Bar Code Manual

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MAINTIMIZER Bar Code Manua

772 Airport Blvd. Ann Arbor, MI 48108 734.665.1780 Fax: 734.665.6074 www.maintimizer.com

B ar Code Manual


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MAINTIMIZER Bar Code Manual

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Table of Contents

TABLE OF CONTENTS.....................................................................................................................3

INTRODUCTION................................................................................................................................5

QUICK REFERENCE GUIDE ..................................................................................................................5

DEFINITIONS .......................................................................................................................................5

CONNECTING YOUR NEW SCANNER....................................................................................................8

The Cradle Connections.................................................................................................................8

Connecting the Power Cord........................................................................................................................8

Connecting the Cradle to your Computer's Hard-Drive..............................................................................8

Checking or Changing the Com Port Configuration...................................................................................9

The Scanner Battery .................................................................................................................................10

USING THE SCANNER KEYPAD ..........................................................................................................11

Keypad Description ......................................................................................................................11DATA ENTRY PROCEDURES .......................................................................................................13

INVENTORY TRANSACTIONS..............................................................................................................13

Removing Parts from Inventory....................................................................................................13

Choosing the WithDraw Option ...............................................................................................................13

Entering Data for a Transaction................................................................................................................14

Entry Information.....................................................................................................................................14

Scanning and Entering Data .....................................................................................................................15

Returning Parts to Inventory........................................................................................................15

Choosing the Put-Back Option .................................................................................................................15


Entry Information.....................................................................................................................................17Scanning and Entering Data .....................................................................................................................17

Adding Parts into Inventory .........................................................................................................18

Choosing the Add Option.........................................................................................................................18




TAKING A PHYSICAL COUNT .............................................................................................................20

Choosing the Physical Count Option ...........................................................................................21

Entering Data for a Physical Count ..........................................................................................................22

Required Entries.......................................................................................................................................22



LABOR CONTROL ..............................................................................................................................23

Choosing the Work Order Option ................................................................................................23

Entering Data for Labor Hours and Status................................................................................................24

Required Entries.......................................................................................................................................24




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EQUIPMENT CONTROL.......................................................................................................................25

Choosing the Equipment Control option.......... ........... .......... ........... .......... ........... .......... ........... .. 25

Entering Data for Equipment Control.......................................................................................................26

Required Entries .......................................................................................................................................26

Entry Information .....................................................................................................................................26

Entering and Scanning Data......................................................................................................................26

DOWNLOADING DATA FROM THE SCANNER TO YOUR COMPUTER ........................... 27

Download Preparation ..............................................................................................................................27

Opening MaintiMizer on Your Computer.............................................................................................27

Selecting Bar Code Download Options ....................................................................................................28

PRINTING REPORTS......................................................................................................................30

VIEWING, PRINTING, AND SAVING THE AUDIT REPORT ....................................................................30

VIEWING, PRINTING, AND SAVING THE INVENTORY ADJUSTMENT REPORT......................................32

IF YOUR SCANNER STOPS WORKING................................................................................................. 34

APPENDIX.........................................................................................................................................35


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B ar Code Manual

Introduction

The LaserLite Pro, hand-held Scanner is vital to maximizing your Inventory Control system. Its light, yet sturdy,

and easily used. The unit consists of the Scanner, the Scanners Cradle, and two power cords. The software you selected

is pre-loaded. The Scanner is charged and ready for use.

The list of definitions will assist you by defining terms as they relate to using the Scanner and MaintiMizerMaintenance System. Capitalized words are specific terms to the MaintiMizer system and can be found in the

definitions. When illustrations are used, bold numbers in parenthesis (0) will direct your attention to the detail in the

illustration. At the end of the step will be a reference number for the figure in bold text. (Figure 0.) (Zero is used here

only as an example. It does not refer to an illustration.)

T here are dif ferent vers ions of B ar Coding programs avail able. T his manual detail s the

procedures for t he mos t commonly us ed program int erfaces . F l ow chart s can be found in the

Appendix s howing program-s pecif ic procedures .

Quick R eference Guide

1. Choose Scan.

2. Choose Inv, PhyCount, WO, or Q.

3. If Inv is selected, choose WithDraw, Add, Put-

Back, or End.

4. Make required entries.

5. Press Esc Twice.

6. Choose Download.

7. Open MaintiMizer.

8. Choose Inventory>Bar Code/Label Options>Load

Using Bar Code.

9. Select COM Port and Inventory.

10. On the Scanner, enter Comm Port number and

press ENT.

11. After Downloading, select Print All Entries.

12. Then select Print Preview from the Select Print

Option box.

13. Confirm accuracy of report and choose Y for yes

on Scanner to Delete Data.

Definitions

T erms Definitions

Acct A prompt on the Scanner to enter an Accounts Identification Code.

Add The term used for increasing the quantity of On-Hand Stock, Supplies, andComponents in the same Stockroom.

Arrow The pointer associated with the Mouse control. It also references details inillustrations.

Area The physical placement of Equipment within a Building.

AuthorizationCode

A series of numbers, symbols, and/or letters needed to access the MaintiMizercomputer program. A maximum of seventeen Characters can be used.

B ar Code The series of black vertical lines on a label that are Read by the Scanner. Theinformation is typed on the label as well.

B ar Code/L abel

OptionsA Drop-Down Main-Menu Toolbar choice used when Downloading information fromthe Scanner to an independent computer.

B S P key The Backspace key is used to move back a Character on the Scanners Display whenentering Data.


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Building Physical places where Equipment is found.

Button A bar or areas on a computers software Display that, when activated by the user,initiates a task or provides information.

Characters Numbers, letters, and symbols typed into the Scanner or the computer.

Clear A Command on the Scanners Display that deletes a ll entered Data by pressing theC key.

Com Por tCOM Port

Comm Port

This is the computers Hard -Drive connection to enable remote devices such as theScanner to communicate and receive information. Regardless of the abbreviation,Com stands for "Communication.

Command A function or task beginning as a result of a user-initiated action.

Component A term referring to an Inventory' s objects other than Stock or Supplies.

