Smart e-Solutions Inc.

Lawrence Kansas

REDBONE FOODS, LLC

Company Profile

Type of Business
Wholesale Food Distribution
C USTOMER S UCCESS S TORY
Redbone Foods, LLC Discovers the Perfect Ingredients
Sage Accpac Inventory Control with Lot Tracking
The History of Redbone Foods
Dale Barth opened the Redbone Alley Restaurant in Florence, South Carolina in 1993. What started as a small business in an unlikely location quickly became a resounding success with nearly 1,500 people lining up daily to enjoy the fresh and innovative regional cuisine. Not content with just this venture, Dale later created Redbone Foods, LLC - a wholesale distribution company offering his sauces, meat rubs and cookbooks to grocery stores throughout the United States. While Dales publishing of cookbooks and appearances on television cooking shows helped to increase brand awareness, the real business growth came when they began to aggressively pursue grocery chains to stock their products - one grocery chain distribution agreement led to another and before long, business was really cookin.

Headquarters

Florence, SC

Other Information

3 Warehouse Locations Founded in 1993

System Profile

Sage Accpac ERP
General Ledger Accounts Payable Accounts Receivable Inventory Control Sales Order Entry Purchase Orders Lot Tracking Transactional Analysis Optional Field Creator
operations and business challenges, Karen Smart of the WAC Consulting - Kansas recommended Sage Accpac ERP which offered comprehensive inventory tracking and distribution functionality integrated with accounting and financial reporting.
Things Get a Little Spicy
With Sage Accpac ERP firmly in place, operations seemed to be on track and running smoothly. However, the challenges of growth did not end there. Redbone Foods discovered one day that its supplier had made a production error that necessitated a recall. Unfortunately, Angie remembers this painful time all too well. We had to dig through files and hundreds of paper documents to determine which batch contained the recalled ingredient and which customers we shipped our product to. Due to the nature of this paper chase and because Redbone Foods is so qualityconscious, they ultimately recalled much more product than they needed to. The whole event was extremely time consuming and costly, says Angie. We threw a lot of good product out with the bad just to be certain.

(Continued on Back )

A New Cook in the Kitchen
With aggressive growth came the need for a new business software system. According to Angie Chovan of Redbone Foods, QuickBooks had worked fine when we were smaller. But as our transaction volume increased and inventory tracking requirements became more complex, we quickly discovered that we needed software with better reporting flexibility and functional depth in the areas of purchasing, order entry and inventory control. Redbone Foods turned to the local Kansas office of the WAC Consulting Group a nationwide business software solution provider. After careful evaluation of Redbones
We Saved a Ton of Time and Money Thanks to Sage Accpac Lot Control and WAC Consulting.
WAC Consulting Group - Kansas is proactive in making sure things are going well and that were getting the most out of our investment in Sage Accpac ERP.
- Angie Chovan Redbone Foods, LLC A New Ingredient In the Mix

Not long after the recall nightmare, Angie happily remembers a phone conversation with Karen Smart who called to check in and see how things were going for Redbone. I like that about WAC Consulting, says Angie. Theyre proactive in making sure things are going well for us and that were getting the most out of our investment in Sage Accpac. Its a very nice touch. In this case, Karens call could not have come at a better time. Angie spoke of their recent recall and Karen immediately suggested they take a look at the Sage Accpac Lot Tracking module. The Lot Tracking module ensures simpler and smarter lot number management. It is designed to track ingredient or input lots from the point of receipt from a vendor through to specific products, batches, customers and sales invoices and also to inventory in warehouses. The Return Materials Authorization functionality of Sage Accpac Lot Tracking also simplifies the return of recalled products from customers. Lot tracking makes this otherwise time-consuming task a snap. Angie recalls, Setting it up was simple and the training provided by the WAC Consulting Group was thorough and easy to understand which helped us get the module up and running quickly. back to specific manufactured production runs and batches. Lot information also fully integrates with inventory and order entry so that all transaction history for purchases and sales can be quickly tracked, reviewed, and reported. Angie mentions, We recently had a little production discrepancy, but this time things were much different. With a couple clicks of my mouse, I was quickly able to isolate the problem to just sixteen bottles. Unlike the last recall, this time around it was nothing more than a small bump in the road. We saved a ton of time and money, thanks to lot control and WAC Consulting. Beyond lot control, Redbone Foods relies on Sage Accpac to keep accurate tabs on inventory moving in and out of their various warehouses including replenishment transfers from their main warehouse in Greenville, South Carolina to their two other warehouse locations.
A Savory Business Relationship
In closing, Angie says, The consultants at WAC Consulting - Kansas are down to earth and easy to talk with. If we have an issue with our system, they take time to evaluate every little bit of the problem before offering a solution. I never feel uncomfortable calling them about anything. They are very knowledgeable about Sage Accpac and are a critical part of supporting the continued growth and success of Redbone Foods.

