JFJFFNFJ

SERIALIZE AND INSPECT PRODUCT SETUP
DOC. NO: SM0001 REV NO: A
SERIALIZE AND INSPECT PRODUCT SETUP [ INDIA MARKET ]
DATE: DOCUMENT NO: DOCUMENT REVISION:
SEPTEMBER 27, 2011 SM0001 A
PREPARED BY: SYSTECH INTERNATIONAL 2540 US HIGHWAY 130, SUITE 128 CRANBURY, NJ 08512 609-395-8400
SYSTECH INTERNATIONAL, SYSTECH TIPS, TIPS, SYSTECH SENTRI, SYSTECH ADVISOR, and SYSTECH GUARDIAN are registered trademarks of SYSTECH International, Inc. Copyright 2011 SYSTECH International. All Rights Reserved.
Page 1 of 24
Table of Contents
1.0
1.1 1.2 1.3
GUARDIAN PRODUCT SETUP ........................................................ 3

REQUIREMENTS...............................................................................................................................................3 PRODUCT SETUP STEPS .....................................................................................................................................3 PRODUCT PACKAGING LEVEL SETUP ....................................................................................................................5
2.0
2.1 2.2 2.3
ADVISOR PRODUCT SETUP ......................................................... 12

ADDING A NEW PRODUCT ...............................................................................................................................12 COPYING A PRODUCT .....................................................................................................................................15 ADDING NOTES TO A PRODUCT ........................................................................................................................15
3.0
3.1 3.2 3.3
EXAMPLE LABEL DESIGN ............................................................ 17

ZPL LABEL FILE .............................................................................................................................................17 REQUIRED FIELD NUMBER CODES .....................................................................................................................18 BARTENDER LABEL FILE ...................................................................................................................................20
4.0
4.1 4.2
GUARDIAN SETUP WORKSHEETS .............................................. 23

GUARDIAN PRODUCT SETUP WORKSHEET ..........................................................................................................23 GUARDIAN PRODUCT PACKAGING LEVEL WORKSHEET ..........................................................................................24
Copyright 2011 by SYSTECH International. All rights reserved. Reproduction and/or distribution of this document is prohibited without the express written consent of SYSTECH International.
Page 2 of 24
1.0
GUARDIAN PRODUCT SETUP 1.1 REQUIREMENTS The following are prerequisites to execute and complete the Guardian Product Setup: Valid Guardian SPT system with Configuration Manager desktop application installed Configuration Manager User login with appropriate permissions Existing valid Manufacturer setup configured within the Guardian SPT server to use for Product configuration Product information: Product Code/Name, Description and GTIN. Worksheets to facilitate capturing this information follow at the end of this document 1.2 PRODUCT SETUP STEPS 1. Start the Guardian SPT Configuration Manager software and login using your User Name and Password.
Enter your User Name and Password
Figure 1-1: Login Screen 2. Expand Lines and Products then select Products from the menu
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1.0
GUARDIAN PRODUCT SETUP