Computer

ConnectionThe gray cord used to connect the Cradle to the computer. The small phone jackplugs into the Cradles outlet marked Computer. The Serial Com Port end isconnected to a Com Port on the back of the computers Hard -Drive.

Cradle The tabletop device for holding the Scanner. It is used to re-charge the Scannersbattery and connects to an independent computer for Downloading information fromthe Scanner to the computer.

Data The term for information compiled into the Scanner or an independent computersystem.

Des ktop The first, or opening, Window showing Icons that can be Double-Clicked on to

access software programs such as MaintiMizer. Also used to describe the ScannerCradle as in Desktop Cradle

Dis play The text Window on the Scanner that requests and shows entries as they are made.The computer Screens Window is also referred to as a Display.

Double-T ime Employee' s Sunday/Holiday wage. An employees hourly wage times two.

Double-Click The technique used to select a program, such as MaintiMizer, by positioning theMouse Arrow on a programs Icon and quickly cli cking the left Mouse Button twice.

Download The task of transferring information from the Scanner into the MaintiMizersoftware program on an independent computer.

Drop-Down L is t A Menu Button, when selected with the Mouse, offers a list of choices that are hiddenuntil that Button is clicked on.

Empl A prompt on the Scanner to enter an Employees Identification Code.

E nd A Command on the Scanners Display to end a task by pressing the "E" key. TheData will be saved until cleared or deleted.

ENT key The Enter key on the Scanner. It is used to save input Data after typing or Scanning.Enter K ey The Enter key on a computers Keyboard is used to initiate action such as opening

MaintiMizer using an Authorization Code.E quipment A physical asset used and maintained by an organization.

ES C key The Escape key is used to go back to the previous Display on the Scanner.

F ie ld Specific Data categories.F i l e The term used for a computers information storage and organization system.

Hard-Drive A computers information storage device. The Scanners Cradle is connected to theHard-Drive in order to Download Data. Also known as a Tower.

I= Inv The Bar Code Inventory Control prompts on the Scanner for transactions thatincrease or decrease Inventory quantities.

Icon Symbols or pictures indicating software programs and Commands. Double-Clickingon an Icon will open a program.

Inventory The term for On-Hand Stock, Supplies, and Components entered in theMaintiMizer program.

Jack An electrical plug used to connect computer and Scanner devices.

K eyboar d The letter, number, and symbol Buttons used for typing and entering information intoa computer system.

K eypad The number, letter, symbol, and action Buttons on the Scanner.

Laser The Light Beam used to Read Bar Code information.


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Lctn A prompt on the Scanner to enter the Location of an On-Hand Inventory Part.

L ight Beam The Laser Light used for Reading a Bar Code. Pressing the Scan Button activates it.

L oad Us ing BarCode

A Secondary Drop-Down option, when selected with the Mouse, activates the promptto begin Downloading information from the Scanner.

L ocati on Identifies the specific place within a Stock Room where a Part can be found.

L ock s ymbol The indicator next to the power switch showing the Power -Off position.

MaintiMizerMain-Menu

The MaintiMizer Display on the computer Screen showing all the options includedin the software program.

Menu A list of options given to find, start, or end a task.

Mode The term for different uses of the Scanner Buttons which have two functions.

Mous e The device used to make function choices or selections from a computers programby moving it forward, back, left or right, and at various angles on a desk. An Arrow,or flashing I symbol indicates its position on the computer Screen

On-Hand The term for existing Inventory Stock, Supplies, and Components.

P=P hy Co The prompt on the Scanner for entering Inventory quantities during a Physical Count.

Part The term for Stock, Supplies, and Components relating to an Inventory. Also aprompt on the Scanner to enter the Identification Code of an Inventory Part.

Path A computer term for finding Files and programs.Phys ical Count The term for counting Stock, Supplies, and Components.

Power cord The black cord used to provide power to the Scanners Cradle. One end is plugged

into a standard 110-volt outlet. The other end plugs into the Cradles Power outlet.Pr int The term used to send reports, documents, and other information to the computers

Printing device.

Put-back The term used for returning and increasing the quantity of On-Hand Stock, Supplies,and Components in Inventory.

Read The term used to describe the Scanner taking information by Laser Light from theBar Code and saving it.

S can The term for the Scanner Reading information from a Bar Code. It is accomplishedusing the Scan key, which causes the Laser Light' s Beam to Read the information.

S can k ey The key used to Read a Bar Code using a Laser Light Beam.

S canner The hand-held device used to Read Bar Codes with a Laser Light Beam. The Keypadallows other information to be entered, saved, and Downloaded to an independentcomputer.

S creen The computer or Scanners Display.S erial ComPort J ack

The plug on a computer connection wire that plugs into a Com Port outlet on thecomputers Tower.

S H F T k ey The Shift key on the Scanner used for changing from the number or symbol on thekey to the letter above the key.

StockA term referring to an Inventory' s objects other than Supplies or Components.

Stock RoomIdentifies the physical place where Stock, Supplies, and/or Components can be found.

S t raight T ime Employee' s wage for the first forty hours worked in one week. An employees hourlywage.

S uppli es A term referring to an Inventory' s objects other than Stock or Components.

T ime and a

HalfEmployee' s wage for time over forty hours worked in one week. An employeeshourly wage times one and one-half.

T oolbar The selections on the top row across MaintiMizers Main -Menu and most othersoftware programs.

T racking The procedure for updating a Work Order' s hours/status. Also the procedure forupdating the physical place where Equipment is located.

Vali d S can When Reading a Bar Code with the Scanner, a light above the Scan key indicatessuccess. A tone will also sound.

W=WO The prompt on the Scanner for entering Labor Hours and Work Order Status.


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Window What is viewed on a computers Screen, also called a Display.

WithDraw The term used for decreasing the quantity of On-Hand Stock, Supplies, andComponents from Inventory.

WO# A prompt on the Scanner to enter the Work Order Identification Code that atransaction is being charged to.

Connecting Y our New S cannerCheck to make sure you have the following four pieces when you receive your Scanner.

