KwikCount RF ™ for Windows User Guide Data Integration Add-In for Excel®
License Agreement for 1 User Carefully read all the terms and conditions of this agreement. This program is licensed to one user to use on one CPU. If the one user has one PC at home and one PC in the office, providing the user or someone else does not simultaneously use the program on two CPUs , copies may be installed on both CPUs.
Ta b l e o f C o n t e n t s Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . .1 Chapter 2 KwikCount RF Setup . . . . . . . . . . . . . . . . . . . .2 Chapter 3 Collecting Data using the RF Terminal . . . . . . .6 Chapter 4 Sample Applications . . . . . . . . . . . . . . . . . . . .14 Chapter 5 Labels and Label Printing . . . . . . . . . . . . . . . .19 Chapter 6 Using UPC Bar Codes . . . . . . . . . . . . . . . . . . .20 Chapter 7 Code 39 & Code 128 . . . . . . . . .
C H A P T E R 1 • Introduction KwikCount RF KwikCountRF is an Add-In for Microsoft Excel 2000 or later. KwikCountRF's features are designed to smoothly integrate with Microsoft Excel. KwikCountRF is designed to define and execute transaction based data collection using Worth Data 802 RF Terminals and Excel. Transactions are defined by creating a set of “prompts” and “display data” (that is sent to the Terminals) which are associated with data columns (ranges) in an Excel worksheet.
C H A P T E R 2 • KwikCount R F Setup Getting ready to use KwikCount RF Run Setup From The CD Insert the KwikCount RF CD in your computer. The installer should autostart. If not, run SETUP.EXE in the root directory of the CD. Follow the instructions on the installation screens to copy the KwikCount RF files to your computer. Installing the KwikCount RF Add-In After you have installed from the CD you must tell Excel about the new Add-In: 1. Pull down the Excel Tools menu and select Add-Ins.
The Item ID Generator You may want to consider using the Item ID Generator if: • If you want to use bar codes for your data collection and do not already have bar coded item labels, or • The Item ID’s you do have are not appropriate for bar codes (i.e. the data is long, like a product name or description), or • You want to create a uniform item id system.
The Generator works by: • Inserting a new column to the left of the range you have specified. • Looking at the range you have specified and placing a value in the new cell immediately to the left of any cell in the defined range that contains any data. Each new value is a 5 digit number that is incremented by 10 (in case you want to manually insert additional IDs later).
"Statements" that results in a program used by the Transaction Manager to control the operation of your RF Terminal(s). When you click on the Receive Data button on the KwikCountRF screen, your Transaction Definition is submitted to the Transaction Manager which will then use that definition to control any Terminal that signs in. As long as the KwikCountRF screen is open, the Transaction Manager is open and will allow RF Terminals to sign in.
Chapter 3 • Collecting Data using the RF Terminal KwikCount RF is simple and intuitive enough for most people to jump right in. Don't hesitate to run the program and explore its functions - but we do suggest making a back-up copy of your worksheet to practice with first. That way you can always go back to the original if you have a problem. Attaching your worksheet to KwikCountRF covers two basic tasks. 1.
3. Lookup and Update. If you want to update existing worksheet data, check the Lookup on Field box. Otherwise, skip to item 8. If you do use the Lookup feature, Field 1 will be the lookup index field to serve as the lookup reference. The "Lookup Index" is what KwikCountRF uses to locate the correct row to place updated data and find data to display (in non-index columns). If you want to do lookups, all of your range specifications must start on the same row (or just specify whole columns).
4. Select Number of Transaction Prompt Statements to establish the number of fields of data to be collected during each transaction. This will also be the number of columns you will use for data collection in your worksheet. 5. Transaction Prompts. Enter text prompts for each transaction field. Each prompt is associated with a data column in your worksheet.
8. Select the desired Update Mode for all Input fields. This tells KwikCountRF how to update data in the non-indexed columns. There are three ways to update your Excel worksheet: Overwrite can be used for a new value that you would like to over write existing data in a worksheet cell. Accumulate allows you to combine or add an incoming Terminal data value to an existing value in your worksheet. Subtract will reduce the value in a worksheet cell by the data value coming from a Terminal.
9. Active Worksheet Linkage allows you to store up to three KwikCount field-linkage and prompt setups for easy access. This is very useful for using more than one transaction definition with the same Excel worksheet. To configure a linkage, simply select the desired Active Linkage by clicking on the radio button (or description field) and then set your Field Count, Data Location, etc. KwikCount will remember your settings when you switch Active Linkage or exit KwikCount.