Step 2, Expand Lines and Products
Step 2, Select Products
Figure 1-2: Lines and Products Menu 3. The Products screen is displayed
Step 5, Select the correct manufacturer
Step 9, Select Active Step 10, Select Allow Orphans
Step 6, Enter product name here
Step 8, Enter product class ID here
Step 4, Press Add
Step 7, Enter product class here
Step 12, Press Save
Figure 1-3: Products Screen 4. Press Add to add a new product 5. Select the correct manufacturer from the Manufacturer dropdown list. Do not select the option Shipment Manufacturer for your product setup. 6. Enter the product name and product description. Product name and description are not transferred to the Advisor packaging lot data. They are used to identify the products within the serialized packaging lot data processed on Advisor and transferred to the Guardian database. Product name and description must be unique values if creating multiple product records in a single Guardian database.
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1.0
GUARDIAN PRODUCT SETUP NOTE: The Product Class and Product Class ID fields are the data link from the Product profile in the Guardian database to the Product profile on the Advisor line management computer. Product Class GTIN and the value used in Product Class ID are used to configure the product information on Advisor. 7. Enter the product class (e.g. GTIN) 8. Enter the product class ID 9. Select the Active checkbox to enable this product. This is required for Advisor and Guardian to use this new Product. 10. Select the Allow Orphans checkbox to enable orphans. Orphan is the term given to any serialized packaging level that is typically packed into a larger serialized packaging level, but is in an unpacked state. This selection should be enabled unless directed otherwise by a Systech resource. 11. Do not select any additional checkbox options and do not enter any additional information into this Product screen 12. Press Save to save the new Product information to the Guardian database. The new product information in now displayed in the display grid. 13. Setup the next Product by repeating the steps in above until complete 1.3 SINGLE PACKAGING LEVEL SETUP STEPS 1. Select a Product from the display grid 2. Press the Packaging Levels button to create the packaging structure for the Product
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1.0
Step 1, Select a product
Step 2, Press the Packaging Levels button
Figure 1-4: Populated Products Screen 3. The Packaging Hierarchy window opens
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1.0
Step 6, Select None Step 5, Enter Tertiary
Step 4, Press Add
Figure 1-5: Packaging Hierarchy Window Tertiary Single Level Only Every SPT product in Guardian requires a defined packaging level structure for SPT packaging lot operations. Each serialized packaging level must be defined NOTE: If creating a Product for serialized Tertiary (shipper) level labels only, with no additional packaging hierarchy or structure, only create the Type Name Tertiary record. Do not create any additional packaging level items. 4. 5. 6. 7. Press Add to add a new Packaging Level item Enter Tertiary in the Type Name field Select None in the Parent Type dropdown list Enter 0 in the Pack Quantity field
NOTE: The Initial Lot Size value defines the amount of SPT numbers provided to Advisor for this product and packaging level item at the beginning of a lot; the threshold and refill size work to ensure Advisor is updated with more SPT numbers during lot operations (if necessary). Unless provided, these can be left at default values. 8. Do not change, select, or update any other fields on this Packaging Level setup screen
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1.0
GUARDIAN PRODUCT SETUP 9. Press Save to save the Tertiary item level NOTE: If creating a Product for serialized Tertiary (shipper) level labels only, with no additional packaging hierarchy or structure, only create the Type Name Tertiary record. STOP HERE Do not create any additional packaging level items. 1.4 MULTIPLE PACKAGING LEVEL SETUP STEPS
NOTE: If creating a Product for multiple serialized levels (Primary-Secondary-Tertiary) labeling, continue to the next steps to create additional packaging levels according to product hierarchy or structure. Also, if creating multiple packaging level products, Tertiary Pack Quantity value should equal quantity of Secondary Package items the current Tertiary Package item contains when full, example follows:
Step 1, Edit the packed quantity of the Tertiary level
Step 3, Press Save
Step 2, Select Allow Partial Capacity
Figure 1-6: Packaging Hierarchy Window Tertiary Multiple Levels 1. Edit the Tertiary Pack Quantity to equal the quantity of Secondary Package items the current Tertiary Package item contains when full 2. Select Allow Partial Capacity 3. Press Save to save the changes to the Tertiary item level 4. Press Add to add a next Packaging Level item
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1.0
Step 7, Enter the packed quantity of the Secondary level Step 6, Select Tertiary Step 5, Enter Secondary
Step 4, Press Add
Step 8, Select Allow Partial Capacity Step 10, Press Save
Figure 1-7: Packaging Hierarchy Window Secondary Level
5. Enter Secondary in the Type Name field 6. Select Tertiary in the Parent Type dropdown list 7. Enter a value for the Pack Quantity. This value will equal the total quantity of the Primary items packed into the Secondary package when full. 8. Select Allow Partial Capacity NOTE: The Initial Lot Size value defines the amount of SPT numbers provided to Advisor for this product and packaging level item at the beginning of a lot; the threshold and refill size work to ensure Advisor is updated with more SPT numbers during lot operations (if necessary). Unless provided, these can be left at default values. 9. Do not change, select, or update any other fields on this Packaging Level setup screen 10. Press Save to save the Secondary item level