A Recipe for Success

Sage Accpac Lot Control has proven to be invaluable. Lot numbers are now generated during purchase order receipt and tracked

About Smart e-Solutions

Smart e-Solutions has been providing automated accounting software and business solutions to companies all over the US for nearly 12 years. We specialize in creating turnkey solutions in the areas of accounting, manufacturing, sales, and human resources for retailers, distribution centers, manufacturing companies, government agencies, service, and not-for-profit organizations. Our mission is your success. We mean it!

2113 Inverness Drive

Lawrence, KS 66047

(785) 832-0007

www.Smarte-Solutions.com
info@Smarte-Solutions.com
Copyright 2008 Smart e-Solutions. All rights reserved. The Sage Software product names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliated entities. All other product names and/or trademarks are the property of their respective owners.

PBT for Windows User Guide
PBT for Windows User Guide PBT for Windows User Guide MJD Software Ltd. All Rights Reserved

copyright 2000 by:

No part of this manual may be reproduced or transmitted in any form by any means, electronic or mechanical, including photocopy, facsimile, or any information storage and retrieval system, without written permission from MJD Software Ltd. The PBT for Windows User Guide was prepared with the help of Irene Allison. PBT for Windows software copyright MJD Software Ltd.

1999, 2000 by:

No part of this software may be reproduced or transmitted in any form by any means, electronic or mechanical, including diskette duplication (except for one backup copy kept by the original owner), recording or any information storage and retrieval system, without written permission from MJD Software Ltd. Warning: This software and manual are protected by copyright. Each copy is licensed for one (1) ACCPAC site. Trademarks: PBT for Windows is a trademark of MJD Software Ltd. Windows 95, Windows 98, and Windows NT are trademarks of Microsoft Corporation. ACCPAC for Windows is a trademark of ACCPAC International, Inc. BarTender is a registered trademark of Seagull Scientific Systems, Inc. Crystal Reports is a trademark of Seagate Software, Inc.

MJD Software Ltd.

Suite 210 - 470 Granville Street Vancouver, BC Canada V6C 1V5 Tel: (604) 685-1901 Fax (604) 685-1921 http://www.mjdsoftware.com E-mail: info@mjdsoftware.com