Once you have configured your RF Terminal(s), defined a set of prompts, and attached KwikCountRF to you worksheet, all you have to do is click on the Collect Data button and then "sign in" a Terminal. A Terminal is signed in by selecting the "device sign on" option from the Terminal's main menu display. Once a Terminal is signed in, it will display your first prompt and wait for the operator to scan or key in data.
newest. If you are interested in seeing a more deltailed listing of the Transaction Manager's activity, you can enable Detailed Listing which will increase the amount of information displayed on the status log and saved in the optional log file. For the most part, you can ignore the status log entries but they can be useful for trouble shooting or looking in detail at how your Terminals are behaving.
Reviewing the Data When you have finished collecting data, you should review the data in the worksheet and then save the worksheet. New Items Added Sometimes you may have scanned items that are not currently listed in the column designated as your “lookup” column. If you checked the box for Allow New Items, KwikCount RF automatically added the items to the worksheet.
Chapter 4 • Sample Applications We have included a few sample worksheets so you will have a basic idea of how KwikCount RF might be used in real-world applications such as Physical Inventory and Shipping/Receiving. Remember that these are simply examples, and your methods for Inventory and other applications will most likely be different. The important thing is to see how flexible KwikCount RF is and how you can incorporate it into your application.
few punctuations while Code 128 supports the complete alphabet. KwikCount includes an Item ID Generator feature that will help you to create a column of new Item IDs if you need them. The Item ID Generator inserts a new column that contains a serialized 5-digit numbers. Types of Counting There are at least three "modes" you can use for counting inventory: Physical is the process of counting your stock. That is, what is on the shelf. Receiving is the process of counting receipt updates to inventory.
• Pull down the Worth Data menu in Excel and select KwikCountRF, then Collect RF Terminal Data. • Set the Field Count to 2 • Click on the first "Input" Transaction Prompt field and type in "Enter Item ID:" • Click in the first "Data Column" reference edit box and then on your spreadsheet highlight the range of cells containing item ID data (data should match bar code labels). Make sure you select ALL of the item IDs in the column as KwikCount will only look-up IDs in the range you select.
Subtract will remove items from a quantity count. This works well for adjustments, shipping totals, or other debits. • Then Click on the Collect Data button. You are now ready to collect data with your Terminal(s)! If you get any error messages, the text of the message will explain the nature of the problem. Go back and try again. Press Cancel to abort without saving any settings.
the RF Terminal in the Excel worksheet. Data collected for Shipped items would use Data Option Subtract in the KwikCount RF Receive dialog. Data collected for Received items would use Data Option Accumulate in the KwikCount RF Receive dialog Data collected for Shipping or Receiving can be used to update the worksheet created using the Physical Inventory Sample Application.
Chapter 5• Labels and Label Printing Worth Data offers several software options that will allow you to create your own bar code labels. Our LabelRIGHT program now includes an easy-to-use Excel interface that allows you to design a label in LabelRIGHT, then go to Excel and print your labels using data from your worksheet. Go to the Worth Data website at www.barcodehq.com to download the LabelRIGHT demo and for more information. Of course you can always call us at (800) 3454220 if you prefer.
Chapter 6 • Using UPC Bar Codes UPC Specifications UPC symbols are found on almost all grocery products and many other retail items. The UPC code most people are familiar with (UPC-A) is a fixed-length (12 digits) numeric only code, with the first digit controlled by UPC coding assignments and the last digit a checksum. Each digit is constructed of two bars and two spaces. UPC has very precise standards of code size, structure, and numbers to be used.
Chapter 7 • Code 39 and Code 128 Code 39 Code 39 (or Code 3 of 9) is the de facto standard of nonretail American industry. It is widely used in the automotive industry (AIAG specifications) as well as in government and military applications (LOGMARS specifications). Code 39 is flexible, features a large character set, variable data length and density, and bi-directional readability. Code 39 is extremely accurate; substitution errors are almost nonexistent.
Code 128 Code 128 is a very powerful bar code, combining an extensive character set and variable length with compactness and error checking. The character set contains all 128 ASCII characters with each character made up of three bars and three spaces. Each element (bar or space) varies from one to four units in width, totaling 11 units of width per character.
Chapter 8• Questions and Answers What version of Excel do I need? KwikCount RF requires Excel 2000 or later. How should my Excel Item List be formatted? Doesn't matter unless you are using the Lookup feature which requires data for each record to be in the same row of cells. How do I set up "Item IDs" in my Excel Item List? Item IDs should be arranged in a column in your worksheet. The actual Item ID data should match data recorded in bar codes on your inventory labels.
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