 'Save Succeeded' window is displayed then

closes. The 'Network Parameters' screen is then displayed.

3.3 Touch menus 81


3

Dynamic Key Sort Order

The way keys are sorted on a dynamic keyboard is controlled by the Dynamic Key Sort Order parameter, which can be set as follows:


2. Touch .

3. Use the arrows to scroll down the list to Dynamic Key Sort

Order and touch .

4. To edit the Value field, select Value and touch .

3.3 Touch menus 82


3

5. Use and to scroll and select from the following options:

Numeric

Alpha

Best Seller Numeric

Best Seller Alpha

6. Touch to keep the changes.

7. Touch save all changes.

Dynamic Key Rows and ColumnsThe Dynamic Key Rows and Dynamic Key Columns settings control the physical layout of each keyboard. Dynamic Key Rows allows you to set the number of rows on a keyboard, while Dynamic Key Columns lets you set the number of columns.

Setting key rows

To set the number of key rows:


2. Touch .

3.3 Touch menus 83


3

3. Use the arrows to scroll down the list to Dynamic Key Rows and

touch .

4. Select Value and touch .

3.3 Touch menus 84


3

5. Type the number of rows you want on your keyboard and touch

.


Setting key columnsTo set the number of key columns:


2. Touch .

3.3 Touch menus 85


3

3. Use the arrows to scroll down the list to Dynamic Key Rows and

touch .


3.3 Touch menus 86


3

5. Type in the number of key columns you want and touch

.


Setting the maximum number of keyboards

This sets the maximum number of dynamic keyboards to be generated behind each dynamic menu. Normally this will be set to 1 or 2.

To set the maximum number of dynamic keyboards:


2. Touch .

3.3 Touch menus 87


3

3. Use the arrows to scroll down the list to Max Dynamic

Keyboards and touch .


3.3 Touch menus 88


3

5. Type in the maximum number of keyboards you want and touch

.


3.3 Touch menus 89


3

3.3.4 Key appearanceWhen creating a keyboard, you can also edit the appearance of your keys. For example, you can change key size, key colour and key text. These options are found in:

Manager Mode > System Setup > Touch Menus > Keys.

Key sizeTo change key size:

1. Select the keyboard you want to edit.

2. Select the key and touch until the desired size

is reached. You can span the size of one key, two keys (side-by-side) or four keys as shown below.

3. The key will now appear in the keyboard in its new format. Touch

.

1 key 2 keys 4 keys

3.3 Touch menus 90


3

Font colour

To change font colour:

1. Select the key and touch .

2. Select a font colour and touch .

3. Touch .

3.3 Touch menus 91


3

Fill colour

To change font colour:


2. Select a fill colour and touch .

3. Touch .

Key textTo change key text:


2. Type the new text and touch .

3. Touch .

Delete key

To delete a key:


2. Touch .

3.3 Touch menus 92


3


Machine Setup

This section contains information to help you set up your scale to operate as you require and to communicate with other scales on the network. It also includes how to level the scale and calibrate the touchscreen

Contents4.1, Networks overview

4.2, Comms Setup (Store networks)

4.2.1, Wired setup

4.2.2, Wireless setup (WLAN) - RF comms (optional)

4.3, Network setup

4.3.1, Scale Networking

4.3.2, Ping

4.3.3, Remap Network

4.4, Level scale

4.5, Reset Best Sellers

4.6, Machine Settings

4.6.1, Home Keyboard

4.6.2, Machine Department

4.6.3, Other settings

4.7, Printer Settings

4.7.1, Printer settings menu

4.7.2, Label Taken Sensor

4

4.1 Networks overview 94


4

4.1 Networks overviewThe machine network system in a store can consist of a mixture of label and receipt machines. The system will support any combination of machines in the XM and XT ranges provided they have the same software version.

Scale networks can be connected in a wired or wireless ethernet setup. Scales can be set up as:

Stand alone

Server client networks

Multi server networks

Peer group networks

Stand-alone

Each scale is independent. Communication is only possible to a back office system.

Server/Client

One or more client scales receives its data from a server scale. The number of clients that can be supported on a network will depend on server performance.

A back office host can communicate with the server which will then communicate with the clients.

Scales set up in such a way can share resources and information (operators, PLUs etc.). Local price and product updates can be made at any of the scales. Floating vendor is possible, whereby an operator moves from one scale to another, picking up live transactions from a particular customer at the scale they have moved to.

Multi-server

Each scale is configured as a server. If there is a back office software application this communicates with all the scales.

Each scale holds its own product file and floating vendor is not possible.

Peer group

Each scale is configured as a server in the same way as a multi server network but local price and product updates can be made at any scale and communicated across the scales configured within the same peer group.

4.2 Comms Setup (Store networks) 95


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4.2 Comms Setup (Store networks)

4.2.1 Wired setupScales are connected together using one or several hubs as required. The number and position of the hubs required is determined by the store layout and the type of hub used.

Two scales can be connected together without the use of a hub. A simple cross-over cable is used to connect the two machines together.

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.

The IP address of the scale consists of two parts, the network address and the machine address.

Network address

The network address must be the same as all the other machines on the same network.

Machine address

The machine address must be different from the other machines on the same network.

The network address depends on which sub-net mask is used, for example for an IP address of 88.1.1.7:

Sub-net mask

The sub-net mask allows you to split a large physical network into smaller logical networks.

Gateway

A gateway enables networks using different protocols to communicate.