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1.0
Step 14, Enter 0 for packed quantity
Step 13, Select Secondary
Step 11, Press Add Step 12, Enter Primary Step 17, Press Save
Figure 1-8: Packaging Hierarchy Window Primary Level
Step 18, Press Save
11. Press Add to add a next Packaging Level item 12. Enter Primary in the Type Name field 13. Select Secondary in the Parent Type dropdown list 14. Enter 0 for the Pack Quantity 15. Enter the maximum number of Primary level items per lot for current product in the Initial Lot Size field NOTE: Setting an Initial Lot Size value for the Primary item type will calculate Initial Lot Size values for the Secondary and Tertiary item types when the Primary item type record is saved. NOTE: The Initial Lot Size value defines the amount of SPT numbers provided to Advisor for this product and packaging level item at the beginning of a lot; the threshold and refill size work to ensure Advisor is updated with more SPT numbers during lot operations (if necessary). Unless provided, these can be left at default values. 16. Do not change, select, or update any other fields on this Packaging Level setup screen 17. Press Save to save the Primary item level 18. Press Close to close the Packaging Hierarchy window
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1.0
GUARDIAN PRODUCT SETUP This concludes the Guardian product setup. The next section will discuss how to setup products on the Advisor.
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2.0
ADVISOR PRODUCT SETUP Products are added to the SYSTECH Advisor machine via the Product Editor located on the System Configuration screen. To open the System Configuration screen press the System Config pushbutton on the Main screen.
Press New to add a product
Figure 2-1: System Configuration Screen ADDING A NEW PRODUCT 1. Press New on the Product Editor window to add a new product 2. The Product Classes dialog opens
2.1
Select the Product Class
Figure 2-2: Product Classes Dialog 3. Select the product class titled Tertiary 4. Press OK
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2.0
ADVISOR PRODUCT SETUP 5. Enter the name of the Product in the Product ID field
Step 5, Enter the Product Name here
Step 6, Enter the Product Description here
Step 7, Press Save
Figure 2-3: Product Information Tab 6. Enter the Product Description in the Product Description field 7. Press Save 8. Select the Parameters Values tab
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2.0
ADVISOR PRODUCT SETUP
The Product Class and the Product Class ID must match the values entered in Guardian
Step 9, Enter the correct values for this product
Figure 2-4: Parameter Values Tab 9. Enter the correct values for each Parameter by highlighting the parameter and then pressing the Edit Parameter Value button 10.The Edit Parameter dialog will open
Step 11, Enter the new value here
Step 12, Press OK
Figure 2-5: Edit Parameter Dialog 11.Enter the new value 12.Press OK 13.The value entered for Product Class field must match what was entered in Guardian for this Product or the Lot will not start
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2.0
ADVISOR PRODUCT SETUP 14.The value entered for Product Class ID field must match what was entered in Guardian for this Product or the Lot will not start 15.Once all of the Parameter values have been entered press Save The new Product is now saved and is displayed in the Product ID dropdown list on the Product information tab. You can also create a new Product using the Copy button. This may save time if you are creating Products with similar set of Parameter values. COPYING A PRODUCT 1. Select a Product you wish to copy from the Product ID dropdown list 2. Press Copy The Product is now copied and is ready to be edited. Edit the name and Product Description then go to the Parameter Values tab to edit the variables that need to be changed. Edit these values in the same manner that was described in Section 1.1 Adding a New Product, (starting with Step 9 above). ADDING NOTES TO A PRODUCT Adding notes to a Product can help convey important information about this Product to future users. To add notes to a Product perform the following steps: 1. Select a Product from the Product ID dropdown list that you wish to add notes to 2. Select the Notepad tab and type the information that you wish to save with this Product.
2.2
2.3
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2.0
ADVISOR PRODUCT SETUP
Step 3, Enter your Product notes here
Figure 2-6: Notepad Tab 3. Enter the notes pertaining to this Product in the Notepad tab 4. Press Save when done The notes are now added to the Product selected
Page 16 of 24
3.0
EXAMPLE LABEL DESIGN There are currently two options supported for generating labels; a ZPL label file and a Bartender label file. Both of these options are discussed in this section. 3.1 ZPL LABEL FILE The ZPL file contains the information needed for printing the label design. ZPL files are typically created using label design software. Once created that file is then edited to substitute the static data with the dynamic Field Number Codes. The example below shows a blank label with no Field Numbers populated.
The values associated with the FN numbers will be displayed here when the Lot is run
Hidden FN numbers not printed on the label
Figure 3-1: Blank Label Design
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3.0