1. Scanner

2. Power Cradle

3. Power Cord (Power adapter/Small jack)

4. Cord to computer (Phone jack/Serial Com Port Jack)

T he Cradle Connections

The Cradle connections begin with a standard power adapter and a communication connection to your computer. This

Com Port connection can be adapted to your computer configuration, but in most applications will not require any

special attention.

Connecti ng the Power Cord

The Cradle connects to a normal 110-volt outlet using the black power cord. It has a power adapter for a standard wall

outlet, and a small jack for connecting the Cradle.

1. Using the black power cord, plug the small connection into the back of the Cradle in the socket marked Power.

2. Plug the adapter end of the cord into a 110-volt wall outlet.

Connecti ng the Cradle to your Computer 's Hard-Dri veThe connection for the computer is a gray cord with a Serial Com Port Jack for the computer, and a small phone

connection jack for the Cradle.

* T he E x tens ion outl et on the back of the Cradle i snot us ed in most s ituations. I t is only us ed if you have

multi ple Cradles . T he Ex tensi on outlet connects each

Cradle t ogether wi th t he fir s t one connected to the

computer s H ard-Dri ve.

1. Plug the gray cord into the Cradle using the phone jack connection.

2. Connect the Serial Com Port Jack into a Com Port on the back of your computers Hard -Drive. If both Com Ports

on your Hard-Drive are available, plug the jack into either one. A system check will verify which Port is being

used. If only one Port is available, the system check allows you to switch Com Ports in the MaintiMizerprogram.


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Check ing or Changing the Com Port Configurati on

1. Open the Main-Menu by Double-Clicking on the "CK" Icon on your computers Desktop and enter your

Authorization Code. (S ee F i gure 4 under Opening MaintiMiz er on Y our Computer.) On the Main-Menu select Utility (1) from the Toolbar using your Mouse. Hold down the left Mouse Button and a Drop-Down

Screen appears. Select Alter System Parameters (2). Continue holding the Mouse Button, and from the next

menu, select General Parameters (3).Release the Mouse Button. (See Fi gure 1.)

* Choos ing the COM Port on your computer i s cri ti cali n Downl oading i nformation. If the wr ong COM Port is

s elected an " E rr or" mes s age wil l appear on the

computer. Y ou mus t re-configure the Com Port

connection on your computer. If the Cradle

connection is in the Ex tens ion outlet, there wi ll not

be an err or mes s age, however, the S canner wi ll not

Downl oad Data.

2. The next Display is the General Parameters Window. Click on Bar Code Parameters (1) with the Mouse. (S ee

Figure 2.)

1

2

3

Figure 1


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3. This opens the Bar Code Parameters Window. From this Display you can see which Port to connect to. The Bar

Code Port is within the section Upload Bar Codes (1). You can also switch the Port used for your Bar Code Data

by changing the number following COM from 1 to 2 (2). Changing this number requires you to also change

the Serial Bar Code Printer Port COM number from 2 to 1 (3). To exit this Display, select OK with the

Mouse Arrow and Click the left Mouse Button (4). (See Fi gure 3.)

T he Scanner B attery

1. When the power is connected, the Cradles Power light should be on. The next two lights are indicators for

whether the unit is sending or receiving information. The Charge light is an indication that the unit is being re -

Figure 2

1

1

2

3

F igure 3


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charged. Any Power L os s message on the Scanners Display indicates the battery needs to be re -charged. This

is accomplished by turning the switch on the back of the Cradle, under Charge, to On.

*T ips for s aving battery l i fe:

* Do not keep the S canner i n the Cradle when i t i s notbeing us ed.

* I f the S canner is left i n the Cradle, mak e s ure thatthe Charge s wi tch on the back of the Cradle i s in the

" Off" pos it i on.

* When the S canner is not i n us e, make s ure thePower s wi tch is in the L ock/Off posi tion.

* Always clear the Dis play when the S canner is not i nus e, and the power i s off, by turni ng the power back

on and then i nto the L ock /Off Pos it ion. (S ee

Choos ing the Wit hdraw Option, s tep tw o, * )

U s ing the S canner K eypad

The Keypad on the Scanner is similar to a calculator or remote control device. It is easily used and all entries are shown

on the Scanners Display.

* T he S canners Dis play is a battery s aving dis playand wi ll go blank after 30 s econds if no entr ies are

being made. Pr es s any k ey to br ing the S creen back

on. T his wi ll not affect your prior entry.

K eypad Des cri pti onStarting at the top of the Keypad:

1. On the left is the SHFT (Shift) key. This is used to change from the number or symbol function on a key, to the

letter shown above the key. Above the SHFT key is a light indicating which Mode is being used. As entries are

made, the Scanners program w ill switch to the required Mode. For example, when a letter is required to initiate a

Command, the Scanner will be in the letter Mode. During entries requiring numbers, the program will switch to the

number Mode.

2. Below the SHFT key is the ENT (Enter) key. This is used to enter information into the Scanner and proceed to the

next step.

3. To the right of these keys is the SCAN key. Its twice the size of the other keys for ease of use. It is used to ScanBar Codes by pressing the key and aiming the Light Beam at the code. Above the SHFT key is a light indicating a

Valid Scan. The Scanner will also sound a tone to signify a successful Scan.

4. The key on the top right is the ESC (Escape) key. It is used to stop a task The light above it indicates that the Laser

Light is on during a Scan.


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5. Below the ESC key is the BSP (Backspace) key. It is used to move back one Character at a time for changing an

entry.

6. The rest of the keys are marked, and all have two functions depending on the Mode selection. (See step one above.)

More information will be given for their use throughout the instructions. Generally the first letter of a Command

word initiates an action from the given choices.


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Data Entry Procedures

I nventory T rans acti ons

Use the Scanner to record Stock, Supply, and Component quantities being Withdrawn from, Added to, and Put back

into your Inventory.

R emoving Parts from I nventory

Decreases the quantity of Stock, Supplies, and/or Components from your On-Hand Inventory. Select the Part

Identification Code and other Information needed for your system. Enter the quantity being removed from Inventory.