Contents

Introduction. 1 About this Guide. 1 Who should use this Guide. 1 How to use this Guide. 1 Organization of the Guide. 2 Conventions. 3 Other useful information. 3 Software Support and Registration. 4 Chapter 1, Getting Started. 5 Before you begin. 6 Installing the software. 6 Part 1 Installing PBT for Windows. 7 Part 2 Installing BarTender. 9 Configuring the software. 10 Setting up ODBC connections. 10 Recommendations. 11 Activating PBT for Windows. 13 Selecting required defaults. 14 Where to next?. 16 Chapter 2, Understanding Key Concepts. 17 What is bar coding?. 18 Definition. 18 Example. 18 Bar Code Symbology. 19 What is PBT for Windows?. 19 Definition. 19 Features. 20 Database Overview. 20 Examples of database use. 21 Using bar codes for internal purposes only. 22 Complying with customer bar code requirements. 22 Using customer and vendor bar codes. 22 Where to next?. 23
Chapter 3, Working with PBT for Windows. 25 Using PBT for Windows. 26 Starting PBT for Windows. 26 Using short-cut keys. 28 Setting PBT for Windows options. 29 Required options. 29 BarTender option. 29 Command line (Cmd line) options. 30 General options. 30 Default bar code type. 31 Validation options. 31 Selecting the options. 34 Creating additional data entry fields. 36 Where to next?. 38 Chapter 4, Managing Bar Codes. 39 Accessing the bar code databases. 40 Working with the maintenance screens. 41 Maintenance screen commands and buttons. 42 Using the Finder function. 44 Working with additional data entry fields. 47 Entering data into the databases. 48 Adding bar codes manually. 50 Importing bar codes. 51 Exporting bar codes. 55 Changing bar code data. 58 Modifying records. 58 Storing and changing additional information. 59 Assigning multiple bar codes to an item. 60 Deleting bar codes. 61 Deleting individual bar codes. 61 Purging multiple bar codes. 62 Where to next?. 64 Chapter 5, Preparing Bar Code Labels. 65 Preparing bar code labels. 66 Selecting label Profiles. 66 Selecting Label formats. 67 Internals for Label formats. 68 Printing Bar Code Labels. 68 Selecting label criteria. 70
Editing and designing bar code labels. 73 First things first. 73 Changing existing label formats. 76 Designing new bar code labels. 81 Where to next?. 86 Chapter 6, Preparing Reports. 87 Preparing Reports. 88 Selecting report Profiles. 88 Internals for report Profiles. 89 Selecting Report options. 89 Internals for Report options. 90 Printing Bar Code Reports. 90 Selecting report criteria. 92 Where to next?. 94 Appendix A, Bar Codes Supported by PBT for Windows. 95
Troubleshooting bar codes. 101 Bar codes dont match. 101 Import fails. 101 Unable to scan bar codes. 102 Troubleshooting screens. 102 Data entry fields dont appear on the screen. 102 Records dont show in the Finder display. 103 Troubleshooting bar code labels. 103 Label design doesnt work. 103 Labels wont print. 103 Syntax error or access violation 37000. 104 For more help. 104 Glossary. 105 Index. 109
Appendix B, Troubleshooting. 101

Introduction

This section introduces the PBT for Windows User Guide. It provides general information about the Guide, who it was written for and why. It describes how the information is organized and presented. It also includes a list of other sources of information which you may find helpful while using PBT for Windows. Finally, it discusses software support and registration.

About this Guide

How to use this Guide
Your needs and current knowledge of PBT for Windows will determine the best way to use this Guide. If you are a systems administrator, or if you are responsible for setting up the software, go directly to Chapter 1, Getting Started, to find information about installing and configuring PBT for Windows.
Who should use this Guide
Whether you are an advanced user or a beginner, the PBT for Windows User Guide should provide answers to your questions. The Guide was written for beginners and its aim is to help new users become familiar with PBT for Windows as quickly as possible. In addition, the Guide contains information which advanced users and systems administers will find helpful. For users who are already familiar with the software, the Guide can serve as a basic source of reference. Where appropriate, additional technical details have been included.
If you are a new user, you may wish to review Chapter 2, Understanding Key Concepts, and then work your way systematically through the Guide to learn how the software works. If you are an advanced user, you can use the Guide as a reference tool to look up information as required.
Organization of the Guide
The PBT for Windows User Guide is divided into six chapters and two appendixes. The Guide contains basic explanations, overviews, step-bystep-procedures, and technical details. Information in the Guide is organized in the following manner: Question How to install the software and get it ready to use. Where to look: Chapter 1, Getting Started
What you should know about bar coding and the databases in PBT for Windows. How to set the functions and options in PBT for Windows. How to add, change, and / or delete bar codes. How to design and print bar code labels. How to set up and print maintenance reports. Description of industry-standard bar codes available for use. What could go wrong and how to fix it. What does that mean?
Chapter 2, Understanding Key Concepts Chapter 3, Working with PBT for Windows Chapter 4, Managing Bar Codes Chapter 5, Preparing Bar Code Labels Chapter 6, Preparing Reports Appendix A, Bar Codes Supported by PBT for Windows Appendix B, Troubleshooting Glossary