Sub-net mask 255.0.0.0 255.255.0.0 255.255.255.0

Network address 88.0.0.0 88.1.0.0 88.1.1.0

Machine address 88.1.1.7 88.1.1.7 88.1.1.7



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Note: Before setting up an in-store network, obtain the appropriate IP addresses from the store IT administrator. Enter the addresses at the machines before connecting to the network.

Static IP address networks

In Manager Mode:

1. Select .

2. Select Comms Setup.

3. Select .

4. Ensure that DHCP is set to Enable.

Touch to go to the editing screen.

5. On the DHCP screen, select Enable and touch .



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6. Select the IP address and touch .

7. On the IP Address screen, use the arrows and number buttons to set the IP address to one that is unique to that scale.

8. Touch .

9. Edit the Sub-Netmask and Gateway in the same manner.

10.Touch when you are finished.

DHCP networks

You can allocate a fixed IP address for the scale or, by enabling DHCP, the address can be allocated by the network server.

DHCP

In Manager Mode, follow steps 1 through 5 of Static IP address networks on page 96.



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4.2.2 Wireless setup (WLAN) - RF comms (optional)Power the scale up with the wireless USB adaptor plugged in so the scale will detect the type of adaptor it is and save the settings accordingly.

In Manager Mode:

1. Select .

2. Select .

Basic

Set the appropriate values for the type of wireless network.

Set the IP address to one that is unique to that scale.

Set the network address to be the same as all the other machines on the same network. (This will depend on the sub-net mask used.)

Set the machine address to be different from all the other machines on the same network.

Set DHCP as Disable or Enable. If DHCP is disabled you do not need to set the IP address and sub-net mask.

Set mode to either ‘Managed’ or ‘AdHoc’.

‘Managed’ is for a communications system via an access point.

Use ‘AdHoc’ for direct communication (peer to peer) networks.

Security mode settings

Communications across wireless networks can be encrypted to keep transmissions secure, and to keep networks separate.

Encryption makes use of user defined ‘keys’ which set how the scale encodes and decodes the transmissions. Only scales using the same encryption key will be able to communicate with each other.

These are the encryption modes available.

None

WEP open

WEP shared

WEP auto detect

WPA PSK

WPA2 PSK

Loaded config file (see Load Conf File on page 99)



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Advanced

The options you will see in Advanced Wireless Setup will depend on the setting selected for Security Mode in Basic.

ESSID (Extended Service Set Identifier)

This is an alphanumeric string of up to 32 characters which separates wireless LANs. All machines on the same WLAN must have matching ESSID. Select edit to enter a different network name.

Encryption mode WPA PSK and WPA2 PSK

Scales must all use the same key.

PSK

Key type

An ASCII character key of 8 to 63 characters or a hex key of 64 digits.

Encryption mode Loaded config file

The information is loaded from the root of a memory stick and is stored on the scale. The data cannot be edited by the user on the scale. This protects the security settings from hacking.

Load Conf File

Touching the “Load Conf File” button causes a file named wpa_supplicant.conf to be loaded from the root of a memory stick and stored on the machine. The basic setup security mode is set to “Loaded Config File” so there is no need for the user to do this separately.

The wpa_supplicant.conf file contains the wireless settings in the format recognised by the standard wpa_supplicant program. This allows connection to wireless networks using a RADIUS authentication server.

There are three menus under Diagnostics:



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Wireless Diagnostics: Displays information on signal quality, link quality, noise level and IP addresses.

Wireless Scan: Use this option to scan for and choose wireless acccess pionts. Use the Page key to scroll thorugh the access points.

Save Wireless Diagnostics File: Press this button to saqve important important about the wireless network. The information id stored to the top level of a memory stick in this format: ‘Wireless_Diagnostics_YYMMDDHHMMSS.log’.

4.3 Network setup 101


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4.3 Network setupComputer name

This only applies to scales on networks with DHCP enabled. The host name enables the machine to be identified even if the IP address has changed.

Port

This port number is used by the scales in the network to communicate across the network.

Host Port

This is the TCP/IP port number used to communicate with a PC running MX software applications.

Search Domain Name

Displays the human readable domain name for the scale that is needed in order to access the web browser.

DNS Server

This translates the human readable domain name into the IP address. It is automatically set up when DHCP is enabled.

Proxy Server

This is a network server used for web security purposes.

4.3.1 Scale NetworkingNetwork ID

The ID of the network to which the scale belongs.

ISC (Inter Scale Communications) Machine Type

There are four classes of scale. Select edit to change the class of scale.

Standalone Scale = No ISC. Host communications direct to individual scales.

Server Scale = server scale of a client-server network. Host communication to server scale only - data replicated to clients.

Client Scale = client scale of a client-server network.

Peer Group Scale = Member of a multi-server with global edit group. ISC communications only for limited changes (price change etc). Host communications direct to individual scales.

Peer Group ID

The ID of the peer group to which the scale belongs.

4.3 Network setup 102


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Short Machine ID

The ID of a machine on a server/client network. This is displayed in the status bar of the scale and enables easy identification of scales.

4.3.2 PingUse the PING command to check whether a scale is online or offline. Enter the IP address or host ID of the scale to be checked.

4.3.3 Remap NetworkThis function purges any inactive scales on the network when communication to the scales has been lost.

4.4 Level scale 103


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4.4 Level scaleThis menu provides on-screen instructions for levelling the scale.