Choos ing the Wit hDraw Opti on

1. Turn the power switch to the right, away from the Lock symbol. This will cause the Power On tone to sound, and

the Screen will greet you with MaintiMizer Inv Control.

2. The Screen will automatically change, giving you four initial options. Pressing the ENT key also changes to this

next Screen.

S can (Proceed through the transaction. See step three.)

Clear (If Data has been entered, the Screen will display Delete Data? If Y(yes) is selected, all entered

Data is deleted. If N (no) is selected, the Data is saved and you are returned to these four options. If no

Data has been entered, the Screen will display There is no Data to delete. The Scre en will return to these

four options.)

Download (Enter Data from the Scanner to your computer. If no Data has been entered, the Screen will

display There is no Data to Download.)

E nd (The Screen will go blank until the power switch is turned to the Off position. TheMaintiMizer Inv Control greeting will be displayed until the power switch is returned to the Onposition. The four initial options will immediately be displayed again.)

* I f E nd is s elected at thi s s tep duri ng the procedure,and no more entr ies are t o be made, s wi tch the

power back to On and then tu rn the power Off.

T his wil l clear the Dis play. T he S canner w il l be off.

3. Choose Scan by pressing the key below the S.

4. This will show four more options.

I= Inv (Bar Code Inventory Control. The prompt on the Scanner for transactions that will increase or

decrease Inventory quantities.)

P=PhyCount (Physical Count. The term for counting Stock, Supplies, and Components.)

W=WO (The prompt on the Scanner for entering Labor Hours and Work Order Status.)


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Q=E quipment (Equipment Identification Control. The term for Tracking physical assets that are used

and maintained by an organization.)

5. Choose I=Inv for Bar Code Inventory Control by pressing the I key. This will show four more options on theScreen.

WithDraw (Remove Parts from Inventory. Decrease quantity of On-Hand Inventory.)

Add (Increase an existing Parts quantity by entering more of the same Stock, Supplies, and/or

Components into Inventory.)

Put-B ack (Return Stock, Supplies and/or Components back into Inventory. Increase On-Hand quantity.)

E nd (Step back to the initial options Display.)

6. Choose WithDraw by pressing the key below the W.

7. Now you are in the Scan -WITHDRAW Mode. This title will be at the top of the Display throughout eachWithDraw transaction.

E ntering Data for a T rans action

Certain entries must be made in order to proceed through the transaction. Some entries that are not required will need to

be made depending on your specific program needs. If these entries are not made, a Da ta Error will occur during the

Download. (See Viewing, Printing, and Saving the Audit Report.)

Entry Information

Each entry is programmed to accept specific Data. Some will require numbers, some letters, and some allow a

combination of both, as well as symbols. The number of Characters will also vary from entry to entry.

Empl: (Employee Identification Code.) Space for ten Characters. Numbers, letters, and symbols can beused. This is an optional entry.

WO#: (Work Order Identification Code that a transaction is charged to.) Space for eleven Characters.

Numbers are the only valid entry. This is an optional entry.

Part: (Identification Code for Stock, Supplies, or Components in Inventory.) Space for twenty-five

Characters. Numbers, letters, and symbols can be used. This is an optional entry. If incorrect, or no Data is

entered, a Data Error message will indicate one or more lines of File Data was not processed. (See

"Viewing, Printing, and Saving the Audit Report.")

S tock R oom: (Physical place where Part can be found.) Space for two Characters. Valid entries are from

01-99. If incorrect, or no Data is entered, a Data Error message will indicate one or more lines of File

Data was not processed. (See "Viewing, Printing, and Saving the Audit Report.")

Lctn: (Specific place within a Stock Room where a Part can be found.) Space for eight Characters.

Numbers, letters, and symbols can be used. This is an optional entry.

Qty: (Number of Stock, Supplies, or Components in an Inventory transaction.) Space for 5 Characters.


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Acct: (Account Identification Code that transaction is being charge to.) Space for 20 Characters.


S canning and E nter ing Data

1. Under the title in this Display is the Empl: prompt. (Employee Identification Code Option.) Scan or type in your

pre-determined Employee Identification Code if you use this option. Otherwise, leave it blank. Press E NT .

2. Next is the WO# prompt. (Work Order Identification Code.) Scan or type in a Work Order Identification Code if

you use this option, or press E NT to continue. You can Scan the Work Order Identification Code from the Work

Orders Bar Code if you use this option.

3. The next Display is the Part: Identification prompt. Scan the Bar Code of the Part by pressing the Scan key and

aiming the Light Beam at the Bar Code, or type in the Part Identification Code (given on the Bar Code label) using

the Keypad. Press E N T . This is an optional entry on the Scanner. If an entry is not made, however, your Bar Code

Transaction Summary will show a Data Error message indicating one or more lines of File Data was not

processed.

4. The next Display is the S tock R oom: Identification prompt. Scan or type in the Stock Room Identification Codeif you use this option, or press E NT . This is an optional entry. If an entry is not made, however, your Bar Code


processed. (See "Viewing, Printing, and Saving the Audit Report.")

5. The Lctn: (Location Identification Code.) prompt is next. Scan or type in the optional Location Identification

Code, or press E NT . If an entry is not made, your Bar Code Transaction Summary may show a Data Error

message indicating one or more lines of File Data was not processed. (See "Viewing, Printing, and Saving the

Audit Report.")

6. Next is the Qty: (Quantity) Enter the number of Parts that you are Withdrawing from Inventory. This is an optional

entry. Press E NT . This is the last entry needed for the Part. If an entry is not made, your Bar Code Transaction

Summary will show a Data Error message indicating one or more lines of File Data was not processed. (See

"Viewing, Printing, and Saving the Audit Report.")

7. The Screen Display will return to the Part: entry. If you want to continue Withdrawing Parts from Inventory,

return to step one.

R eturni ng Parts to I nventory

The Scanner refers to this task as Put -Back. It increases the quantity of On -Hand Stock, Supplies, and/or Components

by returning Parts to Inventory. Enter the quantity being returned.

