LIMITED LICENSE AGREEMENT

Pathfinder Computer Systems, Inc. hereby grants you, and you accept, a Limited License to use the software provided, user manual(s), and any related materials (collectively called the "Software" in this Agreement). You may use the Software only on a single application site. If you wish to use the Software on more than one site, you must either license an additional copy of the Software or request a multi-use license from Pathfinder Computer Systems, Inc. You may not transfer, sell, or sub license, either temporarily or permanently, you’re right to use the Software under this Agreement. You as the sole licensed owner of the Software, may not transfer, sell, or sub license the Software to another party, without prior written notification from Pathfinder Computer Systems, Inc. Said sale, transfer or sub license to another party will require a new license agreement and license fee.

The Licensed Program, Reference Manual, product names, documentation and other support materials provided to you are either patented, copyrighted, trademarked or owned by Pathfinder Computer Systems, Inc. as trade secrets and/or proprietary information. You agree not to take any actions in derogation of such rights and may not remove any product identification or notices of such proprietary restrictions from Pathfinder Computer Systems, Inc. products. Pathfinder Computer Systems, Inc. retains exclusive ownership of its products and trademarks.

This License is effective from the date of acceptance and shall remain in full force until terminated.

If any of the terms and conditions of this Agreement are broken, Pathfinder Computer Systems, Inc. has the right to terminate the Agreement and demand that you return the Software to Pathfinder Computer Systems, Inc. At that time you must also certify, in writing that you have not retained any copies of the Software.

This Agreement is to be governed by, and interpreted in accordance with, the laws of the United States and the Provinces of Canada. Any terms or conditions of this Agreement found to be not enforceable, illegal, or contrary to public policy in any jurisdiction will be deleted, but will not affect the remaining terms and conditions of the Agreement.

DISCLAIMER AND COPYRIGHT

All programs written by Pathfinder Computer Systems, Inc. are protected by United States and Canadian Copyright Law, and International Treaty provisions. You must treat this software like you would treat a book. This means that you may not make copies of this software for the purpose of giving it away, or selling it. There is one exception. You may make archival copies of this software for the sole purpose of backing up this software and protecting your investment from loss.

Pathfinder Computer Systems, Inc. specifically disclaims all warranties, either expressed or implied, including but not limited to, fitness for any particular application. In no event shall Pathfinder Computer Systems, Inc. be liable for any loss of profit, or any other commercial damage, including but not limited to special, incidental, consequential, or other damages.

PRICE CONVERT (ELECTRONIC PRICE BOOK) DISCLAIMER

All price converts sent out are the most recent that Pathfinder Computer Systems, Inc. has been able to obtain through available channels. Manufacturers may make available for other products more frequent updates, may make changes to pricing structure or dates of effectiveness or release dates to price books without us being notified. In no event shall Pathfinder Computer Systems, Inc. be liable for any loss of profit, or any other commercial damage, including but not limited to special, incidental, consequential, or other damages.

In case of changes or discrepancies in price converts, the dealer should notify Pathfinder Computer Systems, Inc., and provide verification of the change or discrepancy so corrections may be made in a timely manner.

Changes in price converts may result in additional releases and/or charges, as well as changes in support due to additional expenses incurred in processing and dispersing information.

LIMITED WARRANTY

Pathfinder Computer Systems, Inc. warrants all products from defects in material and workmanship under normal use by the original recipient for the lifetime of the original product beginning on the date of receipt. During a one-year period, from date of receipt, any material or parts deemed defective will be replaced without charge unless damaged by misuse. After the one-year period a nominal handling and shipping fee will be imposed.

PATHFINDER COMPUTER SYSTEMS, INC.

345 5^th St. NE

Barberton, OH 44203

Phone: 330 928-1961

Fax: 330 928-0837

Technical Support: Tech@PathfinderCS.com

General Inquiries: Office@PathfinderCS.com

Sales: Sales@PathfinderCS.com

RECOMMENDED SYSTEM REQUIREMENTS

(or better)

· 700 MHz +, Pentium Class Processor

· 128 MB Ram (256 megabytes of RAM when using Windows 2000/ME/XP (Pro or Server).

· Microsoft Windows 98/NT/2000/XP (Pro or Server)

° Microsoft Windows XP Home and ME should only be used in single computer environments with pcs Odyssey.

· 1Gig byte continuous hard drive space (actual requirement may vary depending on Price files installed)

· Floppy Drive

· Internet connection with E-Mail (this is how you get software updates)

· 800x600x16M screen resolution

· 16X or better CD-ROM

· Zip, Tape Drive or CDRW Backup (recommended) device

· Networking – 10 Base T Ethernet (On-Board LAN is not recommended) NO WIRELESS

· Uninterruptible Power Supply (UPS)

· Laser or Ink Jet printer recommended (Dot Matrix printer workable)

GENERAL INFORMATION

Please NOTE: All software updates are available only through our Web site. We do not send software updates on disk. See section on ‘Obtaining Software Updates’.

It is expected that the user will have a basic understanding of the Windows operating system that is installed on their computer. This includes (but not limited to) the understanding of mouse movements and use, dialog boxes, drop down menus, selection buttons, the <Tab> key and navigating the on board ‘HELP’.

When pcs Odyssey is first started, the Pathfinder logo and the program options appear on the screen. The drop down menus on the Menu Bar has less commonly used features.

If your system does not have a mouse, see the Windows ‘HELP’ documentation for other methods of navigating windows.

The screen layout is designed for 640 x 480 resolution (800 x 600 recommended). Increasing to a higher resolution decreases font size. This is not changeable. Colors used are taken from the Windows setup.

Many of the scrolling tables in pcs Odyssey (Windows terminology now calls it a browse box), have a locator field. The locator field is a small box above the browse box. By typing in a value in the locator field then that value is found within the table. The locator is also capable of doing a “fuzzy” search. A “fuzzy” search provides a way of getting close to information without knowing or entering it all. Enter the first few characters of a name, say “JO”; the locator bar will highlight the closest match “JONES”. Clicking on the locator field empties it, and moves the highlight bar to the browse box’s first entry.

Information displayed on any screen that appears grayed out is not accessible. Some of this information may be available depending on selections made.

Lookup button:

¬ This is a lookup button. It is located in many places in pcs Odyssey. Left clicking on the lookup button provides access to a database of selections for the entry field it is located by. For example, the screen asks:

Customer: __________________

If you can’t remember the customer name or need to add a new one, click on the lookup button to find, add, or change the customer.

Toolbars:

Toolbars are horizontal areas at the top of the screen that either have button or menu selections. In Odyssey, these are the 2^nd and 3^rd gray horizontal bars at the top of the screen. These cannot be changed.

The first toolbar - Three of the drop down menus, File, Edit and Window are a part of the Windows environment itself, not a part of pcs Odyssey. The user should refer to the Windows documentation regarding the usage of File, Edit, Window and Help. The Archiving button allows the moving of all invoices (Invoicing, Work Order & Rental), for a specified date range, into an Archive data file. This helps reduce processing time in the main data files during daily use. The E-Mail button allows mass E-Mailing selected customers an E-Mail.

The second toolbar - These buttons allow for quick access, at any time, to many of the more popular features. The large buttons to the center left are where you should primarily access the software. The toolbar buttons should be used ONLY when you are in the middle of doing some other process and do not want to back out of.

The pcs Odyssey program was designed so that more than one person could use it at a time over a LAN (Local Area Network) for looking up information, etc. However, there are some activities (mostly updates) that require exclusive access. If the system ever needs exclusive access, the user receives a warning and cannot continue until processing is done. If the user is not running pcs Odyssey on a network, the warnings are not displayed.

The terms price file and price book will be used synonymously in the pcs Odyssey program help files and documentation.

INSTALLATION:

The disk(s) you have received contain pcs Odyssey programs, databases, and price files.

The pcs Odyssey install program creates a folder on the computer’s hard disk and loads the data and program files to the hard drive. The software will install into a folder named \ODY. The Base System will occupy approximately 15 megabytes of disk space on your hard drive. Each price file installed will occupy additional disk space in a folder called \SYSCCA.

NOTE: Wireless networking IS NOT supported for use with pcs Odyssey.