The scale automatically compensates when it is not level. If the scale is out of level by more than 5° the ValuMax indicator will show a red cross in the display screen status bar. The on-screen display will tell you the amount of adjustment needed in the X and Y directions to level it exactly. The scale has four levelling feet to enable manual levelling up to 10mm in any direction.

Turn the appropriate foot or feet to level the scale.

The scales are level to within 5° and a scale that is more than 5° out of level will automatically display the Level Scale screen and you will not be able to trade until it is cleared.

4.5 Reset Best SellersManually updates the best seller menu/keyboard at any time irrespective of the day and time settings for automatic update.

Use this to reset all the bestseller transaction counts when a scale is re-instated after being off line.

4.6 Machine Settings 104


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4.6 Machine SettingsUse this menu to edit the default machine department and the home keyboard. You can also select the text and logos that will appear on receipts.

4.6.1 Home KeyboardThe home keyboard is the initial keyboard you see displayed after start

up and when is touched.

Touch and select the keyboard/menu that you want as

the home keyboard from the list displayed.

4.6.2 Machine Department

Touch and select the department that you want as the

default machine department for the scale.

4.6.3 Other settingsFollow the same procedure to edit the remaining settings:

Receipt Header Text

Allows you to print text at the top (header) of receipts.

None

Your choice of text

Receipt Footer Text

Allows you to print a text message on the bottom (footer) of receipts.

None

Your choice of text

Receipt Header Logo

Allows you to print a logo or other graphic at the top (header) of receipts.

None

Your choice

Receipt Footer Logo

Allows you to print a logo or other graphic on the bottom (footer) of receipts.

None

Your choice



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Product Playlist ID

This setting lets you show a series of adverts at the same time as products are being traded. These may be adverts to cross-promote related products, promote a different store department etc.

None

Your choice

Idle Playlist ID

This setting lets you show a series of adverts when no key press or weight change has been detected by the scale for five seconds.

None

Your choice

Receipt Print Mode

This setting lets you choose one of the following receipt print types:

No Receipt

Single Receipt

Duplicate Receipt

Single Receipt & Talon

A talon is a slip containing the price to pay and an optional barcode.

In sales mode, when talon printing is enabled, the talon will be printed after the receipt, after a two second delay, to allow the operator time to tear off the receipt. If the receipt has not been torn off after the delay, the operator will be prompted to do so.

Drawer Alarm

When the alarm is enabled, the cash drawer stays opened, the receipt is printed and the sub-total remains on the screen until the drawer is closed. If the drawer remains open for 30 seconds, a message box is displayed to close the drawer. New transactions cannot be started until the cash drawer is closed.

When disabled, the cash drawer is opened, the receipt is printed, the sub-total screen is cancelled and the scale is available for further transactions.

Enabled

Disabled



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One Shot Label Mode

When enabled, this setting lets you print a label for an item while the machine is in receipt mode.

Yes

No

Wrapper Interface Control

Note: The wrapper and cash drawer use the same hardware interface. It is not possible to drive both at the same time.

This setting allows you to temporarily disable and enable the triggering of the wrapper. The wrapper will be triggered on every label print, both in counter and pre-pack operating modes, to provide synchronisation between the wrapper and the scale by sending a wrapper start signal to the wrapper when a label is printed. This will help ensure that the correct label is applied to the wrapped pack.

Important: The wrapper interface option must be set to USB before the wrapper will operate.

None

USB

Print Format

This setting allows you to set the format for printing from a variety of options such as Demo Label, Trace Panel, Refund Slip etc. The default print format is set to Receipt.

Machine Usage

This setting allows you to set one of the following print choices:

Receipt Printing

Label Printing

Label and Receipt Printing (Default)

When the machine is set to Label Printing, no receipt functions are available to the user. This function can be used to prevent accidentally switching the machine into receipt mode.

Bag Label

If set to Yes, this function allows you to print a bag label after the itemised receipt has been printed.

The individually wrapped items are placed inside a larger outer bag together with the itemised receipt. The outer bag is then sealed using the bag label. At the checkout, only one label has to be scanned instead of several.

On a dual printer, the receipt will be printed on the receipt printer and the bag label on the label printer.



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On a single printer machine, the receipt will be printed first, and then the operator will be prompted to take the receipt and then the bag label will be printed. Since the bag label is used to seal the bag, it will be printed after all the information has been printed. For example, duplicate receipts, account slips, talons etc. will be printed before the bag label is printed.

Machine Operating Mode

This setting allows you to set your machine operating mode to one of the following settings:

1. Receipt Mode

2. Operator Label Mode

3. Non-Operator Label Mode

4. Add Label Mode

5. Stock Mode

6. Sub-Total Receipt Mode

7. Self Service

4.7 Printer Settings 108


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4.7 Printer Settings

4.7.1 Printer settings menuThe 'Printer Settings' menu allows you to view a list of external printers connected and change printer settings.


2. Enter pin. ‘Manager Mode’ screen is displayed.

3. Touch ‘Machine Setup’.

4. Touch ‘Printer Settings’.

5. From the 'Printer Settings' screen select the printer you want to

view details of and touch . The 'Printer Settings [X]'

screen is displayed.



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6. From the 'Printer Settings [X]' screen you can change the following settings:

a. Label Taken Sensor:

i. Select 'Label Taken Sensor' and touch . The 'Label Taken Sensor' window opens.

ii. From the 'Label Taken Sensor' window use the and

buttons to select either 'Enabled' or 'Disabled'. To

save touch . The ‘Label Type’ window will

automatically open. If you do not wish to make changes

to the ‘Label Type’ then touch to close the

window and return to the ‘Printer Settings’ menu.

b. Label Type:

i. Select 'Label Type' and touch . The 'Label Type' window opens.



