How to create, modify and setup production labels

How to create, modify and setup production labels

This article explains how to create, add and modify custom production labels.  Solatech provides default labels in the software; however, they cannot be customized.  Below are the steps for creating a new label that can be modified to fit specific needs for production.

How to create a new label
1.  From the Tasks menu, click Manage Process Reports.
2.  From the Category list on the left, select Production Labels.
3.  You may already have a production label that you wish to copy and modify with new fields.  If so, steps 4, 5 & 6 will explain how to do this.

4.  From the list of available labels on the right side, select the label you wish to copy.
5.  From the toolbar, click the Copy button.
6.  Enter the name for your new label and click OK.
7.  Your new label will be added to the list and automatically selected. In order to use your new label for production, you will need to add it to the list of labels to print. The steps for setting up your production label for production output are listed below.

How to add and/or modify fields on production labels

1.  Now that you have a new label, you may need to add and/or modify existing fields.

2.  Highlight the label that you wish to modify.  From the toolbar, select Modify.

3.  This will open the Modify Report Window.  On the Layout tab, select the "Change Label Layout" button.  The Label layout screen will allow you to add and remove fields.

4.  To add a new field, simply click Add Field.  It will appear in the top left-hand position of the label.  From there you can drag the field to where you want it placed.

5.  Under Field Properties, select the Field Type.  Note there are four selections:  Label, Data Field, Bar Code and Date/time.  This article will address the Label and Data fields.

  1. The Label field type is a text field.  To enter text on a label where the information is constant, select the Label Field Type.  In the blank Label field, type the text you wish to display.  The Label field on the label may be used to display a prefix for the Option value you want to display from order entry.
  2. The Data Field is used to display options and/or other database fields from the software.  To add a Data Field, select the Field Type for Data Field.  In the blank Data field, type the option name from the software exactly as it appears in order entry.  You may need to display other types of data.  For example, you may want to display the date the order was created.  To do this, in the blank Data field, type OrderCreatedOn.  Contact Solatech for other database fields that you may want to add.

6.  The Label Layout is displayed as a gray area in which all of the fields must reside in order to be printed on your label.  The gray area is defined by the Printer Configuration that is setup for your specific label layout and printer.  You may need to adjust the size of each field and/or re-arrange the placement of the fields by dragging the field or using the Format and/or Margin Fields at the bottom of the Field Properties.

7.  Once the fields are properly placed on the label, click OK.

8.  Click OK to close the Modify Report window.

How to setup production labels to be used for production output

1.  To assign the labels to be used for Production output, select the Setup Reports tab.

2. The Output Type should read Production Labels.  

3.  Use the Output Assignments drop-down menu to assign how you want to select your labels when printing.

  1.   If you always want the label to print, you may want to select Assign at Output Type Level.
  2.   If you want to print based on Product Type, select Assign at Product Type Level.  Select the applicable Product Type.
  3.   If you want to print at the Product and Style Level, select Assign at Product and Style Levels.  Select the applicable Product Type, Product and Style names if applicable.

4.  Once you have the assignments setup, click Add and select the label you want to print.  Click OK.

5.  Edit Print Settings if applicable.  Click OK.

6.  Repeat for all additional labels.

How to setup a custom printer configuration for your custom labels

1.  You may need to setup a custom printer configuration to ensure that your labels will print correctly from your printer.

2.  To do this, from the software, click File>Printer Configurations

3.  To add a New Configuration, highlight a current configuration and click the copy icon.

4.  Enter the New Configuration Name.

5.  Click OK.

6.  Use the drop-down arrow on the right-hand side of the new printer configuration.  Select the printer from the list of available printers.  Note:  The printer must be a valid printer assigned to your computer.

7.  Click the Page Setup button to adjust Page Margins, Paper Size and Label Layout.

How to assign the printer configuration to the label

1.  Once the Printer Configuration is setup, then the label must also be setup to use the Custom Printer Configuration.

2.  To do this, select Tasks>Manager Process Reports.

3.  Select Production Labels and highlight the label that you wish to assign.

4.  Click Modify.

5.  Check the box to Use a custom printer configuration for this report.

6.  Use the drop-down arrow and select the Printer Configuration for this label.

7.  Click OK.

APPLIES TO
Solatech Window Covering Software 4.0
Solatech Window Covering Software 4.1
Solatech Window Covering Software 4.2


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