EXAMPLE LABEL DESIGN 3.2 REQUIRED FIELD NUMBER CODES There are 9 Field Number codes needed to properly populate a product label. All 9 codes must be present in the label definition file. Fields that you do not wish to print must still be present in the label definition file but set to invisible or set outside of the print area. The following table contains the list of these Required Field Number Codes. Field Number Code FN1 FN2 FN3 FN4 FN5 FN6 FN7 FN8 FN9
Description Product Name Expiry Date Batch Number (01)(17)(10) Barcode (01)(17)(10) Human Readable SSCC-18 Barcode SSCC-18 Human Readable Manufacturing Date Quantity
Lot Control Variable Product Description ExpDate LotID N/A N/A N/A N/A MfgDate Quantity
When these Field Number Codes are inserted into the appropriate location in the ZPL file the result is a properly populated label. The Field Numbers display their respective data in the location they were assigned in the ZPL file. Figure 1-2 shows an example of a populated label.
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3.0
EXAMPLE LABEL DESIGN
FN1 FN2 FN3
FN4
FN5
FN6
FN7
FN8 FN9
Figure 3-2: Populated Label Design Below is a portion of the ZPL file used to create the label displayed in Figure 1-2. The example below shows how the FN codes are used in the ZPL file.
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3.0
EXAMPLE LABEL DESIGN ^FO165,17 Field Number Code FN4 {Barcode} inserted into the ^GB647,479,3^FS ZPL Label file ^FO850,279 ^BY3^BCB,114,N,N^FN4^FS ^FT1011,1386 Â0B,34,39^FN5^FS Field Number Code FN5 ^FO810,19 {Barcode Human Readable} inserted into the ZPL Label file ^GB251,1787,3^FS ^FT1128,1462 Â0B,59,66^FDSTORAGE: DO NOT STORE ABOVE 30C^FS Figure 3-3: FN Codes Inserted in a ZPL File When the Required Field Number Codes defined in Section 1.2 above are inserted into the ZPL file for your label, as shown in Figure 1-3, the results will be a Label that is populated correctly. Note - Required Field Number Codes must be present in the label definition file. Required Field Number Codes that you do not wish to print must have the Field Text (FT) or the Field Object (FO) X Coordinate and Y Coordinate be offset beyond the printable label boundary. An example is stated below: ^FO9999,9999 ^BY3^BCB,114,N,N^FN4^FS ^FT9999,9999 Â0B,34,39^FN5^FS BARTENDER LABEL FILE The Bartender file contains the information needed for printing the label design. BTW files are typically created using Bartender label design software. Once created that file is then edited to substitute the static data with the dynamic Field Number Codes. The example in Figure 1.1 Blank Label Design shows a blank label with no Field Numbers populated.
Setting the FT or FO coordinates beyond the printable range will cause the associated FN code not to print
3.3
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3.0
EXAMPLE LABEL DESIGN When the Required Field Number Codes listed in Section 1.2 above are inserted into the appropriate location in the BTW file the result is a properly populated label. The Field Numbers display their respective data in the location they were assigned in the BTW file. Figure 1-2 above shows an example of a populated label. To insert the Required Field Number Code into the Bartender label definition file, open the label design and follow the steps below: 1. Double click on the variable data field 2. The Modify Selected Text Object window is displayed 3. Select the Data Source tab 4. Press the Advanced button 5. Select the Share/Name tab 6. Enter the Field Number Code that corresponds to the field you are changing 7. Press OK 8. The Modify Selected Text Object window is removed 9. Press Save to save the changes The variable data field could be text or a barcode. The red boxes in Figure 1-2 above show where to find the required variable data fields. Figure 1-3 below shows an example of where the barcode human readable (FN5) Field Number Code would be inserted on the Data Source tab in Bartender.
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3.0
EXAMPLE LABEL DESIGN
Step 6, Field Number Code FN5 {Barcode Human Readable} inserted into the Bartender label file
Figure 3-3: Data Source Tab Note - Required Field Number Codes must be present in the label definition file. If there are Required Field Number Codes that you do not want printed on your BTW label file, then place those fields outside the print area by dragging those fields off the label and then saving the changes.
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4.0
GUARDIAN SETUP WORKSHEETS 4.1 GUARDIAN PRODUCT SETUP WORKSHEET
The following is a worksheet that can be used to collect all required information for Guardian SPT Product setup. This page can be printed, copied or saved to accommodate the full number of products that require Guardian setup. A separate worksheet for collecting Packaging Level Hierarchy follows in section 5.0. # 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 MANUFACTURER PRODUCT NAME PRODUCT DESCRIPTION PRODUCT CLASS PRODUCT CLASS ID ACTIVE ALLOW ORPHANS
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4.0
GUARDIAN SETUP WORKSHEETS 4.2 GUARDIAN PRODUCT PACKAGING LEVEL WORKSHEET ALLOW PARTIAL CAPACITY Enabled Enabled Disabled Enabled Enabled Disabled Enabled Enabled Disabled Enabled Enabled Disabled Enabled Enabled Disabled
# From PRODUCT WORKSHEET Tertiary 1
TYPE None Tertiary Secondary Primary Tertiary
PARENT TYPE
THRESHOLD 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50%
PACK QUANTITY
INITIAL LOT SIZE ---
REFILL SIZE
Secondary None Tertiary Secondary None Tertiary Secondary None Tertiary Secondary None Tertiary Secondary
--------------
Secondary Primary Tertiary
Secondary Primary
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SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

