ACCPAC Advantage 5.0 Inventory Control and Order Entry

Course Introduction

The ACCPAC Advantage 5.0 Inventory Control and Order Entry course introduces the accounting software using a hands-on approach with simulated source documents. It takes the learner step-by-step through a conversion from a manual inventory control/order entry system. Students go through the procedures for setting up each application, followed by transaction processing using source documents. Simulated forms (e.g., invoices, purchase orders, and memos) are clearly illustrated. The lesson tasks in this course are based on a fictitious company. At the end of every lesson, students are presented with questions for review and a practice exercise to reinforce and test learning. A Lab Exercise is presented at the end of this workbook that will help prepare students for the final exam. This course combines learning in Inventory Control and Order Entry modules.

Course Breakdown

Lesson 1: Introduction; Purpose of this Course; ACCPAC Advantage Accounting Package; System Manager; Company and System Databases; ACCPAC Modular Integration; Pervasive.2000 SQL Database Management System; Processing in ACCPAC; Basics of ACCPAC Advantage; ACCPAC Buttons and Commands; Working with Application Windows; Working with Forms; How to Use this Workbook; Helpful Hints; Getting Started Lesson 2: Setting Up Inventory Control; Online Documentation; Inventory Control Applications; I/C Setup; I/C Options; Printing I/C Setup Reports; I/C Background Information Lesson 3: Entering Data in Inventory Control; Entering Items; Editing Item Records; Importing Items; Vendor Details; Item Pricing; Reorder Quantities; Opening Inventory; Day End Processing; Deleting the Opening I/C Subledger Batch in G/L; Item Valuation Report Lesson 4: Setting Up Order Entry; Activating Order Entry; Order Entry Applications; O/E Options; Miscellaneous Charges; Ship-Via Codes; Salesperson Commission Rates; Templates Lesson 5: Order Entry - Transaction Processing; Printing Customer Invoices; Completed Orders; Backorders; Printing Picking Slips; Orders with Prepayment; Quotes; Day End Processing; Advancing the Session Date; Receiving Inventory; Filling a Backorder; Converting a Quote into an Order; Future Orders; Standing Orders; Creating an Active Order from a Standing Order

Course Prerequisite(s)

To ensure successful completion of this course, students should possess basic knowledge in bookkeeping or accounting theory, and basic knowledge of Windows.

Course Aim

At the end of this course, students will have successfully gained in-depth knowledge of the Inventory Control and Order Entry modules of the ACCPAC Advantage 5.0 Corporate Edition software.

Of Interest to

Individuals interested in pursuing a career in accounting, or Bookkeepers and Accountants who wish to broaden their knowledge of accounting software programs.

ACPW50E2 10/03

Lesson 6: I/C & O/E More Transaction and Month-End Processing; Sales Returns and Credit Notes; Sales Allowances; Stock Transfers; Bills of Materials and Assemblies; Assemblies; Adjustments; Analytical Reports; Month-End Processing; Order Status Activating Future Orders; Sales Statistics Report; Sales History Report; Order Action Report; Transaction List Report; Posting Journals; Sales Statistics and Inquiries; Salesperson Commissions Report; Batch Printing Invoices; Inventory Control Month-End Reports; Item Status Report; Item Valuation Report; Month-End Processing in Other Ledgers; Clearing History; Physical Inventory Count Appendices: Backing Up and Restoring ACCPAC Databases; Tax: GST/HST and PST/RST; ACCPAC Help and Online Documentation; Adding a New Customer; Physical Inventory Count; Clearing History and Inactive Records Lab Exercise

Course Notes

Course manual provided for on-going reference. There is a final exam upon completion of the course. Participants who receive 75% or higher on their exam will receive a certificate.