It is STRONGLY recommended that you run “Scandisk” and “Disk Defragmenter” before pcs Odyssey is installed.

NOTE: Windows XP Home IS NOT recommended for use with pcs Odyssey.

To install under Windows 98, Millennium, NT, 2000 or XP (Pro or Server):

It is strongly recommended to disable ALL power management options under the Windows environment. All options should be set to 'Never'. (These setting can be found under the Control Panel, Power Management)

Preparing the network server (Peer to Peer or dedicated server).

When using Windows networking, the following protocols MUST be used when configuring your network (server and work stations): NetBIOS is NOT the same as NetBEUI.

TCP/IP

NetBEUI

For Windows XP (Pro or Server):

NetBEUI Protocol ²

Internet Protocol (TCP/IP)

² By default the NetBEUI protocol is not included in the Windows protocol list. It is located on the Windows XP master disk folder \ValueAdd\MSFT\NET\NETBEUI and should be extracted. If however you are unable to find the NetBEUI installer, we have provided it on the pcs Odyssey installation disk. It is located in a folder called NetBeui4XP.

For Windows XP, 2000 (Pro or Server):

Write Cache - Write Cache must be disabled on all computers (Work stations and server). The following is the general procedure for disabling Write Cache:

Right Click My Computer on the Desktop

Select Properties

Select Hardware Tab

Under Device Manager, select Device Manager Button

Select Disk Drives

Right Click the first Drive

Select Properties

Select Disk Properties Tab

Disable Write Cache (uncheck box)

Repeat for all drives

Drive Compression - Under no conditions, should drive compression be used.

Screen Savers – It is NOT recommended to use a screen saver that has passwording enabled.

CRITICAL INFORMATION:

1) When setting up a shared drive name, don’t get fancy with the name. Leave the name as displayed when share is selected. (i.e. C, D, E, etc.) Failure to follow this setup WILL cause connection problems when using 3^rd party Graphical interface programs.

2) When creating a shortcut for pcs Odyssey, use only a mapped drive. DO NOT use a virtual drive or UNC (Universal Naming Convention) as this can lead to network lockups and data file corruption.

3) Under no circumstances is the \ODY folder to be mapped as a drive OR to be placed in a sub folder. The \ODY folder must be off the root of the installed drive. The entire drive must be accessible to all workstations as there are multiple folders on the drive that pcs Odyssey must have available. Failure to follow this setup WILL result in data file corruption.

Insert appropriate disk into your computer disk drive. Close all running programs. If the disk does not automatically start the installation program, then click on the Start button. Then select the Run… option.

For CD-ROM disks: At the Open: prompt, type D:SETUP (or replace with your CD-ROM drive letter) and left click on ‘OK’.

For floppy disks: At the Open: prompt, type A:SETUP (or replace with your floppy drive letter) and left click on ‘OK’.

Once the SETUP program starts, it will ask for a drive letter to install to. Choose the appropriate drive letter and click on the OK button. Follow any additional instructions given by the SETUP program.

For the pcs Odyssey program, a Pathfinder program group and desktop icon will be created.

To run the software after installation, double click on the pcs Odyssey icon.

Installing the pcs Odyssey icon on work stations (other computers) on the network:

This procedure will describe how to create a short cut on the Windows desktop.

Each workstation MUST have a mapped drive to the server. See CRITICAL INFORMATION previously described.

1) Find a blank area on the desktop and click once with the right mouse button.

2) From the drop down menu, left click on NEW.

3) From the next drop down menu, left click on SHORTCUT.

4) A ‘Create Shortcut’ box will be displayed. Left click on the BROWSE button.

5) The ‘Browse’ box is displayed. From the LOOK IN selection, find the server drive that has the pcs Odyssey program or \ODY folder.

6) Once the correct drive is located, find a folder called ODY and double click the left button on the ODY folder to select.

7) Just below the folders is a box labeled FILE NAME, click once with the left button in the box. Now type in the name ODYSSEY, then left click on OPEN.

8) Now, left click on NEXT, then left click on FINISH.

9) The pcs Odyssey icon will be placed on the desktop.

It is strongly recommended that you perform data maintenance on your system at least once per week. This would consist of running:

Disk Cleanup
Scan Disk
Disk Defragmenter—through: Windows, System Tools

Generally, pcs Odyssey is the most commonly accessed program on the hard drive and thus the most spread out. This system maintenance will help prevent cross-linked or lost files, thus optimizing software performance and reducing the occurrence of data errors.

Backup your data on a daily basis. If your data gets lost or corrupt and you have no current backup you will have to re-enter everything. A recent backup reduces downtime in the event of lost or corrupt data.

Installation Check List: (This insures the integrity of your data)

Make a copy of this page, check that each requirement has been done, have the page signed off, and fax back to Pathfinder Computer Systems, Inc. at 330 928-0837.

qPower management disabled

qTCP/IP installed

qNetBeui installed

qWrite Cache disabled

qScreen savers not used and disabled

qDrive compression not used

qEach workstation has a mapped drive to the server (no UNC)

qDrive where pcs Odyssey (and related folders) are installed is fully shared and accessable by all work stations.

qpcs Odyssey installed.

qShort cuts to pcs Odyssey have letters, not UNCs

qBackup device (preferably a CD writer) installed on a suitable computer to provide a backup of the pcs Odyssey software at Pathfinder Computer Systems, Inc. request. (other optional devices are, ZIP 100 or 250, QIC tapes up to 10Gig)

qUPS (Uninterruptible Power Supply) installed on each computer and network switch.

_____________________________________________________________

Signed:

_____________________________________________________________

Company:

GETTING STARTED

Registration and New Company Database:

When you start the pcs Odyssey program the very first time, you will be asked to create a new ‘Company Database’.

1) The first line asks to enter a ‘Name’. Enter your company name.

2) If you are a STANPAK customer, click on ‘Install Data using Stanpak Information’.

3) Click on ‘Use new data to start my own business system’.

4) Click on ‘OK’.

Before pcs Odyssey can be used, you must register your copy of the software.

1) First time you run pcs Odyssey, you will be asked to enter your “Computer Login Name”. Enter a name 5-8 characters long then click on ‘Login’. (NOTE: The name entered is usually the same as the one assigned to your computer. However, any name will work as long as it is not duplicated by another name on your network.) This question will be asked for each workstation that pcs Odyssey is installed on.

2) Click on Setup then the {General} button.

3) Enter your company name, address and other information. Click on ‘OK’ to exit this section.

4) At the top left of the screen, click on ‘File’ then select ‘Registration code’.

5) Call Pathfinder Computer Systems, Inc. (330 928-1961) for your registration number.

6) If you are a STANPAK customer, you will also need to enable your STANPAK option, if not already enabled.

7) Continue with the following.

The following information is a brief outline of the steps needed to get up and running.

For detailed information, click on the ‘Help’ button on each screen.

For help on an individual field, press the <F1> key.

Some basic information has been provided in the program as starting areas and examples.

At the minimum, the following steps (Steps 1, 3, and 4) must be completed prior to using the system. Steps 5 and 6 can be done at the time an invoice is created. Step 7 should be done before using Work Orders.

For Detailed “HOW TO” help, please left click on the Help at the top of the pcs Odyssey screen. From the drop down menu left click on the “How To” Help selection. The ‘Help’ will list each section of the program. Double click on (lets say) Inventory. This will present a list of How To’s. Make your selection.

Setups: Step 1

Click on Setup, then the {General Setup} button. Click on each folder tab and fill in or select the information requested (if applicable).

General Tab: Provides basic information on your company. This information will be used on system-generated invoices.

· The system default taxes are the taxes to be used as the primary tax for each customer and for cash sales. To change this tax or add new taxes, click on the button to the right of the tax code box. Be sure to check your tax rates. NOTE: See section on How Taxes Work

· Your Federal ID number and default Payment terms.

· The “Next Customer Number” is the number automatically assigned to the next new customer.

· The “Next Purchase Order” is the number automatically assigned to the next new purchase order.

· The “Next Invoice Number” is the number automatically assigned to the next new invoice, work order or rental agreement.

Cost Display area:

When the inventory or price file display screen is shown, these selections allow part cost to be displayed as follows:

Don’t Show Cost - No cost is displayed on the screen at all. This is the default.

