open this menu, the System Operation window is active (note that the
System Operation “tab” at the top of the window is highlighted). To make the Database or Calibration Values function active, click the appropriate tab.
System Operation
The System Operation functions customize your system to meet your needs.
These functions should be set during installation and should not change except under special circumstances.
Lock Combination
The Lock Combination is set to the default of one-two-three-four (1234).
To customize:
1. Click Change Combination. You are prompted to enter a new Housekeeping lock combination.
2. In the combination field, type in a new combination that you can easily remember, anywhere between 1 and 14 digits in length. You should write your new combination down and keep it in a safe place.
3. Click Save.
Once you have changed the combination, you must use your new combination to open the locked Housekeeping menu functions Setup, Change Ad, and Out of Stock.
Printer Settings
The printer settings are used to select the printer label type and default status.
NOTE: A printer driver for the selected label printer must also be installed.
Refer to Appendix C for procedures on installing the driver and printer setup.
Check (3) the Use System Default Printer box if you want Companion to automatically print labels to the Windows default printer. If the box remains unchecked, you will be prompted to select a printer when attempting to print a formula.
Set the Label type by continually clicking the down arrow. The Label Type letter display toggles through: “A”, “B”, “E”, and “F” label formats. Refer below to view the available formats.
NOTE: Label formats “A” and “B” are no longer supported.
Format E: (2.125” x 2.75”) – Dymo/CoStar LabelWriter XL Plus Printer
Joe’s Hardware
5 Gallon Colorant Amount
Base: Pastel C 1Y27
(Daylight) E 45
June 25, 2000 I 45 10:40 AM
Best/Latex/Satin Best Enamel
Format F: (1.125” x 3.5”) - Dymo CoStar LabelWriter XL Printer
5 Gallon Colorant Amount
Base: Pastel C 1Y27
(Daylight) E 45
June 25, 1999 I 45 10:40 AM
Auto Tinter
If a tinter is used with your system, you must specify some information under Auto Tinter. If you are not using a tinter, you do not need to edit this function.
To set tinter parameters:
1. If you have an Automatic Tinter, click the Auto Tinter check box. A check mark (3) appears in the box when activated.
2. Then, set the Tinter Model by continually clicking the down arrow to toggle through selections. Choose from Harbil-A, Harbil-C, Miller-C, and others.
System Options
Additional system operation functions can be found in the System Options window. Click the System Option button to access the window.
Auto Light Select ONLY
Auto Light Select allows the software to automatically choose the optimal lighting (illuminant) the paint is viewed under when creating the paint formula. To activate, click the Auto Light Select Only check box under Options:. If you want to control your lighting selection yourself (for example, you could choose to view a paint mix for exterior use under daylight conditions), leave the check box blank.
Auto Base Select ONLY
Auto Base Select allows Match-Rite to automatically determine the best base to use for the specified formula. To activate, click the Auto Base Select Only check box. If you wish to manually select the type of base used for each paint formulation, leave the check box blank.
Averaging
Click the Averaging check box if you want to take several sample measurements, then determine the average measurement.
Averaging is helpful in a number of circumstances. For example:
• If a customer wants to match paint to a fabric that is faded in some areas, you can measure several points on the fabric and mix a paint color that is an average of those measurements.
• If a customer has, for instance, curtains with two different shades of blue in them and wants a paint to match both, you can measure both blues and mix a paint that is an average of the two. This mix would provide an ideal “in-between” color to complement both shades.
Display "Customer Files" button on Main Menu
This options allows you to track customer paint formulas within the systems database. Check the box to activate a Customer Files button on the Main Menu.
Language Select Enable (only appears if multiple languages exist) Click the Language Select Enable check box if you want the Language selection option to appear on the Main Menu.
Show Module Install Wizard when application Starts
When the software was initially installed, a convenient Wizard assisted with the installation of your data modules. The Wizard window has a "Show this
‘Wizard’ next time" check box allowing you to bypass it. Checking this box reactivates the Wizard window during a start up.