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ii. From the 'Label Type' window use the and buttons to select either 'separate' or 'continuous'. To

save touch . A numeric keypad will automatically

open to allow you to enter a Printer Roll Width. If you do

not wish to enter a Printer Roll Width touch on

the numeric keypad to return to the ‘Printer Settings’ menu.

c. Printer Roll Width:

i. Select 'Printer Roll Width' and touch . A

numeric keypad will automatically open to allow you to enter a Printer Roll Width.

ii. Using the keypad, enter the printer roll width e.g. '58.00'.

To save touch . The keypad closes.

Note: The printer settings are local to the scale and if the same printer is connected to another scale then the settings can be different.

7. To save the settings touch the button. A message is displayed "Save Succeeded".

8. The message closes and the 'Printers Settings' screen is

displayed. Touch to close the 'Printer Settings' screen. The 'Printer Setup' screen is displayed.



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4.7.2 Label Taken SensorNote: This feature will only work with software v.3.3.0.0 or later.

This setting allows the Label Taken Sensor to be disabled. The default setting is Enabled. If disabled, the following will occur:

When streaming labels on continuous paper or separate labels, an automatic delay of two seconds is inserted between each label to allow the previous label to be taken.

In receipt mode, when printing talons or duplicate receipts or any kind of slip, a two-second delay will occur between each print to allow the user to remove the previous print.

The backwind occurs at the beginning of the next print rather than when the paper/label is removed.

When you have finished editing the settings, touch .



4


Data Reports

This chapter describes the data reports available and the information they contain.

Contents5.1 Data reports

5.1.1 Verify labels

5

5.1 Data reports 114


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5.1 Data reports

5.1.1 Verify labelsThis function allows you to check the layout of the labels set up for each of the products and that the correct label is assigned to the product, without affecting totals.

Print single label

1. Touch

2. Select the product and touch to print the label.

Print all labels

1. Touch

2. Select the product and touch to print all the label.

Touch at any time to stop the printing.


Totals Reports

This chapter describes the totals reports available and the information they contain. Please remember:

Totals are updated whenever a label or receipt has been printed successfully.

You must be in Manager Mode to print a report.

You can assign a security level to any report.

Contents6.1, Overview

6.1.1, Report printing

6.1.2, Missing fields

6.2, Totals reports

6.2.1, Report numbering

6.2.2, Report fields

6.2.3, Operator Totals report

6.2.4, Operator Sales report

6.2.5, Tax totals report

6.2.6, Machine report

6.2.7, System cash report

6.2.8, Grand totals report

6.2.9, Items report

6.2.10, Group report

6.2.11, Hourly Sales Report

6.2.12, Trace totals

6.2.13, Security report

56

6.1 Overview 116


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6.1 OverviewYou can print the following Totals reports in Manager Mode > Totals:

Period 1 Reports

Period 2 Reports

Traceability Report

Security Report

Period 1 Reports and Period 2 Reports can be be cleared, but Traceability Reports and Security Reports do not have periods and cannot be cleared.

Period 1 and Period 2 Reports have two clearing options. You can Print And Clear or Clear All, which clears all totals for that period.

The example below shows a list of available reports within the Period 1 and Period 2 Reports.

Figure 6.1 Example screen showing list of available reports

6.1.1 Report printingSelect 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 report is updated.

Important: If the report printing fails for any reason or you abort the report printing, the totals will be unchanged.

6.1 Overview 117


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6.1.2 Missing fieldsIf 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.

6.2 Totals reports 118


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6.2 Totals reportsYou can print the following reports:

Operator Totals

Operator Sales

Tax Totals

Machine Totals

Grand Totals

Item Totals

Group Totals

6.2.1 Report numberingEach totals report has its own sequential number for security purposes. There are two separate number sequences, one for Print reports and one for Print and Clear reports. The number is incremented each time you print a report.

6.2.2 Report fields

* indicates the reports that include this field

Field name Description

Sales Amount Value of all transactions in PoS mode

* * * * * * * *

Sales Quantity Weight/items sold * *Counter Amount Value of all transactions in non-

PoS mode* * * * *

Counter Quantity Weight/items labelled * *Pre-pack Amount Value of all transactions in Pre-

pack mode* * * * *

Pre-pack Quantity Weight/items pre-packed * *Transactions Count Total number of transactions

(Sales + Counter + Pre-pack)* * * * * *

Customers Total number of receipts + Total ADD labels

* * *

Override Amount Value of override transactions * * *Override Count Total number of overrides * * *Void Amount Value of void transactions * * *Void Count Total number of voids * * *

Gra

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Ma

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Op

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To

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Op

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Sal

es

Item

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Tax

Gro

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Tra

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66.2.3 Operator Totals report

The report includes all transactions assigned to the operator and prints:

Operator ID

Operator name

Total sales amount (PoS mode)

Total counter amount (non-PoS mode)

Transaction count

Number of customers

Void count and amount

Exceptional Data (returns, refunds, paid out, pick up, no sale, float.

Drawer value

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 Account

Value of payments received on account

* * * * *

Drawer value Total amount in drawer (sales + floats) - (pick ups + paid outs)

* *

Field name Description

Gra

nd

Mac

hin

e

Op

erat

or

To

tals

Op

erat

or

Sal

es

Item

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Tax

Gro

up

Tra

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6

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.