Show Cost- Displays ‘Issue Cost’ - Displays normal issue cost.

Show Cost as - If your cost is $12.00 this option will display it as 00001200. It makes it a bit more difficult for a customer to know the cost, but still allows you to know the cost. Same as 'Don't Show Cost' for the price file display screen.

· “Flash Customer Notes”. If the customer record has notes placed in the note section, checking this option displays those notes when selecting a customer for Invoicing, Work Order or Rental. Shows only on the screen.

· “Used in Canada”. If you are a Canadian customer, check this option to change some of the displays for postal codes and provinces.

· “Misc Charge Defaults”. This allows setting default charges and tax status for the ‘Miscellaneous Charges’ option in Customer Invoicing, Work Orders and Rental.

Accounting Tab:

· Default account numbers used in various places in the system. These accounts are required even if you do not have the accounting package. These Accounts can NOT be removed and should never be changed.

· Change Accounting Password button provides basic passwording for the accounting modules only.

· Chart of Accounts button provides access for changing or adding accounts.

IF THE ACCOUNTS RECEIVABLE MODULE IS INSTALLED:

· Date of Last Statement Run: - This allows you to view or change (check with Pathfinder Computer Systems, Inc. before changing) the date you last ran statements.

· Accounts Receivable Statement Message: - This allows you to place specific information on each statement and is independent of the 'Statement Messages' in Accounts Receivable. You can use this for advertising, holiday notifications, etc.

Printers Tab

l Use a default invoice printer selection. Checking this allows you to set a specific printer to be used for printing invoices. Click on the ‘Select’ button and the windows printer dialog box will be shown. Select your printer from this selection and click on ‘OK’. If you are using a 40-column ticket printer and want it to always be your default printer, check the box after the ‘Select’ button.

l Use a default work order printer selection. Checking this allows you to set a specific printer to be used for printing work orders (not work order invoice, or work sheet). Click on the ‘Select’ button and the windows printer dialog box will be shown. Select your printer from this selection and click on ‘OK’.

IF THE ACCOUNTS PAYABLE MODULE IS INSTALLED, the following setup is for Check Printing (on a Dot Matrix printer) only.

NOTE: Printer control codes may use extended ASCII characters to allow for a large number of commands. To setup control codes in pcs Odyssey, you will need to know the DECIMAL value of the ASCII characters. These values are always between 0 and 255.

Printing checks under Accounts Payable using a dot matrix printer requires the following setup. Click on the Accounts Payable tab. Select your printer by clicking ‘Fill Using Presets’ and finding the name in the drop-down. You should notice the control codes filled in. Click ‘OK’ to save your changes.

If Your Printer Is Not Listed In Presets:

You will need to find the control codes for setting page length in your printer manual. Do to the number of printers and variety of control codes, we cannot provide you with control codes. Setting page length is usually done by a simple code sequence and ending in an n value. The n is NOT a literal “n” but instead a variable representing the length you would like to set. For our checks you will need to set the n variable to 7”.

Setup for IBM/Epson

Some printers such as the Okidata Microline series use two n values (n1, n2). In this case you will need to set the n values to represent a number between 0-99. On the Microline, page length is set in ½” increments and therefore need a value of 14 to make a 7” page. n1 on the Microline is ASCII value of 1 (49) and n2 is the ASCII value of 4 (52).

Setup for Okidata Microline mode

You will also need to provide reset codes to clear the changed page length after printing checks. This can often be achieved by simply sending the same code sequence, but replace the n value with 11” instead of 7”.

Reset Page Length

NOTE: The ‘Reset Page Length’ is also used to reset the printer after printing pin feed labels (i.e., address, inventory, bar code0.

· Use shorter invoice format. This option, for DOT MATRIX printer only, reduces the amount of space needed to print text on invoices and work orders. This option insures that all information will print on one page. Selecting this option does not affect Pre-Printed invoices.

· Cash drawer open code: These are the ASCII codes that are sent to your cash drawer to allow it to be opened when printing an invoice. The normal ASCII code is ‘07’ (Bell). Depending on your cash drawer, you may need to send from one to five open codes. If you are not sure as to how many open codes are needed, start with one and print an invoice. Keep adding open codes and printing an invoice until your cash drawer opens.

· Cash drawer port: When using a cash drawer, you must enter the communications port on your computer that it will be connected to. i.e. LPT1, LPT2, COM1, COM2.

Invoicing Tab: Printed invoice options.

· Print Locations - Select to print locations on the invoice.

· Print MFG Codes - Select to print manufacturer codes on the invoice.

· Print Company Name - Select to print Company name on invoice. The default is selected. Turn this option off if using preprinted invoices.

· Use Preprinted Invoices - Select to use preprinted invoices.

· Print Customer Phone Number – Select to allow printing the Customers’ phone number on the invoice.

· Discount Printing Options - When discounts are applied to an invoice:

Þ Always Print List Price - Whenever a customer is given a sales discount, the List price will be printed on the invoice.

Þ Never Print List Price - List price is never printed on an invoice.

Þ Ask Every Time - When a customer is given a sales discount, ask if the List price is to be printed on an invoice.

· Invoice Message - Message to print in the body of the invoice. Text entered here will print on the invoice.

· Quote Message - Message to print in the body of a Quote. Any text entered here will print on the Quotation.

· Disclaimer Message - Message to print at bottom of invoice. Any text entered here will print on the invoice.

Work Orders Tab: Printed invoice options

· Print Locations - Select to print locations on the invoice.

· Print MFG Codes - Select to print manufacturer codes on the invoice.

· Expand Labor Codes - If a Labor Code has a Bill of Material, selecting this will print all items of the Bill of Material on the invoice.

· Print Company Name - Select to print Company name on invoice. Turn this option off if using preprinted invoices.

· Use Preprinted Invoices - Select to use preprinted invoices.

· Print Customer Phone Number – Select to allow printing the Customers’ phone number on the invoice.

· Discount Printing Options- When discounts are applied to an invoice:

Þ Always Print List Price - Whenever a customer is given a sales discount, the List price will be printed on the invoice.

Þ Never Print List Price - List price is never printed on an invoice.

Þ Ask Every Time - When a customer is given a sales discount, ask if the List price is to be printed on an invoice.

· Don’t Print Prices of Warranty Parts - Select to print warranty prices on Work Orders.

· Clear Tag Number When Order Is Complete - If you would like tag numbers cleared from each work order when complete, select this option. This allows the tag numbers to be reused.

· Internal Customer ID - This is the ID used to enter your own company name as the customer for internal work orders. This will be used to accumulate costs from Work Orders for new Whole Goods or costs associated with used Whole Goods.

· WO Lead Days – The default number of days it takes for a work order TO BE COMPLETED. This value is added to the WO created date to determine the approximate due date when a work order is scheduled to be completed.

· Print Work Order When Header Is Finished - Enable this option to print a Work Order every time the Work Order header is completed. This can be over-ridden when each Work Order header is completed.

· Edit Detail Data When Header Is Finished - Enable this option to go directly into the detail section of the Work Order. This can be over-ridden when each Work Order header is completed.

· Invoice Message - Message to print in the body of the invoice. Text entered here will print on the invoice.

· Estimate Message - Message to print on the invoice if it is a Quote. Any text entered here will print on the Quotation.

· Disclaimer Message - Message to print at bottom of invoice. Any text entered here will print on the invoice.

· Next Step - These options let you complete the selected events when you <Right Click> your mouse button on the ‘Next Step’ button in Work Order and change the status. (<Left Click> on your mouse button changes the order status and performs NONE of the selected options). When you first start a Work Order, it defaults to ‘Pending’. The ‘Next Step’ would be ‘Open’, then ‘Done’, and finally ‘Complete’.

Chart of Accounts: Step 2

Click on Setup, then the {General Setup} button, then the {Accounting} and select ‘Chart of Accounts’. If you are using any of the Accounting package, it is best to make changes to the Chart of Accounts now. Pathfinder Computers Systems, Inc. only provides a basic set of accounts, which may or may not be suitable for your business. These accounts will primarily be used in the Manufacturer, Inventory and Labor Codes setup. As noted in the previous step, Step 1, they are also used as defaults for the system. Be careful in changing any accounts that may affect your defaults.