Conventions

The PBT for Windows User Guide uses the following conventions: Example File>Import Alt + a Right-click Double-click Description Clicking the Import submenu on the File Menu. Holding down the Alt key and pressing the lowercase letter a. Clicking the right mouse button. Quickly clicking the primary mouse button (usually the left mouse button) twice. If you have set the primary mouse button to the single-click option, you should click only once when documentation tells you to double-click. Clicking the left mouse button. In procedures, indicates text that you type, or the name of an object on the screen (such as a menu, tab, button, field, or command) that you click

Working with PBT for Windows
This chapter provides the basic tools for working with PBT for Windows. It explains how to start the software and how to use short-cut keys. It describes the options available, when to use them, and how to set them up. Finally, it explains how to create additional data entry fields for storing extra information in your bar codes databases.
Chapter 3, Working with PBT for Windows

Using PBT for Windows

This section provides a basic overview of PBT for Windows. It describes how to use the functions and options in the software. If you are already familiar with ACCPAC for Windows, you will find that PBT for Windows has the same look and feel. It uses the same screen and window buttons, and many of the screen layouts are similar.

Starting PBT for Windows

PBT for Windows functions from within ACCPAC.
To start PBT for Windows:
Start ACCPAC for Windows. Click the PBT for Windows folder on the left-hand side of the screen.
The following icons appear in the main window for PBT: PBT Icon What it allows you do to:
set default options for PBT for Windows switch on data validation fields create additional data entry fields for the bar

code databases

Manage options and database setup:

Manage the internal bar code database: add or import bar codes make changes to the data export bar codes delete internal bar codes Manage the customer bar code database. add or import bar codes make changes to the data export bar codes delete customer bar codes Manage the vendor bar code database: add or import bar codes make changes to the data export bar codes delete vendor bar codes

PBT Icon

What it allows you do to: Prepare and print maintenance reports for your bar code databases.
Prepare and print bar code labels.

Using short-cut keys

Command Alt + a Alt + s F5 Shift + Delete Ctrl + Insert Shift + Insert Alt + F4 Add Save Find Cut Copy Paste Close
Remove groups of bar codes and related data from the internal, customer, or vendor bar code databases.
You can use the following short-cut keys in PBT for Windows:
Setting PBT for Windows options
There are two types of options in PBT for Windows:
Required options: which must be set correctly for the software to

work. These are:

include:
the location of the BarTender executable file the command line options for BarTender
General options: which you can set and change at any time. These
type of default bar code validation of items numbers, customer numbers, units of measure, vendor numbers conversion of blank units of measure to stocking units of measure

Validate vendors:

This option controls incoming data based on whether or not the vendor number already exists in ACCPAC Accounts Payable. to ensure that data can be added only for vendors with a valid Vendor Number in ACCPAC Accounts Payable (recommended setting). to add data for new vendors that do not yet exist in ACCPAC Accounts Payable. If this option is clear, you can add any vendor number except for a blank one. Blank vendor numbers are automatically rejected. After adding or importing new data, create the new vendor numbers in ACCPAC Accounts Payable.
Convert blank units of measure to stocking units of measure: This option allows you to control incoming data with blank units of measure. Select Clear to convert blank units of measure to stocking units of measure for incoming data (recommended setting). to add any non-blank unit of measure for incoming data. If this option is clear, you can add any item unit of measure except for a blank one. Blank units of measure are automatically rejected.

Selecting the options

You can select the default options in the General Options folder on the Maintain PBT Options screen.
To select the options in PBT for Windows:

1. 2. 3.

Click the PBT for Windows folder.
Double-click the General Options icon to open the Maintain PBT Options screen. Note The Data field at the bottom of the screen indicates the location of Company files for bar code label editing and printing. The Maintain PBT Options screen appears:
4. 5. 6. PBT for Windows User Guide
W a r n i n g ! Do not change the options for BarTender and Cmd line options except upon advice from your consultant or from MJD Software Ltd. Leave the Default bar code type as Any, or select the desired bar code type from the drop-down list. Select the validation options you want by clicking or clearing the check boxes. Click Save to set the default options. Click Close to return to the main PBT for Windows folder.
Creating additional data entry fields
PBT for Windows allows you to create your own data entry fields for storing additional information in your bar code databases. For example, you can create fields for customer price, creation date, location of graphics file, and so on. When you create the fields, you give them a title, and you flag them as active (currently in use) or inactive (created, but not currently in use). The fields you create will appear on the screens for maintaining your bar codes. The following table shows the optional data entry fields you can use: Field type Field1 Field2 Field3 Field4 Field5 Field6 Date1 Date2 Length 5 characters 5 characters 10 characters 10 characters 30 characters 30 characters