Program Classification

Accounting

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

10. At the Printer Driver Installation screen, if you know the printer you will be using to print bar code labels, click Add Printer to install the BarTender printer driver. Then continue with the next step. Otherwise, if you are unsure of the printer you will use, click Next to install the printer drivers at a later time. This will return you to the BarTender Setup dialog box.
11. Click Next at the Add Printer Wizard prompt. 12. Select local or network printer as required. Click Next to continue.
13. On the Printer Manufacturers screen, click Have Disk. 14. Click the Browse button and select the CD-ROM drive. 15. In the File Name field select drivers.inf and click OK. 16. Click OK in the Install From Disk dialog box.
17. On the Printer Manufacturer and Model screen select the manufacturer and model of your printer. Click Next to continue. 18. Select the printer port by clicking on it, then click Next. 19. Leave the default printer name as it appears on the screen, and click No at the prompt: Do you want your Windows-based programs to use this printer as the default printer? 20. Click Next to complete the installation of the BarTender printer driver files. 21. At the message BarTender Setup Wizard Complete, click Finish. 22. When the screen returns to the Windows desktop, restart your computer. W a r n i n g ! Do not start BarTender at this time. You must configure the software before PBT for Windows is ready to run.

Configuring the software

Setting up ODBC connections
An ODBC connection must exist on the Pervasive database between ACCPAC for Windows and BarTender. W a r n i n g ! You will not be able to print or design bar code labels with ACCPAC data unless an ODBC connection has been successfully set up between ACCPAC for Windows and BarTender.
1. 2. 3. Activating PBT for Windows. Selecting required defaults.
After successfully installing both PBT for Windows and BarTender, you must configure the software before it can be used. The configuration process consists of three key steps: Setting up one or more ODBC connections.
This section provides the step-by-step procedures to successfully complete the configuration process.

Recommendations

Since different system configurations affect the set up of an ODBC connection, this section does not attempt to provides all the answers. Instead, the following recommendations are provided to help guide you in the process. Who should set up the ODBC connection? If you are not familiar with creating ODBC connections, contact your Qualified Installer or Network Administrator for help. Before proceeding with the ODBC setup, make sure you have the appropriate level of access and database rights for both the client and the server. Where to set up the ODBC connection? Here are the key considerations:

However, the way you use the databases in PBT for Windows depends entirely on your business or organizational needs. The possibilities range from the simplest, where you do not use the databases, to the fullest, where you use all three of the databases. Here are a few examples of different ways to use the databases in PBT for Windows:
for a mixture of requirements, yours, your customers, and / or your vendors
Using bar codes for internal purposes only
If you simply want to use bar codes internally in your organization as a way of increasing efficiency, you can use the item number from ACCPAC Inventory Control to create bar codes and label items accordingly. In this case, you do not need to use the bar code databases in PBT for Windows because you can work directly and uniquely with the database in ACCPAC Inventory Control. However, you can still take advantage of the functions to format and print bar code labels. Also, if your business needs change, you can use the databases in PBT for Windows at any time.
Complying with customer bar code requirements
Your customers may request that your products be labelled with a UPC bar code as well as their own SKU. In this case, you can use the Internal and Customer databases in PBT for Windows to associate the different pieces of information. For example:
Using customer and vendor bar codes
Perhaps you receive goods labelled with your vendors bar codes, and then distribute these same goods to customers who expect compliance with their own bar coding requirements. To increase the efficiency of receiving the bar-coded goods, you can use the Vendor database. And to
In the Internal database you can add the UPC for the item against the associated item number in ACCPAC Inventory Control. In the Customer database you can add the customer SKU against the associated Customer Number for that particular item.
When printing the bar code labels, you could use PBT for Windows to select your item number, the UPC, and the customer SKU to print three separate bar code labels.
comply with customers, you can use the Customer database. For example:
In the Internal database you can add the UPC for the item against the associated item number in ACCPAC Inventory Control. In the Vendor database you can add the vendor SKU against the associated Vendor Number for that particular item. In the Customer database you can add the customer SKU against the associated Customer Number for that particular item.