Vendors: Step 3

From the Main Menu, click on Inventory. Under the Data Maintenance section, click on Vendor. Vendors are used to identify from whom the Manufacturers’ parts are purchased. Purchasing uses the Vendor to build purchases orders. In many cases, the Vendor will also be the Manufacturer. In other cases the Vendor may be a distributor where parts are purchased for different manufacturers.

Manufacturers: Step 4

From the Main Menu, click on Inventory. Under the Data Maintenance section, click on Manufacturers. Manufacturer codes (two to four letters) uniquely identify a manufacturer. All parts are identified by both manufacturer code and part number, so that there is no conflict between two manufacturers using the same part number. While it is not required to do so, it is STRONGLY recommended to use the Mfg. codes from the list provided at the end of this manual. (If you don’t and you use a Graphical Parts Lookup program, like Part Smart, you will have to change the TRANSLATION codes. See the section on Graphical Parts Lookup for TRANSLATION codes.)

Price files are installed in a different folder than the pcs Odyssey program and data files. This folder is called SYSCCA.

The ‘Pricefile’ field allows for one price file to be used for multiple manufacturer codes.

Examples:

You want to track parts and Whole Goods for the same manufacturer separately. So, you enter ‘CC’ (for Cub Cadet parts) for one Mfg. code and ‘CCW’ (for Cub Cadet Whole Goods) for the other Mfg. code but use the same price file for both.

You have used parts and new parts for a manufacturer, and want the used parts to be 60% lower than new parts. Enter ‘NH’ (New Holland) as the Mfg. code for the new parts and ‘NHU’ (New Holland Used) as the Mfg. code for the used parts. Now the markups can be set separately and the same price file used.

Inventory: Step 5

From the Main Menu, click on Inventory. Under the Data Maintenance section, click on Inventory. Inventory must be entered one item at a time, either manually or by using any Manufacturers price files that may be installed. Having price files installed does NOT mean that inventory items are automatically present.

Select {Inventory} from the Data Maintenance section of the Inventory module. Click on the ‘Add’ button and use one or a combination of the following procedures.

1) Enter the information required on each field and press the <Tab> key to complete the field and move to the next field. The mouse may also be used to change fields.

2) Click on the ‘Search & Fill from price file’ button. This will bring up a ‘Manufacturer Price Files’ screen. Select the appropriate manufacturer, click on the desired part, then click on ‘Select’. The part number, description, manufacturer, vendor and pricing will be displayed in the appropriate fields. Complete filling in the remainder of the screen.

3) To stay in a constant ‘ADD’ mode, click on the ‘Options’ button and click on ‘AutoAdd’. This causes the Inventory entry screen to continuously reappear after adding an item into inventory. This helps speed up the inventory entry process. NOTE: The lock icon, located next to the Manufacturer, Vendor and part number, of this screen will allow retention of the Mfg code and Vendor after each save. To enable this feature, click on the lock and the icon will display a locked icon. If you do not want to reuse the same Mfg code and vendor, then click on the lock icon to display it as unlocked.

4) Enter the Manufacturer code, press the <Tab> key. Select the desired vendor and press the <Tab> key. Type in the part number. If the part number is found in the price file, the ‘Fill/Refill with this part’ button is available. If the button is grayed out, the part was not found in the price file. If the ‘Fill/Refill’ button is available, click on it and the description, pricing and other information will be displayed in the appropriate fields. As long as the part number is complete and correct, this can be the fastest way of entering parts. Complete filling in the remainder of the screen by adding the quantity and bin location.

5) Parts may also be entered directly from the manufacturer’s price file. Select the desired manufacturer and vendor. Select “Search & Fill from Price File” and the manufacturer’s price file is opened. Select the part number you wish to add and all of the appropriate information is added to the inventory record. Complete by filling in the quantity on hand and location.

To change ON HAND quantity, highlight the part to change and click on the ‘Modify Stock’ button.

Customers: Step 6

Entering customers can be achieved in Customer Invoicing, Rental or Work Orders. Select {Customers} from the Data Maintenance section. Click on ‘Add’ and enter all necessary information. You can use the ‘Customer ID’ displayed or assign your own. If you enter a duplicate ID, an alert will be displayed. If phone numbers are used for Ids’, these can be changed if a customer changes his/her phone number and not upset anything.

Each customer can have their own unique group of ‘Ship to’ names and address (Customer Invoicing only). Click on ‘Edit Customers Ship-To Database’ and a Browse Table will be displayed. Add, Change or Remove as necessary.

Work Orders: Step 7

If you are using Work Orders, review the {Symptom Codes}, {Payment Codes}, {Labor Codes} and {Warranty Providers} under the Data Maintenance section. Most of these have default codes entered, but they may not be appropriate for your use.

HOW TAXES WORK

When you first receive pcs Odyssey, there are two predefined tax codes. Tax codes are used because they tend to be easier to remember, especially if you have many taxing agencies. Once you establish a tax code, a rate can be entered with an effective date. The effective date will NOT be used with the first tax rate you enter as it is assumed to be now or the current tax. New tax rates and effective dates can be entered when new tax rate changes are required.

The first tax code in the database is “NO”. This is used for Non taxable sales and has no tax rate. This code CANNOT be changed or removed.

The second tax code is “ST”, for State Sales Tax. This is the code you will change the tax rate to match the tax code of your state. Note: Once a tax code has been used on an invoice, it can no longer be removed from this list.

If you have a County, City or some other tax that is charged separately, but at the time of sale, those can also be accommodated.  Just be sure to add any tax codes you need to the tax code file by following the instructions in the {Help}.  We’ll show you later how multiple tax codes are used on an invoice.

The first step in the pcs Odyssey tax hierarchy is to establish your tax code and rates, as previously described.

pcs Odyssey uses a simple and straightforward method of applying taxes to invoices. This is accomplished by setting a default tax code in the Setup section of pcs Odyssey. This tax will be used in sales when creating an Invoice, Work Order or Rental ticket without the need of making any other changes. We will cover specific examples of how to set up unique tax situations later in this document.

Even though pcs Odyssey provides many places to ADD over-ride taxes, unless it is absolutely necessary to do so, no other taxes need to be entered other than in this section.

Up to three tax codes may be entered and will be applied to an invoice. Please NOTE:, the “NO” tax code can only be used under the Default Tax 1 field. If it is entered in any other field, it will be ignored.

You will also note just to the right, the section that says “Misc Charge Defaults”. Well, when you are working on an invoice (Work Order or Rental, all the same), you can select Misc Charges. If your state requires any of these charges to be taxed, then you must check the “Taxable” box. Do this for the first four tabs. Now that they are set as “Taxable”, left click on the {OK} button.

Now that the default tax codes have been established for basic sales, other tax handling techniques and options will be discussed.

Before we get into how the tax code works on the invoice, we are going to look at specific areas where charging tax can be turned on or off and setting new tax codes. The first one will be Customers.

The first place we will check out is the customer screen. To get there, left click on the large Customer Invoicing button at the left of the screen. Now, left click on Customers under the data maintenance section. You will be presented with a list of customers. You have added customers, haven’t you? If not please do so now.

From the list, highlight a customer and left click on the {Change} button. You will see a screen similar to the following:

The circled box indicates the area where override taxes can be entered. Tax Codes 1 – 3 are used the same as those in the Setup section of the program.

The “Tax Exempt Number” is simply used to store the customers Exempt Number. Nothing else is done with it.

The “Always Use These Taxes?” check box is unique. When this box is checked, it tells pcs Odyssey that no matter what the tax code is, to override them with the tax code entered here.

For example; most farmers in many states are considered Non-taxable for 95% of the items they buy. However, there are some items that are taxable and they must pay the tax for them (there is a tax override in inventory which we will discuss later). So, under Tax Code 1, you would use the tax code “NO” and leave the “Always Use These Taxes?” blank.

Another example; if you deal any with local or state agencies, they are NOT subject to any tax. That means they don’t fit in the example above. With them, you will enter under Tax Code 1 the “NO” tax, but this time, you WILL check the “Always Use These Taxes”. Other than a manual override when invoicing, this is the top-level tax control.

Now, let’s move on to inventory.

To get to inventory, left click on the large Inventory button on the left.

