Avery Berkel XM Series Operating instructions

XM and XT series
Retail System Scales
Setup and Programming Guide

©Avery Berkel, 2013. All rights reserved.
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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
Contents
page no.
1 Before you Begin
1.1 Overview 8
1.1.1 Typical sales screen 8
1.1.2 Manager mode 8
1.2 Using Manager mode 9
1.2.1 Manager mode layout 9
2 System Data
2.1 System data 12
2.2 Products 13
2.2.1 Editing a PLU 13
2.2.2 Creating a PLU 15
2.2.3 PLU Editor fields 17
2.3 Operators 25
2.3.1 Setting up a new operator 26
2.4 Discounts 30
2.4.1 Discount rates 30
2.4.2 Setting up a discount 30
2.5 Tares 32
2.5.1 Creating/editing container weights 32
2.5.2 Assigning a stored tare 33
2.6 Tax rates 34
2.6.1 Setting up tax rates 35
2.7 Ledgers 36
2.7.1 Setting up an account 36
2.8 Messages 38
2.8.1 Message Category 40

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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 55
3.2.1 Network parameters 55
3.2.2 Setting network parameters 66
3.3 Touch menus 67
3.3.1 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) 95
4.2.1 Wired setup 95
4.2.2 Wireless setup (WLAN) - RF comms (optional) 98
4.3 Network setup 101
4.3.1 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 104
4.6.1 Home Keyboard 104
4.6.2 Machine Department 104
4.6.3 Other settings 104

XM and XT Setup and Programming Guide 5
4.7 Printer Settings 108
4.7.1 Printer settings menu 108
4.7.2 Label Taken Sensor 111
5 Data Reports
5.1 Data reports 114
5.1.1 Verify labels 114
6 Totals Reports
6.1 Overview 116
6.1.1 Report printing 116
6.1.2 Missing fields 117
6.2 Totals reports 118
6.2.1 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

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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 132
8.1.1 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 and
Configuration
9.1 Media Distribution using USB Memory Stick 146
9.1.1 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.
Contents
1.1, Overview
1.1.1, Typical sales screen
1.1.2, Manager mode
1.2, Using Manager mode
1.2.1, Manager mode layout
1

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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 mode
Important: You must be in Manager Mode in order to perform a
programming operation.
1
2
3
4
56
7
8
9

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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.

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XM and XT Setup and Programming Guide
System Data
This chapter tells you how to program the system data required for all
the scales on the network.
Contents
2.1, 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

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2.1 System data Note: 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.

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2.2 Products
Important: Remember, you must be in Manager Mode in order to
perform a programming operation.
2.2.1 Editing a PLU
1. 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

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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.

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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.

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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.

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2.2.3 PLU Editor fields
Some 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.

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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 onthecustomer
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.

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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 Promotions
You 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.

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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.