Validate units of measure: This option controls incoming data by checking that the unit of measure for the item already exists in ACCPAC Inventory Control. Select to ensure that data can be added only for items with a valid unit of measure in ACCPAC Inventory Control (recommended setting). to add item units of measure that do not yet exist in ACCPAC Inventory Control. If this option is clear, you can add any units of measure except for blank ones. Blank units of measure are automatically converted to stocking units. After adding or importing new data, create the new units of measure for the items in ACCPAC Inventory Control.

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

Working with additional data entry fields
Lead Contact Second Contract Renewal Date
PBT for Windows provides you with the ability of creating extra fields for storing additional bar code information. To review the steps to create, activate, or deactivate additional data entry fields, turn to Creating additional data entry fields, on page 36. If you have created and activated additional data entry fields for your databases, the fields will appear at the bottom of all the bar code maintenance screens. You can enter or change data for these fields as required. For example, if you created and activated three additional fields called:
they would appear as data entry fields on your bar code screens as shown below:
Entering data into the databases
Note If you are using ACCPAC Accounts Receivable, and if Validate customers is ticked in the General Options screen of PBT for Windows, only data for valid ACCPAC customer numbers can be added to your Customer bar code database. Likewise, if you are using ACCPAC Accounts Payable software, and Validate vendors is ticked in the General Options screen of PBT for Windows, only data for valid
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.
Click on the icon for the type of bar codes you want to import (internal, customer, or vendor bar codes).
For example, if you are importing customer bar codes, you will see a dialog box similar to the following:
4. 5. 6. Click OK to load the import file.
Browse to find the location of the import file.
Click the down arrow of Format to select CSV. Note The import file must be a CSV file. If this is the first time you are importing data, you must create a template for the CSV file. Skip ahead to step 7. Click Load Template to access a particular template for the import file. Note If you have previously imported data and have already created a template for the CSV file, and if the data you are currently importing is laid out in a similar fashion, you can re-use a previous template.
This action loads the import template and displays the Import dialog box:
Import option: What it does: Insert and Update Insert only Update only 9.
Click the down arrow of Option to select the import option. The choices for import options are:
Adds new records and updates existing records with data from the import file.
Adds only new records from the import file that do not yet exist in the database. Updates only existing database records with data from the import file.
Click on the first Field with an asterisk (*) then click on the down arrow of Set field to to assign the field with a value or mask. Continue this process for every Field marked with an asterisk. Note For every field marked with an asterisk (*), there must be a data value in the import file. However, you can set the bar code group to a fixed <value> of: Std, Alt 1, Alt 2, Alt 3, Alt 4, or Alt 5.
10. Continue to select Fields and Set field to based on the layout and contents of the records of the import file. Here is an example of an Import dialog box with fields set to particular values:

If the import fails:

To restart the import process:
Note You can also import data for any additional fields you have created by selecting the Optional fields as required. For more information, turn to Creating additional data entry fields, on page 36. In the example above, the Contents describe the type of records, the order of the records, and type of data for the CSV import file.
11. Double-check the selections you have made. Note If you wish to save a copy of the import template for future use, click Save Template. When the dialog box to save the import template appears, select a location, type a name for the template, then click Save.

12. Click OK when you are ready to start the import process.
A message will appear on the screen describing the status of the import procedure. If for any reason the import fails, an error message will appear on the screen.
Click File>Import. A Restart dialog box appears similar to the following one:

Exporting bar codes

Click the button of one of the following options:
Delete: to remove the information displayed in the Restart dialog box. Select this option if you do not want to continue the import procedure. Restart: to continue the import procedure starting at the record shown in the Restart dialog box. Cancel: to close the Restart dialog box without taking any other action. Help: to access the System Manager online help of ACCPAC.
The Export Bar Code function allows you to select specific data fields from the bar code databases and to copy the fields into a separate electronic file. The original data remains intact. The export procedure is useful whenever you need to make a copy of specific bar code data, for example, for another location. Note Export Files are generally CSV files, and Export Templates have the file extension:.exp
Note If the import fails, check the import file and the import template for errors and try again. Import files must be CSV files and import templates must have the file extension:.imp
Chapter 4, Managing Bar Codes To export bar code data:
Start ACCPAC for Windows. Click the PBT for Windows folder. Double-click the icon for the database that contains the bar codes you want to export. Click File>Export to start the export procedure. The Export Bar Code dialog box appears. Note The fields marked with an asterisk (*) must be selected. All other fields are optional.