The reason we are here is because there may be instances where you want a specific inventory item either to be always taxable or use a different tax. So, what we are going to do is to show you how to set up an inventory item with an override tax.

Now, left click on Inventory under the data maintenance section. You will be presented with a list of inventory. Highlight any item and left click on the {Change} button. When the “Maintain Inventory Part” screen is displayed, go to the bottom of the screen and left click on the {Options} button. Your screen will now look similar to the following.

Left click on the first option, Override customer taxes… , and the next screen will look similar to the following;

The rules for entering tax codes in this section are the same as previously described. Click on the {OK} button and the changes will be saved. NOTE: Just remember, the only time this tax code can be overridden, is at the time the inventory item is sold, either manually or when the customer tax code has the “Always Use These Taxes” flag turn on.

The next area we will look at will be Labor Codes in Work Order. Left click on the large Work Order button at the left of the screen. Now, left click on the sixth button down entitled Labor Codes. Highlight any item and left click on the {Change} button. You will get the following screen:

By default, Labor Codes are NOT taxable. You will note in the preceding example, the circled section on the right, the “NO” in the tax code field (these fields are disabled at this point).

If your local taxing agency requires you to charge tax on labor, then check the box next to the Labor Code that says “Taxable?”. Now the tax code box on the right hand side will be enabled. This will provide you an opportunity to enter a tax code that is different than your pcs Odyssey system default code. Some states charge a different tax on labor than they do on products.

Now then, let’s close out the Labor Codes and go back to the Work Order menu. The next button down, Warranty Providers. Left click on the button and when the “Browse the Warranty Provider file” window appears, left click on the {Add} button. You will see a screen similar to this:

Warranty Providers are considered Non Taxable and by default, are treated as such in pcs Odyssey. While it is a rarity for a Warranty Provider to be charged tax, we do provide the means for taxing a Warranty Provider. Entering the tax codes here follow the same rules as previously described.

OK, we are done with Work Order, so on to Rental.

Left click on the large Rental button at the left of the screen. Now, left click on the sixth button down entitled Rental Inventory. Highlight any item and left click on the {Change} button. When the “Update Rental Inventory” screen is displayed, go to the bottom of the screen and left click on the {Override Taxes} button. Your screen will now look similar to the following.

You will note that this screen looks just like the Tax Override screen in regular inventory. It works just the same as well.

Let’s close out all the screens until we are back to the main pcs Odyssey menu. Now we move on to the meat of the whole thing. Invoicing.

We are going to cover only Invoicing, as what we will cover will pertain to Work Orders as well as Rental.

Left click on the large Customer Invoicing button at the left of the screen. Now left click on “Add Invoice”. We will start off with a ‘Cash’ invoice. How do we know that? By not entering a customer. A cash invoice will use the system default tax code.

Let’s add a part by left clicking on {Add Part}. We’re going to use part number 12 017 01, keep the quantity of 1, then cleft click on the {OK} button.

As you can see from the following screen shot, 6% tax has been added to the invoice.

NOTE: All tax calculations are per entry, not per the invoice. Depending on the rounding, this will occasionally cause confusion if a person tries to calculate the tax based on the invoice. Since each item has the ability to be individually taxed with a different tax rate, this method MUST be used. Additionally, it is legal and is the preferred method by all 50 US States and the Provinces of Canada.

Now, we’ll add another part, except we’ll do a tax override. Again, left clicking on {Add Part}. This time we will use part 12 041 01. Instead of left clicking on the {OK} button, THIS TIME we will left click on the {Chg Tax} button at the bottom of the screen. Left click on the “Override Default Taxes” flag and the current tax is displayed. Press the <Tab> key and the tax code under the {Tax Code 1} field will be highlighted. Type in NO and press the <Tab> key again.

Now, left click on the {< Back} button, then left click on the {OK} button.

You will note that the part 12 041 01 now shows “Override” under the “Tax” column and that the invoice tax rate has not changed. Since the part is highlighted, you will also note in the lower left of the screen that the item as shown being Non-taxable. All tax codes for any highlighted item will be displayed there.

We are going to “Cancel” this order, so left click on “Cancel Order” and answer “Yes, I’m sure”.

Left click on “Add Invoice” and this time we are going to select a customer. Using our example data base, we’re going to select the customer Barton, Jarod, except we’re going to change his tax status to NO, Non-taxable. As previously described, we’ll highlight his name then left click on the “Change” button. Then left click on the {Tax Code 1} field and back space out the ST tax code. Now, let’s type in NO, and left click on the {OK} button. From the “Browse Customers” screen, left click on the {Select} button.

We’re going to use the same two part numbers that we previously used and add them to the invoice. This time we are going to do something different. Left click on the {Options} button at the bottom of the screen, then left click on {Miscellaneous Charges}. You will have a screen similar to the following displayed:

You will notice the circled area. The tax code is ST. If you remember earlier, in the Setup section, we set all Miscellaneous Charges to be taxable. In the case of this invoice, the customer is Non Taxable but the state requires that Misc. charges like these to be taxable. Left click on the “OK” button.

As you can see, the totals section now includes the Shipping charges with tax charged.

On to another example invoice. Let’s “Cancel” this order, so left click on “Cancel Order” and answer “Yes, I’m sure”.

Left click on “Add Invoice” and this time we are going to select a different customer. Again using our example database, we’re going to select customer Laplink, Larry. You’ll notice that the invoice defaulted to the system-defined tax of ST. Again, we’ll add the same two parts that we have previously used. We’ll also add the same Miscellaneous Charge that we previously used.

This time we’re going to add a twist to it. Left click on the {Options} button at the bottom of the screen, then left click on {Modify Tax Rates}. You will have a screen similar to the following displayed:

As you can see, the current ST tax code is displayed. What we are going to do is to change the ST code to NO and make the entire invoice Non-taxable. Once the change is made, click on the {OK} button and view the results.

Let’s do one more invoice and as mentioned earlier, it will be using multiple taxes. We’ll “Cancel” this order, so left click on “Cancel Order” and answer “Yes, I’m sure”.

Left click on “Add Invoice” and this time we are going to select a different customer. Again using our example database, we’re going to select System, Patrick, who has two tax codes assigned. You’ll notice that the invoice defaulted to the customer tax of ST and CO. Again, we’ll add the same two parts that we have previously used.

As you can see from the following, both taxes are added to the totals box.

Now that you have a good understanding of the use and implementation of tax codes in pcs Odyssey, you should be able to understand the few other areas we did not cover.

The final issue that we will cover is the Sales Tax Report.

Left click on the large General Reports button at the lower left of the screen. Now left click on “Sales Tax”.

You will be presented with a screen asking for the month and year that the tax report is to report on. Enter the month, 1 through 12 and the current year. Left click on the “GO” button and processing will start. The report could take a bit of time as each entry from the various invoices is checked and calculated.

The following describes the results of you tax report.

NOTE: Remember. You cannot just multiply the Taxable Amount by the tax rate and get the Tax Liability. The Tax Liability will NOT match. This is NOT a totals based but an item by item tax amount.

A. The ?? Deleted tax code line accumulates any information that has a lost code or a valid tax code cannot be found. This is the result of deleting a tax code that has been previously used, lost or bad data, computer lock ups, unusual program errors or power outages.

B. Invoices that were set as non-taxable are accumulated here. This total may include shipping charges, any Work order delivery charges, or any other items flagged as non-taxable.

C. This is the total amount of the TAXABLE items plus the tax amount for this tax code.

D. This is the Year to Date and Month to Date total sales, including taxes.

E. This is the Year to Date and Month to Date total sales, excluding taxes.

F. This is the amount that the tax liability is based on. This is for each tax code.

G. This is the actual amount of the tax collected, straight from the invoice. Right or wrong, it came from the invoice! We do not recalculate this figure as it is the amount that goes to Accounts Receivable and eventually to the General Ledger. The YTD and MTD amounts are what are owed to the government agencies.

REMOVAL OF FOLDER \SYSCCA

UNDER NO CIRCUMSTANCES is the \SYSCCA folder to be removed.

Pathfinder Computer Systems, Inc. will provide the necessary software to remove any inappropriate information from that folder. Valuable information will be lost if this folder is removed.

Price files are located in the \SYSCCA folder as well as the Super Cross program and cross-references.

