1. Copyright © Dizzyatom, LLC 2009 Administration Program Guide HELIOS MEAT LAB MANAGEMENT SYSTEM

2. C ONTENTS This guide describes system functions in detail for the Administration application. It shows how to perform common operations and some of the less obvious features contained within the program. This guide will also highlight procedural guidelines to ensure proper data integrity, product management and record keeping.

3. C ONTENTS Installation Options Vendors Customers Label Management User Management Reporting Location Management Item Management System Settings Exporting

4. I NSTALLATION The installation of the Helios Administration program is very straightforward. To begin, locate the directory on your computer C:\Program Files\Dizzyatom\Helios. If the directory does not exist then create it.

5. I NSTALLATION C ONT. Obtain a copy of the program files from the Helios web site: http://www.dizzyatom.com/site/products/helios. Click on the “Download” tab and then the version releases link as indicated. http://www.dizzyatom.com/site/products/helios Link to select a version to download.

6. I NSTALLATION C ONT. Prerequisites for the program are also listed on this web page. They will have to be downloaded and installed prior to program usage. Please call us for any questions you might have concerning the prerequisites. Other software that you might have to install.

7. I NSTALLATION C ONT. The download page lists all versions available. Select the most recent version. Three zip files will be listed, one for each application. Select and download the file “Helios.Admin.zip”. Save the file somewhere temporary on your computer. Unzip the file into the directory C:\Program Files\Dizzyatom\Helios. This is the file to download for the Admin program.

8. I NSTALLATION C ONT. The program directory should look similar to the image above. If you have any questions or encountered any problems, please call us so we can assist. Configuration file for the Admin program. Create a shortcut to this file on your desktop.

9. O VERVIEW The Administration program is used to manage Vendors, Customers, Labels, Users, Locations and non-unique Items. The program also contains most of the reports for inventory and point -of-sale activities. The Administration program also allows you to export data from the database and make system-wide changes. The title bar shows the version and the currently logged in user.

10. C OMMON F ORM F EATURES All forms in the program have some common features. 1.The first feature to notice is the program title bar. It shows the name of the application, the version, the user account currently logged in with the access level name and possibly the name of the form. The application can be minimized but not maximized, because the application was designed to cover the entire screen with a resolution of 1024 x 768. 2.Next, notice the menus. The first option is Logout which gives you the option to switch users or close the program if a login is cancelled. The View menu controls the navigator screen and closing open forms. The Tools menu contains features that might not be commonly used like Exporting. The Help menu contains links to the Helios web site, the program guides and information about the program itself. 3.The toolbar of colored icons represents add, save, delete, print and close operations, respectively, that can be performed on the form. Not all options are available all the time, like Print. The toolbar will also show the form name and what operational state the form currently is in, denoted by a colored, textual description. 4.Every form can be closed in two ways, from the recommended Close toolbar icon and the “x” in the upper right corner. The operational state the form is in. Begins the adding process. Deletes the current record on the form. Any changes that have been made or records that have been added are committed to the database when the “Save" button is clicked.

11. C OMMON F ORM F EATURES C ONT. Many forms contain similar grids like the one shown above. A grid enables you to manage a list of related data. Each row of the grid is a separate data entry object. To add a new row, look for the “new row” denoted by the *. When you begin typing in one of the cells in the new row the * will turn into an editing image that looks like a pencil. When you leave the “new row” the “pencil” will disappear and the new data will be committed to the list of data. To remove a row of data, click the far left of the row where the * or “pencil” appears; the entire row should be highlighted. Press the DEL key on your keyboard. To edit individual parts of a row, just start typing in a cell (if text) or select the cell’s control (if not text). Changes made to the list of related data are not committed to the database until the black “save” icon is clicked on the form’s toolbar. This row is currently being edited. New row indicator. Indicates that a data validation error occurred. Hover your mouse over the red icon to get information about the error.

12. L OGIN In order to use the program, a user account must be established. The form shown above allows you to login with those assigned credentials. Only Active users are allow to login. When successfully logged in, the security level assigned to your account grants and/or restricts access to certain forms/features. If the application has been configured for “Passthrough Authentication” then a prompt might appear asking if you would like to auto-logon as show above. Passthrough authentication is a feature whereby the system reads the Windows user account you are currently logged in as and searches for a system user account that matches the same Windows username. If a match is found then the above message appears to avoid having to type in your system credentials. Additionally, if “Passthrough Authentication” is being forced, no prompt will appear for a successful match. If no match was found then you have the option to login the standard way. Turning this feature on is a great time-saver; however, it requires coordination with Windows user accounts on your computer. This option is configured in the Options menu under Tools.

