Bundle-Track 3.6
Quick Start Guide
Thank you for your attention.
Please do read this document.
It is designed for your convenience.
The information in this document is subject to change without notice and does not represent any warranty on the part of Latitude Business Systems, Inc. The software described in this document is furnished under a license agreement that accompanies this manual, and may be used or copied only in accordance with this agreement.
Copyright © 2002 Latitude Business Systems, Inc.,
All Rights Reserved January, 2002.
This document leads you through a streamlined test of Bundle-Track in your own environment.
The basic requirements for this trial are as follows:
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Minimum |
Recommended |
|
CPU |
Pentium 400 MHz |
Pentium 800 MHz |
|
RAM |
128 MB |
256 MB |
|
Hard Drive |
200 MB free |
400 MB free |
|
CD ROM |
Yes |
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|
Operating System |
Any of the following: Windows 98, Windows ME, Windows NT 4.0 SP6A, Windows 2000 SP1 |
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Note that Bundle-Track 3.6 is available in a Desktop version and in a more powerful Network version. This trial involves the single-computer Desktop version.
Beyond the trial, we recommend you protect your system with a Magnetic Tape data backup system and an Un-interruptible power supply or Battery back up system.
The Network version will require a Windows NT Server network using TCP/IP.
For more details, refer to our website: www.bundle-track.com
Put the enclosed CD into the CD-ROM drive. It will start automatically. Follow the instructions.
We recommend that you accept all defaults. (If you override a default, make a note of what you changed.)
After the installation program has finished, initialize the software by doing the following: click the Windows Start button, select Program Files->Bundle-Track->Bundle-Track Links. Press OK and Close.
The rest of this guide leads you through the essential steps of using Bundle-Track in your own environment.
As you use the Getting Started Guide, you will need access to the Bundle-Track 3.6 User’s Guide. The details of each step mentioned here are documented only in the User’s Guide.
The Bundle-Track installation process places the Bundle-Track 3.6 User’s Guide onto your computer in HTML format. Although you can read it through your web browser (like a web page), we strongly recommend that you open the User’s Guide through Microsoft Word and print it out to ensure that the page numbers in your copy of the User’s Guide match the page references in this Getting Started Guide. (Your web browser will not guarantee proper pagination.)
Start Microsoft Word, then open the User’s Guide by selecting FileÞOpen, and then navigate to the BT36User.htm file.
By default, the file is located at C:\Program Files\Bundle-Track\User Guide\BT36User.htm.
(If you specified a different directory for the Bundle-Track installation, look under that directory for ...\User Guide\BT36User.htm.)
This trial has three phases:
· Mission One: Print Bundle Tickets
· Mission Two: Scan Bundle Tickets
· Mission Three: Process Payroll
Your first mission is to print Bundle-Tickets for a typical production of one Product whose assembly steps you know.
From the Windows Start Button, select Program Files->Bundle-Track->Bundle-Track Desktop. Select the “Production Database” or “Test Database”, then enter user name “sysdba” and password “masterkey”.
Every time you start Bundle-Track in trial mode, you will be presented with a panel indicating the number of days remaining in your trial license. Simply click Continue to proceed into Bundle-Track.
Tell Bundle-Track about the Operations (assembly tasks) that occur in the production of your Product:
1. Go to Bundle-Track’s Options: General Setup area. (User’s Guide page 10, Options: General Setup.)
2. Define your factory’s Currency. (User Guide page 11, Currency Settings.)
3. Define your factory’s Unit Settings. (User’s Guide pages 19-20, Unit Settings.)
4. Define the Operation Base Rates relevant to the Operations involved in making your Product. (User’s Guide page 24, Operation Base Rates.)
5. Define the Operations involved in making your Product, after defining one or more Operation Groups to arrange them. (User’s Guide pages 32-35, Operations.)