5. 6. 7. 8. 56

If you want to use an existing Export Template, click the Load Template button to browse and select it. Click the fields you want from the selection box on the left. To select multiple fields, press Shift + Click. Click Include to move the fields into the selection box for Export These Fields. To specify conditions for selecting particular records for export, click the Set Criteria button. The Set Criteria dialog box appears:

Click the down arrow of Purge Bar Codes to select the type of purge. The choices are: Purge Bar Code option: All Without a valid item What it does: Selects all bar codes that match the specified criteria. Selects bar codes matching the specified criteria that do not have a valid item number. Selects bar codes matching the specified criteria that do not have a valid unit of measure. Selects bar codes matching the specified criteria that do not have a valid customer number. Selects bar codes matching the specified criteria that do not have a valid vendor number.
Without a valid unit of measure Without a valid Customer

Without a valid Vendor

6. Purge Groups option: All Standard only Alternate only Alt 1, or Alt 2, or Alt 3, or Alt 4, or Alt 5 only
Click the down arrow of Purge Groups to select the type of group you want to purge. The choice are: What it does: Selects all bar code groups matching the specified criteria.
Selects bar codes assigned to the Standard group that match the specified criteria. Selects bar codes assigned to the Alternate group that match the specified criteria. Selects bar codes assigned to a particular Alt group that match the specified criteria.
Type the selection criteria or use the Finder button to select records directly from the database. Depending on the database you are working with, the selection criteria includes:
item number range bar code number range customer number range vendor number range
W a r n i n g ! Double-check the selection criteria before proceeding with the purge. Records that are purged cannot be recovered. 8. If you are satisfied with the selections made, click the Purge button. A Purge Warning dialog box appears to confirm if you want to proceed. Click the Cancel button to return to the Purge Bar Code screen where you can change the selection criteria or stop the purge procedure all together. Click OK to continue with the purge. A Bar Code Purge Results dialog box appears showing the number of records processed and the number of records purged.
10. Click OK to return to the Purge Bar Code screen.
11. Click the Close button to exit the purge procedure.
For more information on setting default options and creating additional data entry fields, turn to Chapter 3, Working with PBT for Windows. For a detailed discussion on the bar code databases, turn to Chapter 2, Understanding Key Concepts. To design and print labels, turn to Chapter 5, Preparing Bar Code Labels. To set up and print bar code database reports, refer to Chapter 6, Preparing Reports.

the number you type in the Copies field
item quantities on hand at the specified location
quantities of items ordered quantities of items received
This option refers to the price list in ACCPAC Inventory Control. If you specify a particular price list, only labels for those associated items will be printed. Type the Price list, or click the Find button to select the price list directly from ACCPAC. If you select a particular price list, the name of it will appear on the screen beside the Price list field.
If you leave the Price List field blank, labels will be printed for all items that match the other criteria selected, regardless of associated price list. Item from and to: This option allows you to print labels for one item number, a range of item numbers, or all item numbers. To print labels for specific item numbers, type them in Item from and to, or use the Find button to select them directly from ACCPAC. Once selected, the item names will appear on the screen beside their numbers. If you do not specify particular item numbers, labels will be printed for all items that match the other criteria selected. Category from and to: This option allows you to print labels for one category code, a range of category codes, or all category codes. To report on specific category codes, type them in Category from and to, or use the Find button to select them directly from ACCPAC. Once selected, the category names will appear on the screen beside their codes. If you do not specify particular categories, labels will be printed for all items that match the other criteria selected.
Pick sequence from and to:
Location: PBT for Windows User Guide
Type the picking sequence you want.
This option allows you to restrict the printing of bar code labels to a particular picking sequence, or range.
If you leave these fields blank, labels will be printed for all items that match the other criteria selected, regardless of picking sequence.
This option allows you to restrict the printing of bar code labels to items in stock at a particular location. To print labels for a specific location, type the Location, or use the Find button to select the location directly from ACCPAC. Once specified, the location name will appear on the screen.
If you do not specify a particular location, labels will be printed for items in all locations that match the other criteria selected. Customer from and to: This option allows you to print labels for one customer, a range of customers, or all customers. To print labels for specific customers, type the Customer from and to, or use the Find button to select customers directly from ACCPAC. Once selected, the names of the customers will appear on the screen beside their numbers. If you do not specify particular customer numbers, labels will be printed for all items that match the other criteria selected. Order from and to: This option allows you to print labels for one order, a range of orders, or all orders.