6.2.4 Operator Sales reportThis report includes all the sales for the operator and prints:

Operator ID

Operator name

the value of each type of payment used

total sales amount

date 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.

6.2.5 Tax totals reportThis 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 exclusive.

Tax totals do not always reflect the same values as total sales due to rounding errors which may cause a very small discrepancy.

The report lists:

Tax rate

Net sales

Tax value

Gross sales

Select the report and touch for a non-clearing report.



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6.2.6 Machine reportThe information in this report will depend upon the payment methods setup for the machine. It will always include:

Total monies for the cash drawer

Total cash

and, for example, could include

Total credit

Total cheque

Customer refunds

Select the report and touch for a non-clearing report.

6.2.7 System cash reportThe System cash report allows a network of machines to be cashed up with a single report.

1. Each machine on the network, including the server, must be cashed up using a machine clearing report. (Refer to 6.1.1, Report printing.)

2. At this point each machine will totalise to a local system cash report (refer to figure below).

3. When the system cash report (refer to figure below) is printed on the server, it sums each of the local cash reports and prints the accumulated report. This allows for the cashing up of machines at different times and close to the end of the trading day.

The following fields are printed on the system cash report:

Cash Payments

Card Payments

Cheque Payments

Float, Paid out & Pick up.



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6.2.8 Grand totals reportA Grand total consolidates data from PLU, Operator, Department, Machine, Group and Discount reports for each machine on the system and prints a report of the total sales.

Sales Value

Counter Value

Pre-Pack Value

Transactions

Customers

Override Value

Override Count

Void Value

Void Count

Return Value

Return Count

Refund Value

Refund Count

Discount Value

Discount Count

No Sale Count

Note: Totals from offline machines will not be included in the report.

Select the Grand Totals and touch for a non-clearing

report.

6.2.9 Items reportThe data included in this report is:

Department ID

PLU number

Group ID

Item description

Sales quantity at the normal price

Sales amount at the normal price

Counter amount

Counter quantity

Return transactions

Return amount

Total sales amount

Total counter amount



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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.

6.2.10 Group reportThe data included in this report is:

Sales value

Counter value

Pre-pack value

Transaction count

Returns value

Returns count

Note: It is possible to print a Group report for products that are not part of any group. To do this, choose 0 as the group ID.

Select Group Totals and the press followed by

to print all the groups. If you want to print a report for an

single group, touch and enter the Group ID number.

6.2.11 Hourly Sales ReportThis report enables you to print sales totals for each hour or half hour. The data included in this report are:

Sequence Number

Period

Customers

Number of Records

Sales Value

Counter Value



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6.2.12 Trace totalsThe data is printed by lot number and depends on how the scheme has been configured. Only fields for which there have been transactions will be printed. Trace totals reports are non-clearing.

Traded quantity is the total used weight of the batch/carcass. The quantity sold is comprised of sales weight, counter service, pre-pack and returns and is incremented each time a transaction is completed.

The limit quantity is the weight of the lot or carcass minus any percentage for losses due to unsaleable parts of the carcass such as fat and bone. Depending on how the scale has been configured, the following fields may be printed:

Sales weight

Counter service

Pre-pack

Returns

Traded quantity

Limit quantity

Sales value

Transactions

First traded date

Last traded date

Slaughter/creation date

Select trace totals and then touch followed by

to print all the Lots. If you want to print a report for an

individual Lot, touch and enter the Lot number.

6.2.13 Security reportSecurity reports are non-clearing reports and list:

the sequence numbers for each non-clearing reports

the sequence numbers for each clearing reports

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

Select the report and touch .


Diagnostics and Transactions

This section describes the diagnostics available to you to help you check that your scale is performing as it should.

Contents7.1, Save Log File and Log Persistence

7.2, Transactions

7

7.1 Save Log File and Log Persistence 126


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7.1 Save Log File and Log PersistenceThese options are only used by service personnel.



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7.2 TransactionsThere are three options in the Transactions function:

Print Held Transactions

Use this option to print and clear held transactions in the transaction store.

Clear Transactions

This option clears the transaction store without printing the contents of the store.

Export Transactions

This task can only be actioned on the server.

When the schedule start date has been reached the transactions on the scale will be exported to the memory stick, usually with a daily repeat. When successful no message window will be displayed. If the transactions cannot be exported then a message is displayed indicating an error e.g. "Memory stick cannot be found" or "Client is offline".

Export to USB Memory StickThe transactions in the store are exported to the USB memory stick and deleted from the store after export.

Transferring Transaction Collections from Client Machines using USB Memory Stick

1. Pull out the printer cassette and insert the USB memory stick to the port.

2. From the home screen select 'Setup Mode'. The 'Setup Mode' screen is displayed.

3. From 'Setup Mode' screen select 'Manager Mode'.

4. Enter PIN number. The 'Manager Mode' screen is displayed.



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5. From the 'Manager Mode' screen select 'Transactions'. The 'Transactions' screen is displayed.

6. From the ‘Transactions;’ screen touch ‘Export to USB Memory Stick’. A message window is displayed ‘Transactions will be deleted after export. Are you sure you wish to continue’. touch

. A second window is displayed ‘Creating Transaction

File’. After a few seconds a 3rd window is displayed ‘Transaction

file created successfully’. From this window touch . The window closes and the ‘Transaction screen is displayed..



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.