Display "Portable" button on Main Menu
Check this box if you are using a portable "handheld" instrument. A Portable button will appear on the Main Menu.
Viewing More Formulas and Colorant Cost Editing
More formulas can be viewed after formulating a color match when Show More Formulas check box is selected. The additional formulas are listed in order of closest match—deviation from sample—and colorant cost. Refer to Color Match, Section Four.
The Edit Cost button is used to input the cost of colorant used for a selected supplier. Cost is entered based on a U.S. quart.
To enter colorant cost:
1. Click the Edit Cost button (Show More Formulas box must be checked to allow cost editing).
2. Click the Supplier button and then select colorant supplier from list.
3. Click the Cost per drop-down button and select volume.
3. Click Cost field and enter colorant cost based on selected volume.
Software Updates
The Software Updates window is used to install new or updated data modules. This window is also used to remove any unwanted modules from your system. Click the Software Updates button to access the window.
To Add Modules:
1. Click Add radio button.
2. Select Drive location of the 3.5"
disk.
3. Click Install button.
To Remove Modules:
The Change Ports window is used to select the communication (COM) ports used by your devices. Ports not used should be set to None.
Spectro port option is used to set the COM ports used by your measurement instruments. The Desk Top Unit is the normal
instrument used. The Portable Unit is the handheld instrument. Click on the desired drop-down arrow to select port.
To set the Auto-Tinter port used by your automatic tinter, click the drop-down arrow and select port.
Database
The Database functions are used to manage your customer database: backup data, restore data, and delete customer files.
To open the Database window:
1. Go to the main Setup window by clicking Setup from the Housekeeping menu.
2. The Setup window defaults to System Operation. Click the Database
“tab” to change to the Database window.
The Database window appears. Note that the Database tab is highlighted.
Backup Customer Data
You should protect yourself against unexpected data loss by backing up your customer files on a regular basis (once a week is recommended). Backup is well worth the short amount of time it takes.
Backup Customer Data archives the customer formulas that you save on your hard disk onto the backup disks. These disks can then be stored in a safe place in case they are needed.
To backup customer data:
1. Label two 3.5" disks #1 and #2, and add any other important information about the backup file (date, customer, file name).
4. Insert the Customer File Backup Disk labeled Disk #1 into the disk drive and click OK. “Backing Up Files” appears briefly, followed by
“Customer File Backup COMPLETE.”
5. Click OK. Returns you to the Setup/Database window.
6. Remove the Backup Disk.
Restore Customer Data
To restore customer data from a backup disk back into your computer:
1. In the Setup window, activate the Database function if you have not done so already.
2. Click Restore Customer Data. A message window appears.
3. Insert the Customer File Backup Disk into the disk drive and click OK.
“Restoring Files” appears briefly, followed by “Customer Files have been Restored.”
4. Click OK. Returns you to the Setup/Database window.
5. Remove the Backup Disk. The restored database can now be used by your system functions.
Delete Customer Data
The Delete Customer Data Before function is a quick method for deleting old or unwanted customer files.
NOTE: Deleted customer data cannot be recovered, unless the data is stored on a backup disk. You may want to backup your database before deleting the customer files.
To Delete Customer Data:
1. In the Setup window, activate the Database function if you have not done so already.
2. Determine a cut-off date for old files to remain in the system. All files created before this date will be deleted; all files created after the date will remain in the system.
3. Under Delete Customer Data Before select the desired date by using the day (>), month (>>), and year (>>>) buttons. Buttons pointing “left”
decrease the date and button pointing “right” increase the date.
4. When the desired date is set, click DELETE. A warning message appears that asks you to verify the deletion. Click DELETE again to proceed, or click Exit to return to the Setup/Database window.
5. A message appears that indicates the files have been deleted. Click OK to return to the Setup/Database window.