SPECIAL IMPORT/EXPORT INFORMATION FOR STANPAK CUSTOMERS

OVERVIEW

The Odyssey Repair Shop Module is a freestanding PC or PC Network system that supports all of the operational functions of your repair shop. It is integrated with STANPAK to provide the ability to upload finished Work Orders from Odyssey into STANPAK as orders to be Invoiced and Posted. This allows both systems to use one Invoicing, Accounts Receivable and Credit system.

To support these functions, STANPAK has provided for the downloading of Customers, selected Items, and data on the sale of equipment with their serial numbers and warranty dates.

Support for Odyssey, including Import of STANPAK data and Export of finished orders to STANPAK is supported by Pathfinder Computer Systems, Inc.

The transfer of this data prior to Import, and after Export is supported by STANPAK Systems, Inc. The programs PATHIN and PATHOUT are part of STANPAK and are supported by STANPAK Systems, Inc.

STANPAK DATA IMPORT

The data import process allows users to move information on Customers, Selected Inventory Items and Purchased Items with Serial Numbers into the Odyssey database. These files should be updated on a regular basis to insure that the inventory counts and pricing of Inventory Items is synchronized between Odyssey and STANPAK. Purchased Items and Customers should be updated to assure new equipment sales and new customers are added to the Odyssey databases.

Before starting the Import process in Odyssey (first time), follow the Odyssey/STANPAK Interface Manual instructions: “Importing Data into Odyssey - Create the Files” to create the files; PATHS.DAT, PATHC.DAT and PATHI.DAT in the ODY folder.

NOTE: The STANPAK category code for parts that will be sent to the PCS Odyssey program should be a contiguous group.

After completing the above step (first time only) verify the file creation. Click Windows: Start > Programs > Windows Explorer. Find the drive that has the ODY folder (this is where Odyssey is located) and open the ODY folder. The files created by the STANPAK export (any or all: PATHS.DAT, PATHC.DAT or PATHI.DAT ) should be in this folder.

If they are not here, the Odyssey import will not work. After verification, exit Windows Explorer and start pcs Odyssey.

During the first import, each STANPAK vendor name is converted to a 3 or 4 character manufacturer codes in Odyssey. For example: The code for M&M Vac Parts is M&M. This code will appear on the “Add a Manufact Record” and cannot be changed.

Before starting the import, decide which STANPAK vendors (pcs Odyssey manufacturers) will be used in your repair shop business and set the STANPAK import filter accordingly.

Choose one of the following options.

A) The Odyssey vendor field on “Adding a Manufact Record” is a drop down menu. Make sure you have a default vendor, “Miscellaneous” (click: Inventory > Vendors) in your vendor list. Use this default during your first import. You can change the selected vendor at a later date.

B) Set up your vendor list first, click: Inventory > Vendors. During your first import use the newly added vendors from the drop down menu. You can change the selected vendor at a later date.

What happens during import? Based on the files found, the following is done:

PATHI.DAT - This file is for parts inventory. See STANPAK export documentation for part filters. The parts are added to the pcs Odyssey inventory. If the inventory item already exists, ONLY On Hand quantity, resale and cost are updated. If the Manufacturer is not found, a pop up window is displayed asking for the correct manufacturer to be selected or added to the database. On Hand quantity is updated (See previous documentation on Manufacturer codes and Vendors).

PATHC.DAT - This is the customer information. When the data is read in by pcs Odyssey, two customer numbers will be looked for. A current customer number and an old customer number. If an old number is found, it indicates that a customer number has been changed. pcs Odyssey will get the customer information based on the old number and update the customer record with the current number. If the customer is not found in the pcs Odyssey database, it will be added.

PATHS.DAT - This is the serialized inventory that has been purchased by your customers. We also refer to it as a Whole Good. These are matched to the inventory item number and customer number. If the serial item is NOT found in the pcs Odyssey database, it will be added.

NOTE: The procedure outlined below is for a first time setup. A normal import (update) won’t require any input and should only take a few minutes. To keep your inventory and customer files in sync with STANPAK the import should be run routinely with exclusive access to the Odyssey system.

Click: File (upper left corner of screen) > Import from STANPAK

NOTE: “Mfg’s. Found” will count through all the STANPAK vendors.

Click: NEXT - The inventory import screen (below) will start counting converted records for each manufacturer setup in Odyssey.

NOTE: The process will stop if a manufacturer is not setup. The “Add a Manufact Record” screen (below) will appear and prompt for a Name and Vendor (who you buy from, which could be the same as your vendor) to continue. NOTE: The manufacturer code cannot be changed.

Example:

NOTE: You may choose to enter M&M Vac Parts for the Name and M & M for the Vendor (who you buy from). Both Name and Vendor are required before clicking OK.

Code	The code used to identify this manufacturer. This code cannot be changed.
Price File	Select the appropriate manufacturer's price file to use with this manufacturer. If a price file has been installed, change the default of Not Installed to the appropriate manufacturer's price file. The button to the right will open a browse box listing all manufacturers' price files that have been correctly installed.
Name	The manufacturer's full name or the name of the price file associated with this manufacturer. may be the same as the vendor.
Vendor	The vendor from whom this manufacturer's product is purchased. To view a list of existing vendors, click on the button to the right of this field.

NOTE: The remaining screen input listed below and page 4, does not need to be changed during import.

Normal Reorder Method:

Maintain Level (default)	Reorder item to keep inventory at a specific quantity.
Reorder Point	Reorder a specified amount of this item, once the inventory level drops to a specific quantity.

Currency Name	The name of the currency that will be used to purchase this Manufacturer's inventory items. The default is blank, which is U.S. dollars. If an entry is made in this field, the next field is activated. 1 Local Dollar = The currency conversion rate is entered here. The value of the new currency as compared to one (1) local dollar is entered here.
Last price file update run on	This date indicates the last time that inventory items were updated using this manufacturer's price file.
Price Method	This box is selected to setup selling price options for this manufacturer.
Cost Method	This box is selected to setup a cost structure for this manufacturer.

Normal Inventory Status - Parts that are added to the inventory database for this manufacturer will default to this status.

Active	A part that is used/stocked on a regular basis.
Inactive	A part not normally used or stocked.
Nonstocked	A part that is used but not normally kept on hand.

Normally Taxable?	If inventory from this manufacturer is normally taxable, click within the box to the left. Tax rates for individual inventory items can be overridden in the Invoice Detail screen.
Normal Lead Time	The most common number of days required to receive inventory for this manufacturer from the vendor.
Normal unit of measure	This can be any unit pre-defined in the unit of measure file. Click on the button to the right to view a browse box listing all current units of measure or to add another.
Default Class	The class of inventory items that will normally be associated with this manufacturer. The button to the right activates a browse box of your current inventory classes.

Default Accounts - The General Ledger account numbers are set up for regular sales/purchases of these inventory items, as well as for Rental module sales/purchases. This information is for Odyssey internal use and has no effect on STANPAK.

Asset	This is the General Ledger Asset account number used for inventory (and Rental if installed) values of this item.
Revenue	The General Ledger Revenue account for income from sales (and Rental if installed) of this item.
Expense	The General Ledger Cost of goods or Expense account number for purchases (and Rental if installed) of this item.
Overdue Rental	The General Ledger Revenue account for income from overdue rental charges (if Rental installed).

NOTE: The pcs Odyssey program will begin importing customer (C) and serial item (S) records after the inventory has been completed.

OVERVIEW

The Interface allows completed Work Orders to be exported into STANPAK to be converted into Orders for Invoicing. Orders are created from the import files using the same process used to take orders from the Sales/FORCE Notebooks. Because all invoicing is done on STANPAK, Odyssey can be used without creating a second accounts receivable system. Repair Items appearing on these orders that do not exist in the STANPAK database will be treated as Non-Stock Items. Items that do exist in STANPAK will be treated in the normal way, and these items will be committed by the order process and inventory counts reduced by the invoicing process.

Should an order be in process for a customer whose number has been changed, the order will be transferred successfully and assigned a default customer number ZZZZZZ. An error message will inform the user that this order must be re-assigned to the correct customer number using the STANPAK Order Maintenance Program OM.