.

7. When a client machine is offline, a warning message is displayed.



7


Data Transfer via USB

This section describes the backup and restore procedures for XM and XT scales.

Contents8.1, Backing up

8.1.1, Backup Entire System

8.1.2, Scheduled Backup

8.1.3, Backup Product File Only

8.2, Restoring

8

8.1 Backing up 132


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8.1 Backing upAll data transfer actions are available in Manager Mode > Data Transfer.

Two backup options are available with Xtra scales:

1. Backup of the entire system, which saves the entire database and the media to a memory stick.

2. Scheduled Backup

3. Backup of a product file only.

Backup files are stored in the root folder of the USB memory stick: backupxtra.tar - System backup.

8.1.1 Backup Entire System1. Select Manager Mode > Data Transfer.

2. Insert the USB memory stick into the scale’s USB port located behind the paper cartridge.

3. From the Data Transfer screen select ‘Backup Entire System’. The scales will now backup the system data. A message window is displayed.

8.1 Backing up 133


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4. When the backup has completed, touch .

5. Remove the USB memory stick. The backup file will now be on the stick.

8.1.2 Scheduled BackupScheduled backup default is weekly. The frequency of this task should only be amended by MxSBT or by a Service Engineer.

Amend / Create new scheduleThe database contains a schedule which performs a nightly database backup at 02:00hrs

You can access the schedule screen and make amendments to an existing schedule or create a new schedule as follows:

1. Touch ‘Setup Mode’

2. Touch ‘Service Mode’

3. Enter PIN. The ‘Service Mode’ screen is displayed.

4. Touch ‘Data Maintenance’. The ‘Database Group Selection’ screen is displayed.

8.1 Backing up 134


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5. Touch ‘Configuration’. The ‘Configuration’ screen is displayed.

6. Touch ‘Schedule’. The ‘Schedule’ screen is displayed.

7. To amend an existing schedule:

a. From the ‘Description’ column select the schedule you want

to amend and touch . The ‘Schedule [X]’ screen

is displayed.

b. From the ‘Schedule [X]’ screen you can amend the options listed under ‘Field Name’ by selecting an option and

touching . For each option a new window opens. Enter new settings into each window as necessary, to save

touch . A new window will open each time you touch

. You can close each new window by touching

if not required.

9. To save changes touch .

8.1 Backing up 135


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10.To create a new scheduled task, touch . A ‘Schedule X’ screen is displayed.

11.From the ‘Field Name’ column select ‘Schedule ID’ and touch

. A window is displayed with a numeric keypad. Using

the keypad enter the ID number. This must be within the range of 1-9999.

To save touch . The window closes and the ‘Description’ screen opens.

12.From the ‘Description’ screen use the keypad to enter simple text for displaying in the data maintenance list such as ‘Nightly DB

Backup’ or ‘Backup Database’. To save touch . The ‘Description’ screen closes and the ‘Status’ window opens.

13.From the ‘Status’ window use the and buttons to

select ‘Enabled’ or ‘Disabled’. To save touch . The ‘Status’ window closes and the ‘Task Type’ window opens.

8.1 Backing up 136


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14.From the ‘Task Type’ window touch the and buttons to select the following options:

Reboot - This task will restart the scale at the time you have specified time in the ‘‘Date And Time (Start)’. Reboot is special in that if a scheduled reboot is missed due to the scale being switched OFF then the task will not be actioned

Backup Database

Backup Transactions to Memory Stick

Maintenance Warning

Reset Logging Level - This task can only be actioned on the server. This task can be used to reset logging back to the minimal default. It is expected this task will be set to a repeat interval of none.

Save Log File - This task can be actioned on all machines and copies the log file to the USB memory stick. When the operator has not inserted the USB memory stick a warning will be shown

Reboot - This task restarts the scale at the time specified in the start date / time. Reboot is special in that if a scheduled reboot is missed due to the scale being switched off then the task is not actioned

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15.To select any of the above options from the ‘Task Type’ window

touch the button. For each option, new windows and screens will be displayed in the following order:

a. A ‘Start Date / Time’ window is displayed. This will restart the scale at the date and time entered. Using the keypad enter:

‘WK’ - e.g. 45

b. Use the button to scroll to the ‘D M Y’ field: ‘D M Y’ - e.g. 05 11 13

c. Use the button to scroll to the ‘H M S’ field: ‘H M S’ - e.g. 05 30 00

d. To save touch . The ‘Start Date / Time’ window closes and the ‘Repeat Interval’ window is displayed:

e. From the ‘Repeat Interval’ window you can select the task repeat intervals. The task will be first run on the same day and time specified by the ‘Start Date / Time’ e.g. if the start date and time is 08.03.2013 00:00 then the task will be first run on Friday at 00:00 and then repeated as defined by the ‘Repeat Interval’:

None

Daily

Weekly

Monthly

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f. To save the selected repeat interval touch . The ‘Repeat Interval’ window closes and a ‘Maintenance Message’ screen opens.

Note: If you do not enter a MAINTENANCE WARNING i.e. it is left blank, then a default message is shown.

g. From the ‘Schedule [X]’ screen ‘Field Name’ column, select ‘Last Occurred’ this shows the date and time when the scheduled task last fired. Note: This field is shown as read only or locked.

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h. From the ‘Maintenance Message’ screen you can use the keypad to enter a MAINTENANCE WARNING string. When the scheduled date and start time is reached then the MAINTENANCE WARNING string will be displayed. You can select to show a daily or weekly MAINTENANCE WARNING reminder until the service engineer disables this MAINTENANCE WARNING and chooses the appropriate repeat interval.