Choos ing the P ut-B ack Opti on

1. Turn the power switch to the right, away from the Lock symbol. This will cause the Power On sound and theScreen will greet you with MaintiMizer Inv Control.

2. The Screen will automatically change, giving you four initial options. Pressing the ENT key also changes to thenext Screen.

S can (Proceed through the transaction. See step three.)


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Data has been entered, the Screen will display There is no Data to delete. The Screen will return to these

four options.)



E nd (The Screen will go blank until the power switch is turned to the Off position. The

MaintiMizer Control greeting will b e displayed until the power switch is returned to the Onposition. The four initial options will immediately be displayed again.)

* I f E nd is s elected at thi s s tep duri ng the procedure,and no more entri es ar e to be made, s wi tch the

power back to On and then tur n the power Off.

T his wil l clear the Dis play.













Put-B ack (Return Stock, Supplies and/or Components back into Inventory. Increase On-Hand quantity.)

E nd (Stop a transaction.)

6. Choose Put-Back by pressing the key below the "P.


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7. Now you are in the Scan - PUT-BACK Mode. This title will be at the top of the Display throughout each Put -back

transaction.

E nteri ng Data for a T rans action


be made depending on your specific program needs. If these entries are not made, a Data Error message will occur

during the Download. (See Viewing, Printing, and Saving the Audit Report. )

Entry Information



Empl: (Employee Identification Code.) Space for ten Characters. Numbers, letters, and symbols can be

used. This is an optional entry.




Characters. Numbers, letters, and symbols can be used. This is an optional entry.

S tock R oom: (Physical place where a Part can be found.) Space for two Characters. Valid entries are

from 01-99. If incorrect, or no Data is entered, a Data Error message will indicate one or more lines of

File Data was not processed. (See "Viewing, Printing, and Saving the Audit Report.")








pre-determined Employee Identification Code if your system requires this option. Otherwise, leave it blank. Press

E NT .

2. Next is the WO#: prompt. (Work Order Identification Code.) Scan or type in a Work Order Identification Code if

your system requires one or press E NT to continue. You can Scan the Work Order Identification Code from the

work orders Bar Code if you have this feature installed.

3. The next Display is the Part: Identification prompt. Scan the Bar Code of the Part by pressing the Scan key andaiming the Light Beam at the Bar Code, or type in the Part Identification Code (given on the Bar Code label) using

the Keypad. Press E NT . This is an optional entry on the Scanner. If an entry is not made, your Bar Code


processed. (See "Viewing, Printing, and Saving the Audit Report.)


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4. The next Display is the S tock R oom: Identification prompt. Scan or type in the Stock Room Identification Code

if your system requires one or press E NT . This is an optional entry. If an entry is not made, your Bar Code



5. The Lctn: (Location Identification Code.) prompt is next. Scan or type in the optional Location Identification Code

if your system requires one, or press E NT . If an entry is not made, your Bar Code Transaction Summary may showa Data Error message indicating one or more lines of File Data was not processed. (See "Viewing, Printing, and

Saving the Audit Report.)

6. Next is the Qty: (Quantity.) Enter the number of Parts that you are Withdrawing from Inventory. This is an

optional entry. Press E NT . This is the last entry needed for the Part. If an entry is not made, your Bar Code



7. The Screen Display will return to the Part: entry. If you want to continue Putting-Back Parts into Inventory, return

to step one.

Adding Par ts int o I nventory

This increases the quantity of existing Parts in your Inventory. Enter the quantity of Parts with the same Part

Identification Code being Added into your Inventory in the same place.

Choos ing the Add Option

1. Turn the power switch to the right, away from the Lock symbol. This will cause the Power On sound and the

Screen will greet you with MaintiMizer Inv Control.

2. The Screen will automatically change, giving you four initial options. Pressing the ENT key changes to the nextScreen as well.

S can (Proceed through the Inventory procedure. See step three.)




four options.)




MaintiMizer Inv Control greeting will be displayed until the power switch is returned to the Onposition. The four options will immediately be displayed again.)

* I f E nd is s elected at thi s s tep duri ng the procedure,and no more entri es ar e to be made, s wi tch the


T his wil l clear the Dis play. T he S canner wil l be off.


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Put-B ack (Return Stock, Supplies, and/or Components back into Inventory. Increase On-Hand quantity.)

E nd (Step back to the initial option Display.)

6. Choose Add by pressing the key below the A.

7. Now you are in the Scan -ADD Mode. This title will be at the top of the Display throughout each transaction.

E nteri ng Data for a T rans action



during the Download. (See Viewing, Printing, and Saving the Audit Report.)

Entry Information








Characters. Numbers, letters, and symbols can be used. This is an optional entry.


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S tock R oom: (Physical place where Part can be found.) Space for two Characters. Valid entries are from

01-99. If incorrect, or no Data is entered, a Data Error message will indicate one or more lines of File

Data was not processed. (See "Viewing, Printing, and Saving the Audit Report.")








pre-determined Employee Identification Code if your system requires this option. Otherwise, leave it blank. Press

E NT .

2. Next is the WO#: prompt. (Work Order Identification Code.) Scan or type in a Work Order Identification Code ifyour system requires one or press E NT to continue. You can Scan the Work Order Identification Code from the

work orders Bar Code if you have this feature installed.

3. The next Display is the Part: Identification Screen. Scan the Bar Code of the Part by pressing the Scan key and

aiming the Light Beam at the Bar Code, or type in the Part Identification Code (given on the Bar Code label) using

the Keypad. Press E NT . This is an optional entry on the Scanner. If an entry is not made, your Bar Code



4. The next Display is the S tock R oom: Identification Screen. Scan or type in the Stock Room Identification Code

if your system requires one or press E NT . This is an optional entry. If an entry is not made, your Bar Code

Transaction Summary will show a Data Error message indicating one or more lines of File Data was notprocessed. (See "Viewing, Printing, and Saving the Audit Report.)

5. The Lctn (Location Identification Code.) Screen is next. Scan or type in the optional Location Identification Code

if your system requires one or press E NT . If an entry is not made, your Bar Code Transaction Summary may show

a Data Error message indicating one or more lines of File Data was not processed.