To export a completed invoice from pcs Odyssey to STANPAK:

Before starting the Export process in pcs Odyssey (first time), follow the Odyssey/STANPAK Interface Manual Instructions: “Preparing for the First Upload” to create the files; FO6 and FO6H.

When you are ready to export from pcs Odyssey click: File (top left of screen) > Export to

STANPAK. The following screen will be displayed.

Last Export	The date and time of the last file export to the STANPAK system are noted in this field
OK	Begin exporting data to STANPAK
Settings	Click on this option to set the path to export the data files. This must be done before the export process can begin.

To add or change the export settings (First time only).

Click: File (top left of screen) > Export to STANPAK > Settings

Export Path	This is the directory or folder where the exported data files will be placed. The button to the right of the field is a directory browser (Directory - C:\ODY)
Branch Identifier	If you do not have a branch identifier leave it blank.
Order Type	Inventory Order (I) the default, Direct Ship (D), Billing Only (B), Store Order (S) NOTE: You can override the default setting on a single Invoice, Work Order or Rental from the order detail screen by clicking: Options > Stanpak Order Type
OK	Save information and return to previous screen.

NOTE: When you click OK on the previous you will begin to export data to STANPAK. If export data files already exist, a window will be displayed asking if the files are to be “Overwritten” or “Appended” to. There may be cases when a last minute invoice needs to be added to the transaction list in order to be processed in the same day. The “Append” option will be used for this.

pcs Odyssey will begin scanning its database for completed orders. The information will be placed into two files. One is called FO6 (detail information is placed here) and FO6H (header information is placed here). Information such as order number, customer name and number, part number, part description, quantity, sale price, and cost. Rental invoices with a zero dollar value are not exported.

What does STANPAK do with the information? If the exported customer is found in the STANPAK system a STANPAK order will be created. If the customer is not found, the customer “ZZZZZZ” will be used. This indicates you will have to add a customer to STANPAK and create a special order. If the inventory item is found in the STANPAK system that item will be placed on the STANPAK order. If the inventory item is NOT found in the STANPAK system, a special order part will be used to place the item on the order.

40 COLUMN TICKET PRINTER SETUP

Presently, pcs Odyssey ONLY provides support for the Star Micronics line of 40 column TEXT printers. If you have any other type of 40-column ticket printer, contact Pathfinder Computer Systems, Inc. for possible inclusion.

If you have a Star Micronics ticket printer supplied by Pathfinder Computer Systems, Inc., then you will need to install the Setup disk supplied with the printer

If you DO NOT have a Star Micronics ticket printer supplied by Pathfinder Computer Systems, Inc., drivers for the SP2xx series printer are provided under the \ODY\DRIVERS\STAR folder. There are NO GUARANTEES that these drivers will work for your Star printer.

FOR PARALLEL PRINTERS ONLY. Before you begin you must find out what kind of printer port is installed in your computer. Most computers built from mid 1998 and earlier used ‘Standard’ or ‘Bi-directional’ printer ports. From late 1998 to present, computers offer an elaborate array of printer port configurations in order to get maximum efficiency from scanners, external drives and ‘Smart’ printers. It is usually necessary for you to go into your computers BIOS to find this information (your printer port configuration can be changed) and may need to obtain assistance from your local computer man. The following lists what printer driver can be used with a particular printer configuration:

Driver Printer Configuration

SP212(Receipt) Bi-directional

Normal

EPP

EPP1.7 + SPP

EPP1.9 + SPP

SP212(Ticket) ECP

DO NOT USE ECP + EPP1.9

ECP + EPP1.7

SPP

What happens if the wrong driver or printer configuration is used? When printing from pcs Odyssey the ticket printer will print one line every eight inches or prints nothing.

The following are the instructions for adding the print driver AS A LOCAL PRINTER under Win 95/98/ME/NT/2000/XP: (Serial or Parallel)

NOTE: There is additional information listed below for sharing the 40 Column Ticket Printer across a network using Windows XP.

A) Click on the ‘Start’ button.

B) Place the arrow over the ‘Settings’ option and when the next window displays, click on ‘Printers’.

C) When the ‘Printers’ window is displayed, double click on the ‘Add Printer’ icon.

D) When the ‘Wizard’ window is displayed, click on ‘Next’.

E) Make sure the ‘Local printer’ option is selected then click on ‘Next’.

F) The next ‘Wizard’ window will display a list of Manufacturers and Printers. Click on the ‘Have Disk’ button.

G) From the ‘Install From Disk’ window, click on the ‘Browse’ button.

H) If pcs Odyssey is located on a computer other than the computer you are working on, go down to the ‘Drives’ option and locate the network drive that the pcs Odyssey software is installed. If you do not have the drive mapped or do not know the drive, ‘Cancel’ this operation, find out and start the installation over again.

I) Now, find the folder ‘Ody’ and double click on the folder.

J) You will now see displayed multiple folders under the ‘Ody’ folder. If you see only the 'STAR' folder, then double click on the ‘STAR’ folder. If you see only the 'DRIVERS' folder then double click on the ‘DRIVERS’ folder, then double click on the ‘STAR’ folder.

K) You will have multiple operating system folders displayed. If you are running Windows XP on this computer, then double click on the Win2k-XP folder. For Windows 95, select the Win95 folder. For Windows 98 or ME, select the Win9x-ME folder. For Windows NT, select the WinNT folder.

L) You will see displayed under the ‘File name’ display “SP200.inf”. Click on ‘OK’.

M) The ‘Install From Disk’ window will now display under the ‘Copy manufacturer’s files from:’ box the following: {drive}:\ody\drivers\star. Click on ‘OK’.

N) From the ‘Add Printer Wizard’ window, find the SP212(TearBar) printer and click on it.

O) Click on ‘Next’ and the ‘Available ports:’ will be displayed. Click on the printer port that the printer will be attached to (usually COM2 for serial or LPT1 for parallel) and click on ‘Next’.

P) Now decide if this is going to be the default printer for this computer. Select ‘Yes’ or ‘No’ and click on ‘Next’.

Q) Leave the ‘Print test page’ option selected and click on ‘Finish’. (You may be asked to insert your Windows CD in the CD-ROM drive.)

R) If all of the text on the printed sheet is readable, windows recognized your installation.

S) The following is for a Serial Printer: Right click on the printer just installed and click on ‘Properties’.

T) When the ‘Properties’ box is displayed, click on the ‘Details’ tab, then click on the ‘Port Settings’ button toward the bottom right.

U) Now go down to the ‘Flow Control’ option and make sure this is set to ‘Hardware’. Then click on ‘OK’. If the ‘Apply’ button is available, click on it, then click on ‘OK’.

Additional Windows XP instructions for sharing the 40 Column Ticket Printer across the network:

A.) Preparing the 40 Column Printer to be shared:

NOTE: This is to be performed on the Server only.

1.) From the Printers and Faxes Dialog right-click and select ‘Properties’, with the mouse, on the local Star Printer installed using the ‘Local Printer Installation Instructions.’

2.) Under the Properties Window go to the ‘Sharing’ tab.

3.) Select ‘Share this Printer’ and then enter a ‘Share Name.’ Choose a name that is descriptive, short and easy to remember.

4.) Write the ‘Share Name’ down, because you will need it when setting up the Workstation.

5.) After setting up the printer to share, click the ‘OK’ button.

6.) From the ‘Start’ Menu, right-click on the ‘My Computer’ icon, and select ‘Properties.’

7.) In the ‘System Properties’ window click on the ‘Computer Name’ tab, and write down the name listed as ‘Full computer name.’

8.) Click ‘OK’ to close the ‘System Properties’ window.

B.) Connecting to the Shared Printer from a XP workstation:

1.) From the Printer and Faxes Dialog select the task ‘Add a Printer.’

2.) In the ‘Add Printer Wizard’ click ‘Next’ to get to the ‘Local or Network Printer’, screen.

3.) Choose ‘Local Printer’, and make sure that ‘Automatically detect and install my Plug and Play printer’ is unchecked and click ‘Next.’

4.) Select ‘Create a new port’ in the ‘Select a Printer Port’ window, then select ‘Local Port’ from the Drop-Down box. Click ‘Next.’

5.) You will be prompted to enter a ‘Port Name’ the name will be constructed from the information collected above in Step A.