1. 2. 3. 36

Amount1 Amountdecimals 3 decimals Number1 Number2 Flag1 Flagdecimals 4 decimals
To set up additional data entry fields:
Start ACCPAC for Windows. Click the PBT for Windows folder. Double-click the General Options icon to bring up the Maintain PBT Options screen.

Accessing the bar code databases Screen commands:
The following menu commands are available on all bar code maintenance screens Menu: File menu: Print Print Setup Import Export Edit menu: Cut Copy Paste Find BarCode menu: New Save Delete Cancel changes Next Previous First Last Set Criteria Function:
Choose this menu command to: print the currently selected item select the printer you want to use import bar codes and other data create an exportable file of bar code data Choose these standard Windows and ACCPAC menu commands for cutting, copying, pasting, and finding text.

Help menu:

Choose this menu command to: add a new bar code to the item save the current record delete the current record only cancel changes made to the current record go to the next record in the database go to the previous records in the database go to the first record in the database go to the last record in the database set criteria for displaying records on the Finder screen Choose this menu to access the help systems, including ACCPAC and BarTender help.
Chapter 4, Managing Bar Codes Screen buttons:
The following buttons appear on all the bar code maintenance screens: Button: Name: Finder What it does: Looks up and selects records from the database.

Up and down arrows

Scrolls through the list of items with assigned bar codes.
Assigns a bar code to an item that does not already have one, then clears the screen. Displays details for the item that matches the criteria selected.
Using the Finder function
Adds the record on display.
Saves the record on display.
Deletes the records on display.
Closes the Maintenance Screen. Prompts to save data. Returns to the Main PBT for Windows screen.
The Finder function works the same way in PBT for Windows as it does in ACCPAC for Windows. A complete description of this function and how to use it can be found in the ACCPAC manuals and online help.
Whenever you see the Finder button on the screen, you can click it to search the database for records. Setting criteria for the Finder display Just like in ACCPAC for Windows, to determine which records will be displayed on the Finder screens, you use the Set Criteria option which is available from the BarCode menu on the maintenance screens.
To determine which records will show in Finder:
Click the PBT for Windows folder in ACCPAC. Double-click the icon for the bar code database you want to work with. Click BarCode>Set Criteria on the Maintain Bar Code screen. The Set Criteria dialog box appears:
5. 6. 7. PBT for Windows User Guide
4. Click the Edit Criteria button.
Select the type of data to set criteria on by clicking the down arrow of Field and clicking the field you want.
Click the down arrow of Criteria to select the mathematical symbol, or relational operator, for the test condition you want. Click the V button to type a value for the particular field you want to set criteria on. The screen shot below shows an example where criteria have been set to show only vendor numbers less than or equal to1500.

Note For additional data entry fields to appear on the screen, they must be created and activated. For more information, turn to Creating additional data entry fields, on page 36.
ACCPAC vendor numbers can be added to your Vendor bar code database. For more information on setting these values, see Validation options, on page 31. There are three different ways to enter bar codes to your databases in PBT for Windows. You can:
import bar codes from an electronic file scan bar codes directly from an attached bar code scanner add the bar code by typing it directly into the database
First you must decide which database you want to update depending on whether the bar codes are internal, customer, or vendor. Then choose one of the following three methods:
Importing: Bar code data can be entered directly into the PBT for Windows databases from an electronic computer file. This method is fast and efficient, and, as long as the electronic file is accurate, eliminates the risk of data entry error. For step-by-step procedures, turn to Importing bar codes, on page 51. Scanning: If you have a bar code scanner directly attached to your
keyboard, you can automatically enter bar codes into the PBT for Windows databases. This method is fast and efficient and eliminates any error in data entry.
Note This method does not work with a handheld scanner. You must use a scanner directly attached to your computer.
Adding manually: You can add bar codes manually by typing them
directly into the PBT for Windows database. This method is most appropriate when you are adding only a few bar codes. But of the three methods, it is the most prone to data entry error.
Note All bar code digits, including the system checksum digit, must be typed correctly and completely. If any digits are missing, the bar codes in the database will not match against bar codes that are scanned.
Adding bar codes manually
Adding bar codes manually means typing them in to your databases one by one. This method is most appropriate when you only have a few bar codes to add.