To save press . The ‘Maintenance Message’ screen closes and the ‘Schedule [X]’ screen is displayed.

Scheduled backup without USB memory stick

This task performs an automatic backup of the database at the scheduled start date / time. Refer to Amend / Create new schedule on page 133.

If the data restore function in Manager Mode is run without a USB memory stick inserted an option is given to restore the database from one of the scheduled backup files.

You can schedule a backup for daily, weekly, monthly and yearly repeat intervals. Refer to Amend / Create new schedule on page 133

If one or mode scheduled backup files are present you will be prompted to restore them in the following order:

daily

Weekly

monthly and

yearly

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If there are no scheduled backup files present then the message "There are no scheduled backup files to restore" is given.

After successfully restoring a database the message "Restore completed successfully" is given and the restored database is active immediately.

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Note: Length of time required to back up varies with the size of the data - number of PLUs, amount of media, etc.

8.1.3 Backup Product File Only1. Insert the USB memory stick into the scale’s USB port located

behind the paper cartridge.

2. In the Data Transfer menu, select Backup Product File Only.

The following window will appear when the backup begins.

3. When the backup has completed, touch .

4. Remove the USB memory stick. The backup file will now be on the stick.

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8.2 RestoringWhen restoring files, you can either delete the existing products or merge with the products on the memory stick.

To restore the data file:

1. Insert the USB memory stick into the scales USB port located behind the paper cartridge.

2. Select Restore in the Data Transfer menu.

3. You will be asked if you want to merge with the existing products. Select Yes or No.

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4. The following window will appear.

5. When the restore is complete, touch .

6. If the data restore function in manager mode is run without a USB memory stick inserted, an option is given to restore the database from one of the scheduled backup files. Scheduled backup files may exist for daily, weekly, monthly and yearly time periods.

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7. If one or more scheduled backup files are present then you will be prompted to restore them in the following order:

Daily

Weekly

Monthly

yearly

8. If there are no scheduled backup files present then the following message "There are no scheduled backup files to restore" is displayed.

9. After successfully restoring a database the following message "Restore completed successfully" is displayed. The restored database is active immediately.


Media Distribution andConfiguration

This chapter describes the different ways of loading media files to the scales, explains media configuration files and gives information on different types of media files.

Contents9.1 Media Distribution using USB Memory Stick

9.1.1 Media Configuration File

9.1.2 Media File Specifications

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9.1 Media Distribution using USB Memory StickMedia files can be loaded to the scale from a USB memory stick. The scale will automatically generate the media records, adverts and playlists as follows:

1. Create a 'media_update' directory on a USB memory stick

2. Save the media and optionally, a media configuration xml document inside the directory.

3. Remove the paper cartridge from the side of the scales to access the scale's USB port.

4. Insert the USB memory stick into the scale's USB port

5. Transfer the media from the memory stick as follows:

a. Selecting 'Manager Mode'.

b. Enter PIN. The 'Manager Mode' screen is displayed.

c. From 'Manager Mode' select 'Data Transfer'. The 'Data Transfer' screen is displayed.

d. From the 'Data Transfer' screen select 'Load Media'. A window is displayed "This will replace all current adverts Are

you sure you wish to continue?" Touch to

continue or to return to the 'Data Transfer'

screen.

e.



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Note: This option is only available on the server and not on client scales.Clients will check and synchronise adverts with the server after a time specified by idle timeout in the scale network configuration (default is 30 seconds).The loading of media using this method restricts the file size of any imported files to 5MB for XM and 10MB for XT. If any file was excluded from the import a message "x files exceeded the maximum file size (xxMB) and were not imported" is displayed.

6. When you touch , all existing adverts and their

associated media is deleted. A new idle time playlist is generated based on the media and an optional media configuration file (mediaconfig. xml) on USB memory stick. If any files was excluded from the import the following message will be displayed:

9.1.1 Media Configuration File This is an optional medial configuration file that can be supplied

on the memory stick with the media.

The media configuration file is mandatory for text adverts as the advert text is specified inside the media configuration file. Refer to Example 1: below.

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Example 1: An idle time playlist and a product playlist with picture and text adverts

The media configuration file is optional for image and video adverts when loaded via USB memory stick. If the media configuration file is not present then a single idle time playlist will be generated with all the advert settings at default values. The type of advert will be determined from the physical media file extension and the order will be sorted alphabetically from the name of the file, uppercase characters first (A-Z then a-z). Refer to Example 2: below

Example 2: A single idle time playlist showing each advert for 5 seconds

If a media configuration file is present then the order in which the adverts are played is determined by the order in which they are defined in the playlist.

Media may be referenced by more than one advert which may be associated with more than one playlist.