Next, define some generic Product-level information:
1. Move to Bundle-Track’s Options: Product Setup area. (User’s Guide page 27, Options: Product Setup.)
2. Specify the Ticket Sections your Product’s assembly demands. (User’s Guide page 28, Ticket Sections.)
3. Review the provided Tracking Stages and add any others your Product will need. (User’s Guide pages 28-29, Tracking Stages.)
4. Specify the Colors you’ll need. (User’s Guide page 29, Color.)
5. Specify the Sizes you’ll need. (User’s Guide page 29, Size Sets.)
6. Move to Bundle-Track’s Products area. (User’s Guide page 36, Overview of the Products area.)
7. Review the provided Tracking Sequence and, as necessary, modify it or add your own. (User’s Guide pages 37-38, Tracking Sequences tab.)
8. Define the Product itself. (User’s Guide pages 38-39, Products tab.)
9. Define the Product’s Routing. (User’s Guide pages 39-46, Routings.)
Now launch production of the Product.
1. Define a Production Lot with this Product. (User’s Guide pages 57-59, Lots.)
2. Define one or more Cuts from the Lot and print some Tickets. (User’s Guide pages 59-65, Cuts.)
At this point, you should have a sheet of Bundle-Tickets in hand.
1. Go back to Bundle-Track’s Options: General Setup area. (User’s Guide page 10, Options: General Setup.)
2. Define the Departments involved in producing the Product. (User’s Guide pages 11-13, Departments.)
3. Move to Bundle-Track’s Personnel & Pay area. (User’s Guide page 46, Personnel & Pay.)
4. Define the Employees involved in producing the Product. (User’s Guide pages 50-52, Employees. Don’t bother with Special Pay for now.)
1. Move to Bundle-Track’s Events and Production area and scan some of your tickets, either with a scanner, or by manual entry. (User’s Guide pages 66-72, Events and Production. Don’t go on to Production Entry – Adjustments.)
1. Move to Bundle-Track’s Reports area. (User’s Guide pages 75-76, Reports.)
2. Preview the Production Report called Lot Tracking Detail. (At the Report Range panel, simply click Continue.)
3. Preview the Efficiency Report called Employee Efficiency Detail. (At the Report Range panel, simply click Continue.)
At this point, you should have access to reports that detail your facility’s production activity and worker efficiency.
1. Go back to Bundle-Track’s Options: General Setup area. (User’s Guide page 10, Options: General Setup.)
2. Define a Pay Group. (User’s Guide pages 15-16, Pay Groups.)
3. Define a Premium Rule. (User’s Guide pages 16-19, Premium Rules.)
4. Define Pay Rates. (User’s Guide pages 21-24, Pay Rates.)
5. Move to Bundle-Track’s Personnel & Pay area. (User’s Guide page 46, Personnel & Pay.)
6. Define the Pay Conditions involved in making your Product, after defining one or more Pay Condition Groups to arrange them. (User’s Guide pages 46-47, Introduction to Pay Conditions; page 47, Pay Condition Groups tab; and pages 47-50, Pay Conditions tab.)
7. Define any Makeup Sets you require. (User’s Guide pages 54-56, Makeup Sets.)
1. Move to Bundle-Track’s Events and Production area. (User’s Guide page 66, Events and Production.)
2. Enter any Adjustments. (User’s Guide pages 73-74, Production Entry – Adjustments tab.)
1. Move to Bundle-Track’s Reports area. (User’s Guide pages 75-76, Reports.)
2. Preview the Payroll Reports that interest you. (At the Report Range panel, simply click Continue.)
At this point, you should have access to payroll reports.
When the time comes to move into the next Pay Period, you should close the current Pay Period as follows.
1. Freeze the Pay Group’s Pay. (User’s Guide page 78, Freeze/Unfreeze Pay.)
2. Close the Pay Period. (User’s Guide page 79, Close Period.)
If the production data you entered today is not actual production data, you may whish to delete it to prevent it from affecting future calculations that use historical data. To do this, first close the Pay Period (as discussed above) and then use the Remove History Data function to purge the Pay Period from the system. (User’s Guide page 81, Remove History Data.)