To manually add new bar code data:
Start ACCPAC for Windows. Click the PBT for Windows folder. Double-click the icon for the database you want to add bar codes to (Internal, Customer, or Vendor). The maintenance screen for the database opens. Type, or select the required fields by clicking the Finder buttons and selecting them directly from the database. You must enter values for the following required fields in order to add bar code data: Database: Required Fields: Item Number Units Customer Item Number Units Vendor Item Number Units

5. 6. 7. 8. 50

Internal bar codes: Customer bar codes: Vendor bar codes: Type the bar code in the Bar Code field.
Click the down arrow of Group to select a new group for the new bar code. Click the Go button to bring up the record for the item and criteria selected.
Click the down arrow of Type to select the bar code type.
W a r n i n g ! Double-check that you have typed the bar code correctly and completely, including the system checksum digit. If any digits are missing or incorrect, bar codes that are scanned will not match the bar codes in the database. 9. Click the Add button at the bottom left of the screen, or press Alt + a, to add the new bar code to the database.

Importing bar codes

Bar codes can be added to the databases by importing, or reading them directly from a file. Importing bar codes directly into the databases is a fast and efficient way to add data, and to reduce error in data entry. Note You must use a Comma Separated Values file (CSV) to import bar codes. You can use Windows Explorer to verify the file type of your import file. Click View>Details, then click View>Arrange Icons> by Type. Note that all CSV files have the extension:.csv W a r n i n g ! Be careful if you use Excel to view the import file. When you save the file in Excel it will automatically strip off any leading zeroes, then save it as an Excel file (.xls). To avoid damaging the import file after viewing it in Excel, click Save>As, then select Comma Separated Value (.csv) as the Save as Type of file.

To import bar codes:

2. 3. PBT for Windows User Guide
1. Click File>Import. The search dialog box appears.
Click on the PBT for Windows folder in ACCPAC.

The Modify Selected Object dialog box opens.
7. PBT for Windows User Guide
5. 6. Make the required changes.
Click the tab for the type of change you want to make. For example, as shown above, click the Font tab to change typeface and font size. Click OK to return to the main BarTender screen.
Note After you have finished making database changes to a label format, it is recommended that you activate the Use Custom SQL Statement. For procedures to do this, turn to Setting the Custom SQL Statement, on page 74.
Adding new label fields There are two types of fields you can add to labels:
a database field a fixed text field
Follow the procedures below depending on the type of field you want to add to the label format.

Adding database fields

When you add a database field to a label, the actual value of the field is updated directly from the database every time the label is printed. W a r n i n g ! Before proceeding, read the section First things first, on page 73. In particular, before adding new database fields to a label format, it is recommended that you deactivate the Use Custom SQL Statement. For procedures to do this, turn to Setting the Custom SQL Statement, on page 74.
To add database fields to the label format:
1. 2. 3. 4. 5. 6. Double-click the new field. Click the Data Source tab.
Open BarTender and select an existing label format. Deactivate the Use Custom SQL Statement (see page 74).
To add another database field to the label, on the main BarTender screen, click Create>Text. Click on the label to mark the insertion point. Use the anchor points to resize and move the field as required.
If Database does not appear in the Source field, click the down arrow to select it. Click the down arrow of the Use Field to select the database field you want to insert.
10. Make any other required changes (for example, font, position, text). 11. Click OK to return to the main BarTender screen. 12. Double-click the new field on the label to modify font, text, position, as required.
The screen below shows the result of adding the database field called ICITEM.ITEMNO:

Adding fixed fields

1. 2. 3. 4. 5. 6. 80
To add fixed text to the label format:
Note After you have finished adding new database fields to the label, it is recommended that you activate the Use Custom SQL Statement. For procedures to do this, turn to Setting the Custom SQL Statement, on page 74.
You may want to add fixed fields to certain bar code labels. For example, you may want to add a graphic, a company logo, a fixed date, or some other text.
On the main BarTender screen, click Create>Text. Click on the label to mark the insertion point. Use the anchor points to resize and move the field as required. Double-click the new field, then click the Data Source tab. Select Screen Data in the Source field. In the Screen Data field, type the fixed text you want to appear on the label. Click OK.