Use Field, then click the database field you want. Click OK when you are satisfied with your selection. 4. 5. Click the appropriate tab to make formatting changes to the bar code (for example, click Font to change the typeface and size). Click OK to save your changes and to return to the main BarTender screen.
Adding a fixed text field
To add a fixed text field to the new label:
Click Create>Text from the main BarTender screen, then click on the label to insert a new field. Double-click the new field to set it up. The Modify Selected Text Object dialog box appears. To create a fixed field, click the Data Source tab, click the down arrow of Source, click Screen Data. In the Screen Data field, remove any existing text (select and delete), then type the information you want. Click OK when you are satisfied. Click the appropriate tab to make formatting changes to the bar code, (for example, click Font to change the typeface and size). Click OK to save your changes and to return to the main BarTender screen.

Final recommendation

Once you have finished designing the new label format, it is strongly recommended that you activate the Use Custom SQL Statement. For procedures to do this, turn to the section Setting the Custom SQL Statement, on page 74.
For more details on label design, refer to the BarTender Getting Started manual that comes with this software, or to BarTenders online help. If you are getting error messages when trying to design or print labels, turn to Troubleshooting bar code labels, on page 103. For information on setting up and printing bar code maintenance reports, turn to Chapter 6, Preparing Reports.

Preparing Reports

This chapter shows you how to prepare and print maintenance reports for your bar code databases. It describes how to use the reports provided by PBT for Windows and how to set up your own.
Chapter 6, Preparing Reports
To help manage your bar codes, PBT for Windows provides a set of preformatted reports. The reports are built on specific profiles depending on whether you want to report on internal, customer, or vendor bar codes. The process of preparing reports involves three steps. You must select: 1. 2. 3. a report Profile a Report option reporting criteria
You also have the option of customizing the reports provided for your own needs. This section describes the default sample Profiles provided by PBT for Windows.
Selecting report Profiles
Internal bar codes Items without internal bar codes Customer bar codes Vendor bar codes

To select a Profile:

You select a Profile based on whether you want information on the internal, customer, or vendor bar codes. Profiles are available for:
Click the down arrow of Profile on the screen Print Bar Code Reports.

This option allows you to report on one vendor, a range of vendors, or all vendors. To report on specific vendors, type the vendor numbers in Vendor from and to, or use the Find button to select them directly from the database.
Once selected, the names of the vendors will appear on the screen beside their numbers. If you do not specify vendor numbers, the report will show information for all vendors that match the other criteria selected.
For information on designing and printing labels, turn to Chapter 5, Preparing Bar Code Labels.
Appendix A Bar Codes Supported by PBT for Windows
This Appendix provides an overview of the different bar code types, or symbologies, supported by PBT for Windows. Note For more details on the mechanics of each symbology, refer to the online help in the BarTender software provided with PBT for Windows. The following table lists industry-standard names along side the abbreviated names used in PBT for Windows: Industry-standard name:
UPCA UPC-C UPCC EAN13 EAN8 EAN-13 EAN8

PBT abbreviation:

Code 39, or Code 3 of 9 Code 39 Extended Interleaved 2 of 5 Code 128 Codabar MSI Plessey Code 93 Extended 93
3of9 3of9 (full) I2of5 Code 128 Codabar MSI (full)
Appendix A, Bar Codes Supported by PBT for Windows A note about UPC
Note In North America, UPC symbols are the bar codes that normally appear on items destined for the check-out scanner. In North America, UPC bar codes are mandatory in the retail and food industry, but are generally not used anywhere else UPCA The UPCA bar code symbology is numeric only. It consists of a system digit, a 5-digit manufacturer number, a 5-digit product code, and a checksum digit (usually 0). The system allows for the addition of either 2 or 5 digits. Therefore, taking into account the system and checksum digits, UPC codes have a total length of 12, 14, or 17 digits. W a r n i n g ! Not all UPC codes handle the checksum digits in the same way. If in doubt, check with the industry in question. UPCE

A note about EAN

EAN8 96
The UPCE code is a similar but compact version of the UPCA bar code. The difference is that UPCE code is set up to automatically suppress at least four zeros whenever the bar codes are printed.
Note In Europe and Japan, EAN symbols are the bar codes that normally appear on items destined for the check-out scanner.
The EAN13 is a numeric bar code used as a standard in Europe and Japan. It consists of a 2-digit country code, a 10-digit product number, and a checksum digit, for a total of 13 digits. The system allows for the addition of either 2 or 5 digits. Therefore, including the checksum digit, EAN-13 codes have a total length of 13, 15, or 18 digits.

The EAN8 symbology is similar to EAN13, because it too is a numeric bar code standard used in Europe and Japan. It is different from the EAN-13 code in that it reduces the 10-digit product number to 5 digits
Appendix A, Bar Codes Supported by PBT for Windows
only. Therefore, taking into account the system checksum digit, EAN-8 bar codes have a total length of 8, 10, or 13 digits. 3of9 The 3of9 bar code allows variable length strings up to a maximum of 30 alphanumeric digits, including:
numbers from 0 to 9 uppercase letters from A to Z blank spaces special characters, as shown below: Special Character. * $ / Description hyphen period asterisk

3of9 (full)

dollar sign + plus sign % percentage

forward slash

The Extended 3 of 9 bar code allows variable length strings up to a maximum of 30 alphanumeric digits, and supports the full 128 character ASCII character set, including control characters. Note Code 39, or Code 3 of 9, or Extended 3 of 9, is the most popular bar code outside of the food industry, because it can encode the full alphabet, all numbers, and some special characters. It is used for ID, inventory, and tracking purposes in various industries such as manufacturing. If label length is a consideration, Code 39 may not be a suitable choice due to its relatively long bar codes.
I2of5 The Interleaved 2 of 5, or I2of5, allows variable length strings of numbers from 0 to 9. The code can be a minimum length of 2 digits to a maximum length of 30 digits. Note Interleaved 2 of 5, also known as I2of5, is a popular symbology in the shipping and warehousing industries because it is a very compact symbology. Code 128 Code 128 is a variable length alphanumeric code similar to code 3of9 (full). It allows a maximum of 30 digits from the full 128-ASCII character set, but it provides a more compact bar code, by condensing consecutive digits. Code 128 is often used when bar codes included strings of digits with embedded numbers.

Codabar

Special Character $ : / + , Description hyphen dollar sign colon plus sign comma
Note Code 128 is often used in the shipping industry where the size of labels is important. Code 128 provides a wider selection of characters than Code 39, but is more compact and provides a dense symbol.
The Codabar is a variable-length numeric bar code that also permits the use of the following special characters:
W a r n i n g ! The Codabar system lends itself to encoding formatted dollar amounts, or numbers that are formatted with hyphens or forward slashes, but does not allow the use of the period as a special character. MSI The MSI Plessey is a numeric-only variable length bar code. It allows numbers from 0 to 9 only. 93 The Code 93 is a more compact version of the Code 3 of 9. It is an alphanumeric code that requires letters to be capitalized. The maximum length of Code 93 is 30 digits. 93(full)