6. Next is the Qty: (Quantity.) Enter the number of Parts that you are Withdrawing from Inventory. This is an

optional entry. Press E NT . This is the last entry needed for the Part. If an entry is not made, your Bar Code



7. The Screen Display will return to the Part: entry. If you want to continue Adding Parts to Inventory, return to stepone.

T ak ing a Phys ical Count

The task of counting Stock, Supplies, and Components in an Inventory is a matter of turning on the Scanners power

and Scanning, or entering information, dependent on your needs, then entering the On-Hand quantity.


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Choos ing the Phys ical Count Opti on

1. Turn the power switch to the right, away from the Lock symbol. This will cause the Power On tone to sound and

the Screen will greet you with MaintiMizer Inv/WO/Equip/Phy.

2. The Screen will automatically change giving you four initial options. Pressing the ENT key also changes to this

next Screen.

S can (Proceed through the Physical Count procedure. See step three.)


Data is deleted. If N (no) is selected, the Data is saved and you are returned to these four o ptions. If no


four options.)




MaintiMizer Inv/WO Control greeting will be displayed until the power switch is returned to theOn position. The four options will immedi ately be displayed again.)



T he S canner w il l be off.



I= Inv (Bar Code Inventory Control. The prompt on the Scanner for transactions that increase or decrease

Inventory quantities.)

P=P hy Co (Physical Count. The prompt on the Scanner for counting Stock, Supplies, and Components.)

W=WO (Work Order Control. The Prompt on the Scanner for entering Labor Hours and Work Order

Status.)



5. Choose P Phy CO by pressing the key below the P.

6. Now you are in the "Inv Phy Count" Mode. This title will be at the top of the Display throughout the PhysicalCount procedure.


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E nteri ng Data for a Phys ical Count

Certain entries must be made in order to proceed through this transaction. Some entries that are not required will need to


during the Download. (See Viewing, Printing, and Saving the Inventory Adjustment Report.)

R equir ed E ntri es

There is one Field where an entry must be made. All others are optional depending on your system. The required Field

is:

Part (The Identification Code for Stock, Supplies, and Components.)

Entry Information





S tock R oom: (Physical place where Part can be found.) Space for two Characters. Valid entries are from01-99. If incorrect, or no Data is entered, a Data Error message will indicate one or more lines of File

Data was not processed. (See "Viewing, Printing, and Saving the Adjustment Report.")

Part: (Identification Code for Stock, Supplies, or Component in Inventory.) Space for twenty-five

Characters. Numbers, letters, and symbols can be used. This is a required Field. You will not be able to

proceed to the next entry until a Part Identification Code is entered.

Qty: (Number of Stock, Supplies, or Components in an Inventory.) Space for 10 Characters.




1. Under the title in this Display is the Empl: prompt. (Employee Identification Code option.) Scan or type in your

pre-determined code if your system requires this option. Otherwise, leave it blank. Press E NT .

2. Next is the S tock R oom: prompt. (Stock Room Identification Code.) Scan or type in a Stock Room Identification

Code if your system requires one or press E NT to continue. Not entering a Stock Room Identification Code will

cause a Data Error. (See Viewing, Printing, and Saving the Adjustment Report, step two.)

3. The next Display is the Part: Identification Code prompt. Scan the Bar Code of the Part by pressing the Scan key

and aiming the light Beam at the Bar Code, or type in the Part Identification Code (given on the Bar Code label)

using the Keypad. PressE NT

. This is a required entry. You will not be able to proceed without a Valid Entry.

4. Next is the Qty: (Quantity.) Enter the number of Parts that are On-Hand in Inventory. This is an optional entry.

Press E NT . This is the last entry needed for the Part.

5. The Display will return to the Part: entry. If you want to continue counting Parts in Inventory, return to step one.


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L abor Control

This allows users to charge Labor hours to Work Orders. Time can be recorded using Hourly, Time and a Half, and

Double-Time rates.

Choos ing the Work Order Opti on

1. Turn the power switch to the right, away from the lock symbol. This will cause the Power On tone to sound, andthe Screen will greet you with MaintiMizer Inv/WO/Equip/Phy.

2. The Screen will automatically change, giving you four initial options. Pressing the ENT key changes to this nextScreen as well.

S can (Proceed through the Work Order Control procedure. See step three.)


Data is deleted. If N (no) is selected, the Data is saved and you are returned to these f our options. If no


four options.)


display The re is no Data to download.)


MaintiMizer Inv/WO/Equip/Phy greeting will be displayed until the power switch is returned to theOn position. The four options will immediately be displayed again.)












5. Choose W=WO by pressing the key below the W.


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6. Now you are in the WO Control Mode. This title will be at the top of the Display throughout the Work Order

Control procedure.

E nteri ng Data for L abor H ours and S tatus





There are two Fields where an entry must be made. All others are optional depending on your system. The required

Fields are:

Empl (Employee Identification Code.)

WO# (Work Order Identification Code.)

Entry Information

Each entry is programmed to accept specific Data. Some will require numbers, some letters, and some allow acombination of both, as well as symbols. The number of Characters will also vary from entry to entry.


used. This is a required entry. You will not be able to proceed without a valid entry.

WO#: (Work Order Identification Code.) Space for eleven Characters. Numbers are the only valid entry.

This is a required entry. You will not be able to proceed without a valid entry.

Hrs-1.0: (Time charged to a Work Order using the employees Hourly wage.) Space for five Characters.


Hrs-1.5 (Time charged to a Work Order using the employees Time and a Half wage.) Space for five

Characters. Numbers, letters, and symbols can be used. This is an optional entry. Hrs-2.0 (Time charged to a Work Order using the employees Double -Time wage.) Space for five

Characters. Numbers, letters, and symbols can be used. This is an optional entry.S canning and E nter ing Data

1. Under the title in this Display is the Empl: prompt. (Employee Identification Code option.) Scan or type in your

pre-determined Employee Identification Code. You will not be able to proceed without a valid entry. Press E NT .

