The information in this document is subject to change without notice and does not represent any warranty on the part of LaborMetrix, 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.

Getting Started with Bundle-Track 3.8

Basic System Requirements

The basic requirements for the Desktop version of Bundle-Track 3.8 are as follows:

	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
Operating System	Any of the following: Windows 98, Windows ME, Windows NT 4.0 SP6A, Windows 2000 SP1

We recommend you protect your system with a Magnetic Tape data backup system and an Un-interruptible power supply or Battery back up system.

For more System Requirements details, refer to our website: www.bundle-track.com

Installation Instructions

Put the enclosed CD into the CD-ROM drive. It will start automatically. Follow the instructions.

If you override a suggested default setting, keep track of what you changed.

The install wizard may require you to reboot your computer more than once before it is finished with the install process. This is OK.

After the installation wizard has finished, initialize the software by briefly running the Bundle-Track Links application as follows: click the Windows Start button, select Program Files Þ Bundle-Track Þ Bundle-Track Links. Press OK and Close.

Using Bundle-Track

The rest of this guide leads you through the essential steps of using Bundle-Track in your own environment.

Have your User Guide handy

As you use this Getting Started Guide, you will need access to the Bundle-Track 3.8 User’s Guide. Some steps briefly mentioned here are detailed in the User’s Guide. We strongly recommend that you use a hardcopy to ensure proper page numbering.

Creating a Hardcopy of the User Guide from the provided HTML version

If you don’t already have a hardcopy of the User’s Guide, you should make one. The Bundle-Track installation process places the Bundle-Track 3.8 User’s Guide onto your computer in HTML format. Although you can read it like a web site through your web browser, 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 File Þ Open, and then navigate to the BT37User.htm file. By default, the file is located at C:\Program Files\Bundle-Track\User Guide\BT37User.htm. (If you specified a different directory for the Bundle-Track installation, look under that directory for ...\User Guide\BT37User.htm.)

Tour Task Overview

This tour has three phases:

· Mission One: System Preparation

· Mission Two: Print and Scan

· Mission Three: Process Payroll

Mission One: System Preparation

Your first mission is to prepare Bundle-Track to support the production and tracking of one Product whose assembly steps you know.

Starting Bundle-Track

From the Windows Start Button, select Program Files Þ Bundle-Track Þ Bundle-Track Desktop. Select the “Production Database” or “Test Database”, then enter user name “sysdba” and password “masterkey”.

Note for Trial Users

Every time you start Bundle-Track, 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. Contact support@bundle-track.com to subscribe.

System Essentials Setup

Select Setup Þ Options Þ General Setup Þ Currency Settings and specify your Country and Currency. (If your Country or Currency is not listed, first select Setup Þ Options Þ System Tables and add it.)

Select Setup Þ Options Þ General Setup Þ Unit Setting and specify the units your factory uses to define the value of a production task. (If your Time Unit or “Per” Unit is not listed, first select Setup Þ Options Þ System Tables and add it.)

Operations Setup

Select Setup Þ Options Þ General Setup Þ Operation Base Rates and define the Base Rates you use to convert an assembly task’s time standard (time value) to a monetary value. (You may modify and add as needed.)

Detail the Operations (assembly tasks) that occur in the production of your Product. Select Setup Þ Operations (User’s Guide pages 37-41, Operations), create one or more Operation Groups, then define the Operations themselves.

Product Setup

Select Setup Þ Options Þ Product Setup (page 32, Options: Product Setup) and define some generic Product-level information:

1. Specify the Ticket Sections your Product’s assembly demands. (page 33, Ticket Sections.)

2. Review the provided Tracking Stages and add any others your Product will need. (page 33, Tracking Stages.)

3. Specify the Colors and Sizes you’ll need. (page 34, Color and Size Sets.)

Select Setup Þ Products and define a product:

1. Review the provided Tracking Sequence and, as necessary, modify it or add your own. (page 42, Tracking Sequences tab.)

2. Define the Product itself. (pages 43-44, Products tab.)

3. Define the Product’s Routing. (pages 44-51, Routings.)

Employee Setup

Select Setup Þ Options Þ General Setup Þ Departments and define the Departments involved in producing the Product. (pages 14-16, Departments.)

Select Setup Þ Personnel and Pay (page 51, Personnel & Pay) and define the Employees involved in producing the Product. (pages 57-61, Employees. Don’t bother with Special Pay for now.)

Mission One accomplished

At this point, you have completed many essential one-time setup tasks.

Mission Two: Print and Scan

Launch Production

Select Activities Þ Lots and launch production of the Product.

1. Add a Lot with this Product. (pages 65-67, Lots.)

2. Define one or more Cuts from the Lot and print some Tickets. (pages 68-74, Cuts.)

Ticket Scanning

Select Activities Þ Events and Production (pages 74-83, Events and Production). Use the Name dropdown to specify an Employee, then add an Event with a few hours Total Time. Then click the calendar button in the Event Tools area.

In the Production window, scan some of your tickets, either with a scanner, or by manual entry. (pages 78-81, Production Entry – Bundle Tickets tab)

Reporting

Select Activities Þ Reports (pages 83-85, Reports).

Preview the Production Report called Lot Tracking Detail. (At the Report Range panel, simply click Continue.)

Preview the Efficiency Report called Employee Efficiency Detail. (At the Report Range panel, simply click Continue.)

Mission Two accomplished

At this point, you should have access to reports that detail production activity and worker efficiency.

Mission Three: Process Payroll

Data Preparation

Select Setup Þ Options Þ General Setup Þ Pay Group and configure your Pay Group (pages 18-19, Pay Groups). Be sure to set a valid Current Period End Date.

If you’d like to define overtime rules now, select Premium Rule (also in the General Setup area) and define a Premium Rule (pages 19-22, Premium Rules), and then define Pay Rates. (pages 24-27, Pay Rates.)

Select Setup Þ Personnel and Pay and define the Pay Conditions involved in making your Product, after defining one or more Pay Condition Groups to arrange them (pages 51-57, Introduction to Pay Conditions, and Pay Condition Groups tab, and Pay Conditions tab).

If you’d like to define Makeup Sets now (pages 63-64, Makeup Sets), do so on the Makeup Sets tab (also under Personnel and Pay).

View Payroll Reports

Select Activities Þ Reports and preview the Payroll Reports that interest you. (At the Report Range panel, simply click Continue.)

Entering Adjustments to Pay

If you wish to make adjustments to pay, select Activities Þ Events and Production, select the Employee and Event to be adjusted, and access the Production panel through the calendar icon in the Event Tools area. Using the Adjustments tab (pages 81-83, Production Entry – Adjustments tab), set your adjustments. You may confirm their effects by previewing Reports again.

Mission Three accomplished

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. (page 86, Freeze/Unfreeze Pay.)

2. Close the Pay Period. (page 87, 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. (page 90, Remove History Data.)