SERIALIZE AND INSPECT PRODUCT SETUP [ INDIA MARKET ]

DATE: DOCUMENT NO: DOCUMENT REVISION:

SEPTEMBER 27, 2011 SM0001 A

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

GUARDIAN PRODUCT SETUP ........................................................ 3

ADVISOR PRODUCT SETUP ......................................................... 12

EXAMPLE LABEL DESIGN ............................................................ 17

GUARDIAN SETUP WORKSHEETS .............................................. 23

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

Enter your User Name and Password

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

GUARDIAN PRODUCT SETUP

Step 2, Select Products

Step 5, Select the correct manufacturer

Step 9, Select Active Step 10, Select Allow Orphans

Step 6, Enter product name here

Step 8, Enter product class ID here

Step 4, Press Add

Step 7, Enter product class here

Step 12, Press Save

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

GUARDIAN PRODUCT SETUP

Step 1, Select a product

Step 2, Press the Packaging Levels button

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

GUARDIAN PRODUCT SETUP

Step 6, Select None Step 5, Enter Tertiary

Step 4, Press Add

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

Step 1, Edit the packed quantity of the Tertiary level

Step 3, Press Save

Step 2, Select Allow Partial Capacity

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

GUARDIAN PRODUCT SETUP

Step 4, Press Add

Step 8, Select Allow Partial Capacity Step 10, Press Save

Figure 1-7: Packaging Hierarchy Window Secondary Level

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

GUARDIAN PRODUCT SETUP

Step 14, Enter 0 for packed quantity

Step 13, Select Secondary

Figure 1-8: Packaging Hierarchy Window Primary Level

Step 18, Press Save

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A

Press New to add a product

Select the Product Class

SERIALIZE AND INSPECT PRODUCT SETUP

DOC. NO: SM0001 REV NO: A