13. O PTIONS Program options are configured under the Tools > Options menu. Note that most of these options require the program to be restarted to become effective. 1.The “Images Directory” field value should be set to the location on your computer or network share where images are stored. This is used primarily for non-unique item pictures. 2.The “Cut Sheets Directory” field value should be set to the location on your computer or network share where Vendor cut sheets are stored. 3.“Passthrough Authentication”, as discussed on the previous slide, is turned on/off here. These buttons help find a directory.

14. V ENDORS All Vendor data is managed on this form. Animals and received boxes of product are assigned to vendors. The following fields are required: Description, Premise (must be unique), Address, Line1, City, State, and Zip Code. To add a new vendor, click the green “plus” icon, enter the information in the required fields then click the black “save” icon. The form should indicate “Changes Saved” if the new vendor was added successfully. If not, small red warnings should indicate any problems. The Premise value must be unique across all vendors as it is the USDA registration identifier. It can be any alpha or numeric value you wish. Cut sheets are viewed, set and changed by clicking the blue link. If you wish to delete a vendor, click the red “x” icon. Only vendors that have never been assigned to an animal or invoice can be deleted. As an alternative, the vendor can be set to inactive. Navigates through the list of Vendors. Search for a vendor by the system ID or Premise value. Toggles list to display active or inactive vendors.

15. C USTOMERS The customers form is used to track web site and frequent customers. The system maintains lists of phone numbers, addresses, whether the customer can be notified by the internal messaging system and the price modification applied to order items. New addresses and phone numbers are added by typing data in the new row denoted by *. Search for a customer by the system ID or email value. Select the phone type from the drop-down list. Addresses are added by typing data in the empty row.

16. C USTOMERS C ONT. Special discounts or price modifications can be applied to all purchases made by a customer. This is called a “Price Modifier” and is edited by changing the value and type on the “Price Modifier” tab. On the POS application, the appropriate customer must be assigned to the order to apply price changes according to the modifier setting.

17. L ABEL M ANAGEMENT Labels are one of the most crucial and flexible features of the system. Thousands of one of the 6 major label categories can be added to the system. Labels are designed with Crystal Reports, persisted as *.rpt files and ultimately saved within the system database. Once the label has been added to the system, it can be accessed from any program. No need to copy the *.rpt files anywhere. To add a new label, click the green “plus” icon, a new row will be added at the bottom if the list. Select the category the label will be assigned to, type in a description and click the “File…” button to load a report file. Click the “save” icon when finished. Labels can be previewed by double-clicking on one of the rows. If you need a label modified or designed, please call us. If you would like to attempt this yourself, a special file on the web site called “LabelsDataSet.xsd” will be needed by Crystal Reports.

18. U SER M ANAGEMENT Users can be added, edited, inactivated and deleted from the system on this form. To edit a user, select from the list. Only users that have not participated in fabrication, point-of-sale orders or receiving functions can be deleted, otherwise they will have to be inactivated if you wish to restrict access. The following fields are required: FirstName, LastName, UserName (must be unique), and Password. To add a new user, click the green “plus” icon, enter required information and click the “save” icon. Limits the functions that the user can perform. The mapping of the Windows user name that “Passthrough Authentication” uses.

19. R EPORTING The available reports are generated from the file “Helios.Reports.dll” in the program directory. This file is available on the web site as a separate download and can be upgraded independently of the program files. Select the report you want to view/export. Depending on the report selected, report parameters will be generated in the middle of the form. Hovering over a report name will give a description about the report and how it may be useful.

20. R EPORT V IEWER All reports are viewed through the Report Viewer as shown. When you see the magnifying glass cursor appear, an isolated region can be magnified. Export the report. Print the report. Navigate report pages. Zoom and search. Total number of pages.

21. L OCATION M ANAGEMENT Locations are the storage elements where fabricated products are kept. Locations can be assigned in a flat manner or hierarchically. Locations are used extensively through out the system providing inventory management and product search capabilities. It is recommended that locations, once setup, not be changed because product storage history will be affected. Hovering over a location will show a “breadcrumb” path. To add, click the “plus” icon, type in a description and then click the “save” icon. To edit, select the location in the list, make whatever changes, then click “save”.

22. I TEM M ANAGEMENT Products for sale that are not uniquely identifiable cuts of meat, known as non-unique items, are managed on this form. Traditional product management is in effect for these items such as stock counting, oversell prevention, purchase orders, cost analysis and discounting. These functions are controlled by the options selected on a per item basis with the exception of the System Setting: “Stock Management Enabled”. This one option controls the stock counting feature. The barcode of the item. Search for item by entering or scanning barcode here. Appropriate tax to be applied when sold. Associate an image with the item. If you are selling this item online then this image and it’s thumbnail will be displayed.