Troubleshooting bar code labels

Label design doesnt work

If there are problems accessing database fields when designing labels verify the following two elements:

Labels wont print

Check that the ODBC connection has been properly set up between ACCPAC for Windows and BarTender (see Setting up ODBC connections, on page 10). Check the database connection within BarTender (see To set up the database connection in BarTender:, on page 82).
If you are unable to print your bar code labels check the following: The ODBC connection between ACCPAC for Windows and BarTender exists (see Setting up ODBC connections, on page 10). If your system is set up to allow label printing from multiple workstations, check that the data source named in the ODBC connection is unique. Also check the samples and BarTender files to make sure that the name of the system data source is correct and unique to that workstation. Check that the correct command line options and location for the BarTender executable have been set in the General Options of PBT for Windows. (For correct settings, see Selecting required defaults, on page 14.) Check the label criteria specified and adjust as required (see Selecting label criteria, on page 70).
Syntax error or access violation 37000
If you get a syntax or access violation error number 37000 when printing labels, the likely cause is a problem between the Btrieve ODBC database and BarTender. To solve this problem: 1. 2. Return to the Database Setup Joins tab in BarTender. (See Setting up the database connection, on page 82 for more information). Click the SQL tab and verify that the Use Custom SQL Statement is ticked. If not, click it to select it. Then click OK and try printing the labels again. If the Use Custom SQL Statement is already selected, click it to switch it off. Click the Joins tab. Clear any joins displayed in the dialog box. Click the Generate Joins Table button to regenerate the joins. Double-check the joins set up by BarTender and make any required changes. Click the SQL tab to return to the SQL dialog box. Click Use SQL statement to activate it. Click OK to save the changes made. Try printing the labels again.

3. 4. 5. 6. 7.

For more help

If you need more help, other sources of information include: the online help systems of ACCPAC and BarTender the BarTender, ACCPAC, and Crystal Reports manuals the option of technical support through the MJD Software Product Maintenance Plan (see page 4)

Glossary

alphanumeric A character set that contains alphabetic characters (letters), numeric digits (numbers) and usually other special characters such as punctuation marks.
backup A duplicate copy of a program, a disk, or data, made either for archiving purposes or for safeguarding valuable files from loss should the active copy be damaged or destroyed. Also called backup copy or backup file.

bar code

bar code reader

bar code scanner

bar code symbology bar code type PBT for Windows User Guide
see bar code scanner see bar code symbology
The special identification code printed as a set of vertical bars of differing widths representing binary information that can be read by an optical scanner. The coding can include numbers, characters, or a combination of the two; some codes include built-in error checking and can be read in either direction.
An optical device that uses a laser beam to read and interpret bar codes, such as the Universal Product Codes found on grocery products and other retail items.
A unique set of rules for encoding information in a bar code symbol. An arrangement of parallel, rectangular bars and spaces arranged in a predetermined pattern following specific rules. See Bar Codes Supported by PBT for Windows, on page 95.

Glossary C

checksum digit A calculated character often included within a bar code symbol whose value is used for performing a mathematical check on the validity of the encoded data. see selection criteria Comma separated values (CSV) file is a type of file format which PBT for Windows uses for importing bar codes. The data is defined with a template and the data values are separated by commas. See Importing bar codes, on page 51 for more information.

criteria CSV

database A file composed of records, each containing fields together with a set of operations for searching, sorting, recombining, and other functions. see system DSN

data source name DBMS

export file export template extension 106

See file extension.

The Database Management System (DBMS) is a software interface between the database and the user. A database management system handles user requests for database actions and allows for control of security and data integrity requirements. Any of the numeric characters, zero through nine, inclusive.
A computer (electronic) data file created by copying records from the database. In PBT for Windows, the export file should be created as a CSV file.