<?xml version="1.0" encoding="utf-8"?>

<Advertising>

<Playlist Type = "idle">

<Image Description = "Description for advert one" Duration = "5" File = "filename-1.jpg" />

<Image Description = "Description for advert two" Duration = "5" File = "filename-2.jpg" />

<Text Description = "Description for advert three" Duration = "10" Caption = "10% of Pork Chops"

DateStart = "2012-09-17 00:00:00" DateEnd = "2012-09-23 23:59:59" BackgroundColour = "0"

TextColour = "16777215" FontSize = "24" FontBold = "Yes" FontItalics = "Yes"

FontUnderline = "Yes" Animation = "RightToLeft" Speed = "Slow" />

</ Playlist >

<Playlist Type = "product">

<Image Description = "Description for advert three" File = "filename-3.jpg" />

<Image Description = "Description for advert four" File = "filename-4.jpg" />

</ Playlist >

</Advertising>

<?xml version="1.0" encoding="utf-8"?>



<Advertising>

<Playlist Type = "idle">

<Image Description = "Description for advert one" Duration = "5" File = "filename-1.jpg" />

<Image Description = "Description for advert two" Duration = "5" File = "filename-2.jpg" />

</ Playlist >

</Advertising>

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A media configuration file without any play lists will result in all existing play lists and associated media to be deleted from the scale. Refer to Example 3: below

Example 3: Deletes all play lists and associated media

The tables below specify all the attributes of advert management on the scale that can be controlled by the configuration file.

Any attributes that have not been specified will be set to default values.

Note: Element names and attributes will be case insensitive. Attribute values that are enumerations e.g. Speed (slow, fast, medium) will be understood regardless of case.

Table 1: Element Names and Attributes - Playlist

Table 2: Element Names and Attributes - Images

<?xml version="1.0" encoding="utf-8"?>



<advertising>

</advertising>

Element : Playlist

XML Attribute Type Range Initial/Default ValueDescription Text a-z, 0-9, “-“ “Playlist” + sequence number

The text “Playlist” will be translated

Element : Image

XML Attribute Type Range Initial/Default ValueDescription Text “Advert”+ sequence number

The text advert will be translatedCaption Text utf-8 “Advert” + sequence numberDuration Numeric 0 -999 (secs) 10DateStart String yyyy-mm-dd

hh:mm:ssAlways

DateEnd String yyyy-mm-dd hh:mm:ss

Never

BackgroundColour Numeric24-bit RGB

0 – 16777215 0 (black)

File Text a-z, 0-9, “-“ file name with extension



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Table 3: Element Names and Attributes - Video

Table 4: Element Names and Attributes - Text

Element : Video

XML Attribute Type Range Initial/Default ValueDescription Text “Advert” + sequence number

The text advert will be translatedCaption Text utf-8 “Advert” + sequence numberDateStart String yyyy-mm-dd hh:mm:ss AlwaysDateEnd String yyyy-mm-dd hh:mm:ss NeverBackgroundColour

Numeric24-bit RGB

0 – 16777215 0 (black)

File Text a-z, 0-9, “-“ file name with extension

Element : Text

XML Attribute Type Range Initial/Default ValueDescription Text “Advert” +sequence number

The text advert will be translatedCaption Text utf-8 “Advert” + sequence numberDuration Numeric 0 -999 (secs) 10DateStart String yyyy-mm-dd hh:mm:ss AlwaysDateEnd String yyyy-mm-dd hh:mm:ss NeverBackgroundColour Numeric

24-bit RGB

0 – 16777215 16777215 (white)

TextColour Numeric 24-bit RGB

0 – 16777215 0 (black)

FontSize Numeric 1 – 72 (point size) 1 = 0.35mmFontBold Flag No

YesNo

FontItalics Flag NoYes

No

FontUnderline Flag NoYes

No

Animation enum RightToLeftLeftToRightTopToBottomBottomToTopLeftInOutRightInOutLeftRightBounceStatic

Static

Speed enumOr numeric

Slow MediumFastOr 1-100

Medium



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9.1.2 Media File SpecificationsThe table below details the different types of media file which are supported. The media file extension should be used to determine the type of advert to be displayed. Refer to Table 5 below

Note: Any single media file must not exceed 4MB in size.

Table 5: Types of Media File

Advert Type

Media file extension Comments

Text n/a Marquee text stored in the media configuration file. Various types of animation available.

Image jpg, bmp, png tif, tga, pcx, pnm, gif, xpm

Auto sized to fit window maintaining aspect ratio.Image not expanded if smaller than display window.

Video flv, avi, mp4, mpg, mpeg, wmv

Can only be used for idle time adverts.XT supports sound and up to 30 fps with auto sizing to fit window.XM can support short animated clips (~10 seconds) in flv format.XM has maximum size of 800x453 with no auto sizing.



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Index 153

XM and XT Operator Instructions

BBestsellers 55

keys 55weighting 55

CComms setup

DHCP 97scale networking 101wired 95static IP address 96WLAN (RF comms) 98

Configurationnetwork parameters 55

DData Reports

verify labels 114Data tables

operator editor 25system data 12tare editor 32tares 32tax editor 34tax rates 34

DisplayPLU selected 8

LLevel scale 103

MManager mode 9

NNetwork parameters

account validation 55cashing up declaration 57idle timeout 56keyboard system 56stock print prices 57

subtotal display 55totalising 56transactions 56

PPLU create & edit

create PLU 15

RReports 113, 115, 145

grand totals 122iems report 122machine report 121missing fields 117operator sales 120operator totals 119printing 116security 124tax totals 120totals reports 118trace totals 124

Reset bestsellers 103

SSettings 104Store networks 94

multi server 94peer group 94server/client 94stand alone 94

TTotals reports 116

VVerify labels 114

Foundry Lane, Smethwick,West Midlands,England B66 2LPTel: +44 (0)870 903 2000Fax: +44 (0)870 904 2223Email: [email protected]: www.averyberkel.com

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XM and XT series Retail System Scales - Avery Berkel · XM and XT Setup and Programming Guide...

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