23. I TEM M ANAGEMENT C ONT. Price is what the item will ring up at the point-of-sale. Cost is what you acquired it for. Tax Code is how to tax the item based on the state your installation is configured for. Reorder Level shows you the minimum number of StockOnHand you wish to maintain. StockPending shows how many are currently assigned to an order that has not been completed. Sibling Code is a way to group like items - used in markup operations. PriceLocked prevents the price from being changed. Exempt From Stock Mgt. makes the system disregard stock count limitations. Discount Item treats the item in the opposite way a normal item is treated – the price is negated when scanned. The Discount Item option can be coupled with Exempt From Stock Mgt. to simulate coupons and help limit the number of coupons that are redeemed. Web Enabled and Active are listing filters typically used to prevent the selling of the item on your web site and registers.

24. I TEM M ANAGEMENT C ONT. - B ARCODING Most, if not all, non-unique items come with a UPC formatted barcode. Helios is designed to read barcodes as Code39 which means that all characters on a UPC are significant. There should be no problem with the system interpreting foreign barcodes. If the non-unique item you are selling does not have a barcode, then you will have to “invent” one for the product. Any Code39 character will work. Barcodes not produced from the program must be prefixed and affixed with parenthesis. Barcodes can also be created independently from the program. All that is required is the “IDAutomationHC39M” font installed on your computer. This file can be downloaded from the web site under the Support > Other Files tabs.

25. I TEM M ANAGEMENT C ONT. Each item in the system must be assigned to a single category. Categories are used to separate markup operations and provide grouping for reports. To add a new category, start typing in the “new row”. When finished, select another row so the form knows you are done editing that row. Click the “save” icon. Begin typing in the new row to add, highlight and press DEL key to remove. Click save button to commit changes. Cost * Markup = price of item when a re- price is performed.

26. I TEM M ANAGEMENT C ONT. Start a new PO on this line. Enter weigh and/or notes to commit the new line. The other fields are read only. Right-click to open the ItemID/barcode lookup form. Purchase orders are the way non-unique items stock counts are modified and costs are tracked. To create a new PO, start typing in the “new row”. Only Weight and Notes are editable. When done click “save’. To add details to a PO, select a “non-processed” PO, select the “new row” in the details list and right-click to bring up the item lookup screen as shown. If the system finds an item matching the barcode entered, then the ItemID will be entered. Next, type in the cost per unit and the quantity received. ItemIDs must be unique in the list. When finished, click “save”. Details are removed by selecting the entire row and pressing the DEL key. Only “non-processed” POs can be modified.

27. I TEM M ANAGEMENT C ONT. A “non-processed” PO does not have any detail information entered in the database whereby the system can re-evaluate costs and stock counts from. To commit the PO and all its details, click the blue “Process” button. The PO will now be changed to a read-only state, stock will be updated and costs can be re-evaluated if desired. Re-prices all non- ”PriceLocked” items based on their current cost value and markup value as specified by the category with which the item is assigned. Evaluates all item costs based on the specified parameters.

28. S YSTEM S ETTINGS Settings that affect all programs regardless of their individual settings are managed on this form. These settings are usually only modified during system installation, though from time-to-time, your state’s tax rates may change. The tax rates for your state. If your state does not charge tax then leave blank. The program and database versions must match.

29. S YSTEM S ETTINGS C ONT. Messaging options are configured for sending email notifications to customer’s while their order is being processed. Stock Management is a feature that tracks and updates non-unique item stock counts. Leaving this option selected is strongly recommended. “Run Database Management” is a feature that will re-index and defragment your database. It is recommended that this be performed once a year or more on high volume systems.

30. E XPORTING The Export form can be accessed under the Tools > Export menu. Select a database object name from the list, select the export format and click the “export” picture. A progress popup will be displayed. When the export is complete, the file will be saved to your desktop. Exporting allows you to pull out all in the data from the selected database object and put it in either a Delimited Text or Microsoft Excel format. This allows you to manipulate the data in the system any way you want. Notice the delimiting character field.

31. C HANGE C ONFLICTS Sometimes when multiple users are editing the same data a change conflict occurs. When the system detects this, this form will indicate the conflicts and allow you to make a decision on how to it should be handled. The actions taken are described in detail below: Merge: Only the Current values that are different from the Original are preserved. All other values are updated to the Database value. (Database values override conflicts/Change only what isn't in conflict.) In this case, John will be the value retained. Retry Later: Keeps the Current values, assigning the Database value to the original. In other words, the system will attempt to re-save the Current value to the Database upon the next Save operation. In this case, Jane will be retained when another save is executed. Discard: Discards any changes made, replacing the Original and Current values with the Database value. In this case, Jane will be the value retained and your current data will be refreshed to reflect this retention.

32. E RRORS Sometimes an error occurs that is not easily explainable like the ones show above. If you are unable to resolve the problem, closing the form or program and then re-opening will fix a lot of errors. When critical or unhandled errors are encountered, an entry will be logged in Windows Event Viewer. If the error continues to happen, please call us so we can help get it resolved for you. Can be resolved by reprinting again. Can be resolved by closing the form and re-opening. Can be resolved by ensuring that PO details have unique ItemIDs.