Like an internal blueprint, this is the description of the fields, the field types, and the location of the fields contained in the export file. In PBT for Windows, the export templates have the extension:.exp

Glossary F

file extension The last three characters of a file name after the dot. The file extension indicates the file type. Refers to the nature of a file, generally determined by the application that created it. For example, unless otherwise specified, Excel creates Excel files with an extension of.xls

file type

human readable characters The text representing the data content of a bar code, generally appearing below the actual bar code.

import file

import template

OE optional table

numeric A character set that includes only numbers.
Inventory Control (IC). Discussion of IC in PBT for Windows refers specifically to ACCPAC Inventory Control. A computer (electronic) data file used to add records directly into the bar code databases. In PBT for Windows, for the import procedure to work, the import file must be a CSV file.
Like an internal blueprint, this is the description of the fields, the field types, and the location of the fields contained in the import file. In PBT for Windows, the import templates have the extension:.imp Open Database Connectivity (ODBC) is a Microsoft standard database query interface providing a common language for Windows applications to gain access to a database on a network. Order Entry (OE). Discussion of OE in PBT for Windows refers specifically to ACCPAC Order Entry. Refers to ACCPAC optional tables. See the ACCPAC System Manager User Guide for more information.

Glossary S

selection criteria symbology system DSN Refers to the choices available that allow you to identify the records you want from a database. see bar code symbology The name of the system data source. In the context of this guide, DSN refers to system Data Source Name, unless otherwise specified.
thermal direct printing thermal transfer printing A print method in which a heated print head contacts specially treated labels, thereby causing the label to darken. A print method in which a heated print head melts and transfers ink from a ribbon to a label.
Uniform Code Council (UCC) is the official body which issues the 6digit manufacturing identification number for the 12-digit Universal Product Code. Universal Product Code (UPC) is the industry-standard bar code symbology used by the retail and grocery sectors. For a description of the UPC symbology, turn to page 96.

definition of 106 deleting data 61 examples of use 21 Internal bar codes 40 overview of 20 purging groups of data 62 Vendor bar codes 40 DBMS, definition of 106 Defaults see Options see Recommendations Delete, menu command 43 Deleting label fields 81 procedures 6164 purging options 63 Digit, definition of 106 Down, arrow command 44
FFile BarTender executable 15 export file, definition of 106 extension, definition of 106 file type, definition of 106 import file, definition of 107 location of BarTender executable 29 location of report files 90 location of report profiles 89 location of the label data files 75 Find, short-cut key 28 Finder button 44 changing criteria 46 clearing criteria 46 setting criteria 45 troubleshooting 103 using First, command 43 Folder Administrative Services 13 PBT for Windows 14

Go, button command 44

Help ACCPAC for Windows 3 bar codes 101 BarTender 3 labels 103 manuals 3 scanning 102 screens 102 sources of 104 technical support 4

Index I

I2ofIC definition of 107 label profiles 66 Icons, PBT for Windows 27 Import Bar Code dialog box 53 Import, menu command 43 Importing bar codes 51 Comma Separated Values file 51 definition of 51 errors 54 Excel warning 51 options 53 procedures 51 required fields 53 restart 54 template 52 troubleshooting 101 see also Adding see also Troubleshooting Installing BarTender 9 PBT for Windows 7 Interleaved 2 of Item descriptions, report criteria 92 Item numbers assigning multiple bar codes 60 Internal bar code database 40 label criteria 71 report criteria 92 validation of 32
adding fixed fields 80 adding graphics 81 backing up 75 creating new labels 81 deleting label fields 81 designing 7385 formats 67 location of data files 68 modifying formats 76 preparing 6668 printing 68 recommendations 7375 sample Profiles 66 selection criteria 7073 setting the Custom SQL Statement 74 Last, command 43 License Agreement 4 Location, label criteria 71
Maintain Internal Bar Code screen 42 Maintain PBT Options screen 15 MJD Software Ltd., contact information 4 MSI 99 MSI Plessey 95
Labels adding bar codes 84 adding database fields 78 Keys, see Short-cut keys 112
New, button command New, menu command Next, menu command Numeric, definition of