6.) Enter the name as follows: \\”Full Computer Name”\”Share Name”

a. For example, if the Computer’s name is SERVER and the printer share name is STAR then the ‘Port Name’ will be \\SERVER\STAR

7.) Click ‘OK’ to get to the next screen. This will take you to Step F in the standard installation for Local 40 Column Printer

GRAPHICAL PARTS LOOKUP INTERFACE

i.e. PartSmart

Setting up PartSmart for Windows (PSW) - by ARI Network Services Inc.

Before trying to run PartSmart, make sure you setup and run pcs Odyssey on each computer that is to use PartSmart. Certain information that is to be used for the integration must be created by the pcs Odyssey program.

pcs Odyssey provides a seamless integration to PartSmart (PSW). Seamless integration means that when inventory quantities are displayed for a part (in PSW), that is the current quantity on hand. When parts are posted, they are immediately placed in the open order review box. NOTE: PartSmart will ONLY read parts that are Active in the pcs Odyssey inventory.

If not previously done, install PSW for windows as described in their documentation.

Windows Program Items/Shortcuts - If it is desired to use a Shortcut to run PSW, the START IN folder MUST be set to the ([drive]\PARTS). A “Client not installed” error may be displayed if this is not set. A Virtual Drive may be used in place of a [drive] letter.

Configuring PSW (PartSmart) - To setup PSW for seamless integration with pcs Odyssey, the following will need to be set: Click on the PSW icon. When the main program screen displays, Click on Utilities, Click on Configure Part Smart, then enter [drive:]\ODY\PSI32.EXE in the BSV Link field. If you are setting this up for a network, use a virtual drive (or UNC) in place of the [drive] letter, i.e.

\\[your_server_name]\[drive]\ODY\PSI32.EXE. A real world example may look similar to the following:

Configuring PSW in pcs Odyssey- From the pcs Odyssey Main Menu select ‘Setup’, then select ‘GPL Interface Setup’. At this window click on ‘Add’. If the program name does not say ‘PartSmart’, then enter it. Make sure the ‘PartSmart’ button is selected under the ‘Program Type’.

The path: can be configured in two ways.

1) If you are on a network (even if you are not using it). Set up the UNC for the computer that PartSmart is installed on, i.e.\\[your-server-name]\[drive]\parts\psw.exe.

2) No Network at all. Enter the [drive]:\parts\psw.exe or you can use the button to browse for the parts folder and psw.exe program.

Click on ‘OK’ to complete.

Placing parts on an invoice selected in PSW

pcs Odyssey will call PSW from Customer Invoicing, Work Orders (Optional package) and Rental (Optional package), commonly called the Invoice. When parts are being added to an Invoice, click on the ‘Options’ button at the bottom of the Invoice screen. From the displayed menu, select ‘See diagrams (GPL)’, which will display a table showing any installed parts lookup programs. NOTE: GPL stands for Graphical Parts Lookup.

NOTE: A Virtual Drive may be used instead of a [drive] letter and is recommended for all computers on a network.

Extremely important: Do NOT have the selected GPL running the first time it is used from within pcs Odyssey. If you do, errors may occur. After pcs Odyssey has used the GPL the first time, the GPL can be running.

Select ‘Model Inquiry’ then select the model you would like to view. Selecting ‘Look at Diagrams’ will display the parts diagram for the selected model.

Parts may be selected in two ways. First, highlight the part then right-click. Left-click on ‘Add to Transaction’. Select ‘Counter Sales Parts Lists’ and the part will appear on a transaction at the bottom of the screen. Repeat these steps until all the parts have bee added to the transaction.

You can also double-click on the part you wish to add. Select either ‘Add to Current SO’ to add the part to this transaction or ‘Add To A Transaction’ to add the part to a new transaction. Repeat these steps until all the parts have been added to the transaction.

When the transaction is complete, select Save to save the transaction for import at a later time. Select Post BSV will save the transaction and transfer all of the parts to the current pcs Odyssey invoice immediately.

There may be different variations to the previously described, depending where you are in the PSW and what version you have, but in general, it is a basic outline.

NOTE: If an error occurs while attempting to communicate between pcs Odyssey and the GPL, the GPL will display a message of ‘PartSmart is waiting for a response from the Business System’. PSW will time-out in 60 seconds if the error is unresolved. The error usually indicates that PSW has lost contact with pcs Odyssey.

When finished and no errors have occurred, you may exit the GPL or minimize it. On return to pcs Odyssey, a screen will show the parts selected in the GPL. If all of the parts shown are “OK” to use, click on ‘Finish’. If it is decided that one of the parts is not to be sent to the order, click off the ‘Ö’ next to the MFG code, then click ‘Finish’. Any part shown on the screen that is NOT found in inventory will be added from the MFG price file. NOTE: If a part selected is not in the MFG price file or the MFG price file is not installed in pcs Odyssey, the part will NOT be added to the order and will NOT be added to inventory.

The GPL may also be used to view the information on a part. When the GPL shows part information such as Price, MSRP, On Hand QTY, etc., it will get this information from pcs Odyssey. If a part has not been entered into Inventory, PartSmart will use the default information.

Translation codes:

What are translation codes? PartSmart uses their own Manufacturer codes for their parts lookup. We use our own Manufacturer codes for our system so we can identify which part belongs to what manufacturer. When parts are selected in the GPL, we need a way of identifying the manufacturer so we can check our inventory and match parts. For example: they use ‘CUB’ for their Cub Cadet code and we use ‘CC’. In essence, they reference each other.

If you do not use the codes we provide, then they will not match in the Translation table and you will need to modify them. The following will describe how to change a code. From the Main Menu, click on Setup, then the {GPL Translation Codes} button. The codes with their description will be displayed. Locate the manufacturer code to change. Click on the part to highlight it, then click on ‘Change’. The cursor will display ‘Their Code’ first. DO NOT CHANGE THIS. Press the <Tab> key to move to the next field, which is ‘Our Code’. Type in the manufacturer code you are using, then click on ‘Close’

OBTAINING SOFTWARE UPDATES

Update ONLY after you have run the pcs Odyssey program at least once.

Log on to the Pathfinder Computer Systems, Inc. web site at www.pathfindercs.com.

Once the Pathfinder home page is displayed, click on the ‘Updates’ button.

The page will display ‘SOFTWARE UPDATES THAT ARE AVAILABLE’.

To View the changes to the latest build before download, move down under the label ‘Download Description’ and click on the 'what was changed'. The current version is also displayed.

To Download the current software build, move down under the label 'Download Below' and click on the 'Vx.0 Build xxx'. Depending on the browser you are using, you will get some kind of display about saving to disk or downloading into a folder. Select this option then find the \ODY folder from the 'Save In' or 'Look In' box and download the update there. The file will be called ODYUPD (The extension of .EXE may or may not be displayed).

Once the update has been downloaded, close out your browser and click on the Start button. Then select the Run… option. At the Open: prompt, type <your drive>:\ODY\ODYUPD then click on ‘OK’. Follow the instructions as they appear.

It is STRONGLY recommended that you check our website at least monthly to update your pcs Odyssey software. It is also recommended that you run MicroSoft Scandisk before you run the update. This will minimize the chance that data errors could occur.

NOTE: It is very important that the update is run while NO ONE is using pcs Odyssey. Errors WILL occur if the program is updated while being used.

Once the update has been downloaded, close out your browser and click on the Start button. Then select the Run… option. At the Open: prompt, type C:\ODY\ODYUPD then click on ‘OK’.

If you are on a network and NOT running the update on the Server

If you are on a workstation, you must run the update to the server. In order to do this, you will need to know the drive letter assigned to your server from this workstation. For example your server could be drive F:. When you reach the screen that says ‘Choose Destination Location’, the default drive is ‘C:\ODY’ and will need to be changed to your server drive. To do this, click on the browse button, then from the new window select the correct drive. Using the above referenced sample drive, we would look for drive F: and select it. Continue to follow the installation instructions.

PRICE FILES AND CODES

Price files are used to enter inventory, look up prices for those items not normally stocked and updating inventory pricing when new price files are released. Price files may be viewed either straight out of the file or with the markups established in the Manufacturer setup. Click on the ‘View with our markup’ box when viewing price files.

Example STANDARD MANUFACTURER CODES (May not contain all available codes or list some no longer available)