2. Next is the WO#: prompt. (Work Order Identification Code.) Scan or type in a Work Order Identification Code.

Press E NT to continue. You can Scan the Work Order Identification Code from the Work Orders Bar Code if you

have this feature installed. You will not be able to proceed without a valid entry.

3. The next prompt is Hrs-1.0: (Employee' s wage for the first forty hours worked in one week.) Enter the number of

Straight Time hours charged to the Work Order and/or press E NT . This is an optional entry.

4. The next prompt is Hrs-1.5: (Employee' s wage for time over forty hours worked in one week.) Enter the number

of Time and a Half hours charged to the Work Order and/or press E NT . This is an optional entry.


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5. The next prompt is Hrs-2.0: (Employee' s Sunday/Holiday wage.) Enter the number of Double-Time hours charged

to the Work Order and/or press E NT . This is an optional entry.

6. The Display will return to the Empl: entry. If you want to continue charging another Work Order, return to step oneof Entry Information.

E quipment Control

Enter Data to follow physical assets of an organization by entering the current Building and Area of the asset.

Choos ing the E quipment Contr ol Opti on

1. Turn the power switch to the right, away from the lock symbol. This will cause the Power On tone to sound, and

the screen will greet you with MaintiMizer Inv/WO/Equip/Phy.

2. The screen will automatically change, giving you four initial options. Pressing the ENT key changes to this next

screen as well.

S can (Proceed through the Physical Count procedure. See step three.)

Clear (If Data has been entered, the screen will display Delete Data? If Y(yes) is selected, all entered


Data has been entered, the screen will display There is no Data to delete. The screen will return to these

four options.)

Download (Enter Data from the Scanner to your computer. If no Data has been entered, the screen will


E nd (The screen will go blank until the power switch is turned to the Off position. The

MaintiMizer Inv/WO/Equip/Phy greeting will be displayed until the power switch is returned to the

On position. The four op tions will immediately be displayed again.)

* I f E nd is s elected at this s tep duri ng theprocedure and no more entr ies are to be made,

s wi tch the power back to On and then tu rn the

power Off. T his wi ll clear t he dis play.


4. This will automatically give you four more choices.






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5. Choose Q =Equipment by pressing the key below the Q.

6. Now you are in the Eqp Control Mode. This title will be at the top of the display throughout the Equipment

Tracking procedure.

E nteri ng Data for E quipment Control





There is one field where an entry must be made. All others are optional depending on your system. The required field

is:

E qp#: (The Identification Code for Equipment.)

Entry Information



E qp (Equipment Identification Code.) Space for twelve Characters. Numbers, letters, and symbols can be

used. This is a required entry. You will not be able to proceed to the next entry until an Identification Code

is entered.

Building: (Physical Area where Equipment can be found.) Space for six Characters. Numbers, letters,

and symbols can be used. This is an optional entry.

Area (Physical Area within a Building where Equipment can be found.) Space for six Characters.


E nter ing and S canning Data

1. Under the title in this display is the E qp: prompt (Equipment Identification Code). Type in the Equipment

Identification Code, or Scan the Bar Code of the Equipment by pressing the Scan key and aiming the Light Beam at

the Bar Code, or type in the Equipment Code (given on the barcode label) using the Keypad. Press E NT . This is a

required entry. A number must be entered to continue to the next display.

2. Next is the Building: prompt (Building Identification Code). Scan or type in a Building Identification Code if your

system requires one or press E NT to continue.

3. The next prompt is for the Area (Area Identification Code). Scan or type in an Area Identification Code if your

system requires one or press E NT to continue. This is the last entry needed for the Equipment.

4. The screen display will return to the E qp: entry. If you want to continue Tracking Equipment, return to step one.


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Downloading Data from the Scanner to Your Computer

The next steps are important in order to store and report Data accurately. All Inventory, Physical Count, Labor, and

Equipment Control functions will be followed with a Download to the MaintiMizer software program on yourcomputer. All of these tasks use the following procedures to Download Data.

Download P reparation

1. Press ESC twice to return to the initial Screen giving the choices:

S can (Return to the Physical Count procedure. See step three in the Choosing the Physical Count

Option.)


Data is deleted. If N (no) is selected, the Data is saved and you are returned to these four optio ns. If no


four options.)


display There is no Data to Download. The Display will return to the four options.)


MaintiMizer Inv/WO Control greeting will be displayed until the power switch is returned to theO n position. The four options from the previous section will immediately be displayed again.)




2. Press D for Download. The Display will show Down Load Data..Comm Port:

* I f no i nformation has been entered, themes s age T here is no Data to Downl oad

wi ll be di s pl ayed on the S canner. T he

S creen wi ll immediately dis play the four

i nit ial opti ons again. R eturn to E nteri ng

Data for a Phys ical I nventory Count.

3. To Download the information into your computer. Place the Scanner back in the Cradle.

4. At this point the MaintiMizer software program needs to be opened on your computer.

Opening MaintiMizer on Your Computer

1. To open the MaintiMizer program on your computer, with the Mouse pointer on the "CK" Icon, Double-Clickthe left Mouse Button of your computer. The Authorization Code box appears on your Screen. (See Fi gure 4.)


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2. Enter your Authorization Code into the Authorization Code box. The Characters will appear as asterisks for

security. A maximum of seventeen Characters can be used (1). (Fi gure 4.) Press the Enter key on the computers

Keyboard.

3. The MaintiMizer Main-Menu appears on your computers Screen.

S electing B ar Code Download Opti ons

1. Use the Mouse pointer to select Inventory by positioning the Mouse Arrow on the word Inventory while

holding the left Mouse Button down (1). A Drop-Down list of options will appear. Choose Bar Code/ Label

Options by re-positioning the Mouse Arrow on that selection (2). On the next Drop -Down menu, position the

Mouse Arrow on Load Using Bar Code and release the Mouse Button (3). (See Fi gure 5.)(This step can be

simplified by having your Main-Menu set up with its own selection Button specifically for down -loading.)

2. The Load Using Bar Code Window appears. Select the From COM Port Button by positioning the Mouse

Arrow on that selection and clicking the left Mouse Button once (1). Select the Inventory Button using the same

procedure (2). Make certain the Audit Report box is checked so you can view and Print it (3). (S ee F igure 7.)

Press Continue (4).

Figure 41

Fi gure 5 32

1


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* I f your Com Por t connection i s nt compati ble wi thMaintMiz ers s ettings the error mes s age wi ll notallow you to continue. Cli ck OK w it h the Mous e (S ee

F igure 6) and refer t o Connecti ng the Cr adle to Y our

Computer s Har d-Dri ve to s wi tch the Com Por t

S election.

3. Your computer Screen will Display the Waiting for Input box. (See Fi gure 8.)

* Do Not Pres s E NT on the S canner unti l t heWaiti ng for I nput S creen appears on your computer .(Fi gure 8.)

Figure 6

1

2

Figure 74

3


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4. Look at the Scanners Display. It will ask you to enter the Comm Port number you are using. Use the Keypad to

enter the Port number. Press Enter.

5. The Part number will show on the Display, and the Download will automatically begin.

6. During the Download, the Display on the Scanner will ask whether you want to delete the Data from the Scanner.

Press the Y key for yes or the N key for no. The Data must be deleted after it is Downloaded successfully,

however, you must confirm the Download by looking at the Audit Report (See Viewing, Printing, and Saving the

Audit Report.) or else you may lose the Data.

* B efore clearing any i nformation from the S cannerafter a Download, make certain all the i nformation i s

s aved by l ook ing at the Audi t R eport. (S ee Viewi ng

Pr int i ng and S aving the Audit R eport.)

* I f the S canner Data i s not deleted after a Downl oad,the s ame information wi ll appear on the next Audi tR eport. Y ou mus t choos e Y (Yes ) to clear the Data.

7. While the Download is taking place, a message box titled, Processing Input will confirm that it is Reading and

saving Data. Wait until the Processing Input message is gone and the Audit Report Format box appears.

Printing Reports

The procedures for Printing reports are similar, yet there are important differences, for Printing the various Audit

Reports and Printing the Inventory Adjustment Report.

Viewing, Pr int ing, and S aving the Audi t R eportFollow these instructions to view, print, and save the Audit Report for Inventory transactions and Equipment and Labor

Control functions.

1. Once the information is Downloaded, the A udit Report Format box will give you two options. (See Fi gure 9.)

Print All Entries.

Figure 8


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Print Exceptions Only.

2. In order to see exactly how your report will appear; choose Print All Entries (1). (See Fi gure 9.) If incorrect

information is entered, an error message will be given on the report. If you want to see only the errors, choose Print

Exceptions Only (2). (See Fi gure 10.) Click on OK.

3. To view your report, the next Screen will give you the option of Print Preview. Select that with the Mouse pointer in

order to preview your report (1). (S ee F igure 11.) In this example, the error will be seen on the second line under

the Comment heading (1). (S ee F igure 12.)

4. The next Screen will give you the option of Printer, Print Preview, or Data File. This Window also shows the active

Printer for you computer (2). (S ee F igure 11.)

5. Select Print Preview with the Mouse pointer (1) in order to see your report. Click on Continue (3). (S ee F igure

11.)

Fi gure 10

2

Figure 9

1

4

Fi gure 11

1

5

2

3

6


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6. To Print your report without viewing it, simply click on Printer (4) then click on Continue (3). (S ee figure

11.)

7. To save a report, click Data File with your Mouse Button (5). Then enter the Path and File name in the Window

(6). Click on Continue (3). (See Fi gure 11.)

8. To Print the Audit Report after viewing it, click on one of the Printer Icons. The one on the left Prints the entire

report (1). The Icon on the right, with a sheet of paper and Printer symbol, Prints just the page in view (2). (See

Fi gure 12.)

9. When the Report is approved, the Data on the Scanner can be deleted by pressing the Y (yes) Button.

10. To close the Audit Report, click on Close in the upper left corner (3). (S ee F igure 12.)

Viewing, Pr int ing, and S aving the I nventory Adjus tment R eportThese instructions are similar to those for the Audit Report, yet are different enough to require separate instructions.

1. When you have an accurate Physical Count you will see the prompt asking if you want to Print the Inventory

Adjustment Report? Click on the Yes Button. (See Fi gure 13.)

2. You will then see the Inventory Adjustment Report If want to Print it, click on the Printer Icon (1). (See F igure

14.)

1

2

3

Fi gure 12

Fi gure 131


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3. The Print Display will be added to the Window. Choose OK to Print one copy of t he entire report (1). If certain

pages are needed, click on the Pages Button (2) and enter the page numbers (3). Click OK. (See Fi gure 15.)

4. To save the report to a Data Files, click on the envelope Icon (2). (See Fi gure 14.)

5. The Export bo x will be added to the Window. Choose a Format from the top Drop-Down Menu (1). Next,

choose a Destination from another Drop-Down Menu. (2). (S ee F igure 16.)

6. If any misinformation has been entered, a Data Error prompt will appear during the ini tial Download message.

To view the error, click OK with the Mouse (1). (S ee F igure 17.)

F i gure 14

1

2

Fi gure 16

1

2

1

3

Fi gure 15

2


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7. The Print Exception Report prompt will appear. Click on "Yes" (1). (See Fi gure 18.)

8. The Inventory Adjustment Exception Report will show the erro r in the Comments column (1). (In thisexample, the Stock Room wasnt entered.) (S ee F igure 19.)

9. When the Report is approved, the Data on the Scanner can be deleted by pressing the Y (yes) Button.

I f Y our S canner S tops Work ing

If something should happen to your Scanner, call CK Systems Support at (734) 665-1780 and let them know what the

problem is. If needed, they will recommend returning the Scanner to CK Systems. If necessary, CK Systems will send

the Scanner to the manufacturer for repairs. This allows CK Systems to upload your program back into the Scanner

before returning it.

1 F igure 17

F igure 181

1

F igure 19


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Appendix

The following flow charts represent the procedure variations that are found in Bar Code systems other than those

described in this manual.

Documents

Bar Code Manual