SGS Technologies 01 DRINK MEASURING TRANSMITTER User Manual

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BarVision™ 1.0for Palm OS®A Division of Nuvo Technologies, Inc.User’s GuideDraft for Reseller Review OnlyNot for Distribution

Draft for Reseller Review OnlyNot for Distribution to End UsersBarVision™ 1.0 for Palm OS®User’s GuideA Division of Nuvo Technologies, Inc.

iiiDraft for Reseller Review OnlyNot for Distribution to End UsersContentsPrefaceRegistration .............................................................................................................xiUsing this guide ....................................................................................................xiWhat is in this guide? ..................................................................................xiConventions used in this guide ............................................................. xiiDefault starting point for software procedures ...................... xiiAbout security codes ........................................................................ xiiFinding additional resources .......................................................................... xiiChapter 1 Understanding the BarVision SystemUnderstanding how the system works ..........................................................1Understanding the system components ......................................................1Pour spout ........................................................................................................2Active antenna ...............................................................................................3Data receiver ...................................................................................................4Palm® handheld computer ........................................................................6BarVision for Palm OS® software ..............................................................6Understanding unit-free operation ................................................................7Understanding pour rates ..................................................................................7Overview of using the BarVision system .......................................................8Chapter 2 Installing the BarVision SoftwareInstalling the software ...................................................................................... 11Installing the BarVision for Palm OS® software ................................11Installing the BarVision Conduit for Palm HotSync ........................ 13System requirements ........................................................................ 14Configuring the BarVision for Palm OS® software .................................. 14Configuring peripheral systems and devices ...........................................16Configuring printers ..................................................................................16Configuring an infrared printer ..................................................... 16Configuring a wireless network printer ..................................... 18Editing the Terminal ID ............................................................................ 20

CONTENTSivDraft for Reseller Review OnlyNot for Distribution to End UsersChapter 3 Understanding the BarVision for Palm OS® SoftwareUsing a Palm® handheld ...................................................................................21Using the handheld’s serial cable .........................................................21Using the stylus to navigate, scroll, and select ................................21Entering text and numbers .....................................................................22Starting BarVision for Palm OS® .....................................................................22About the Activity screen ................................................................................23Navigating the BarVision software ...............................................................25Software screen hierarchy .......................................................................25About security codes .................................................................................26Entering the manager security code ...........................................26Editing the manager security code ..............................................26Common on-screen controls ..................................................................27Viewing event details ........................................................................................28About the event types ..............................................................................29Receiver connected ...........................................................................29Receiver disconnected .....................................................................29Time marker .........................................................................................29Container open ...................................................................................31Container empty .................................................................................31Container pour ....................................................................................32Container missing ..............................................................................32Container found ..................................................................................33Container variance .............................................................................33Spout removed ...................................................................................33Spout reattached ................................................................................34Events lost .............................................................................................34Exiting BarVision for Palm OS® .......................................................................35Chapter 4 Working with CategoriesAbout categories .................................................................................................37Adding categories ..............................................................................................38Editing categories ...............................................................................................39Renaming categories ................................................................................39Reordering categories ...............................................................................40Deleting categories ............................................................................................40

vDraft for Reseller Review OnlyNot for Distribution to End UsersChapter 5 Working with ContainersAbout containers ................................................................................................43Container details .........................................................................................43Product .................................................................................................. 44Spout ......................................................................................................44Shape ......................................................................................................44Category ................................................................................................ 44Cost ......................................................................................................... 45Location .................................................................................................45Remaining % ........................................................................................45vol. ........................................................................................................... 45wt. ............................................................................................................ 45Container size ......................................................................................45Empty weight ...................................................................................... 45Unit weight ........................................................................................... 46Expected pour rate ............................................................................ 46Actual pour rate .................................................................................. 46Container options ......................................................................................46Default container size .......................................................................47Default shape ......................................................................................47Default pour rate ................................................................................47Underyield ............................................................................................ 48Overyield ...............................................................................................48Jitter level .............................................................................................. 48Report missing after ..........................................................................48Pour delay .............................................................................................48Improper pour time limit .................................................................49Improper pour pour rate .................................................................49Pour spout hardware details .................................................................. 49Model ......................................................................................................49Serial ID ..................................................................................................49Firmware ............................................................................................... 50Product .................................................................................................. 50Location .................................................................................................50Last heard .............................................................................................50RF signal level ...................................................................................... 50Expires ....................................................................................................50Event # .................................................................................................... 50Age .......................................................................................................... 50Container status information ................................................................. 50

CONTENTSviDraft for Reseller Review OnlyNot for Distribution to End UsersPercent ...................................................................................................50Volume ...................................................................................................50Weight ....................................................................................................50Age ...........................................................................................................51Pours .......................................................................................................51Recent .....................................................................................................51Signal strength ....................................................................................51Bottle graphic ......................................................................................51Adding containers ..............................................................................................51Editing containers ...............................................................................................54Assigning a new product name to a container ................................55Assigning a new pour spout to (or removing the current pour spout assignment from) a container ...............................................57Assigning a new category to a container ..........................................59Assigning a new bottle shape to a container ...................................60Editing container details ..........................................................................61Editing container options ........................................................................63Deleting containers ............................................................................................64Viewing pour spout hardware details .........................................................65Viewing container status information .........................................................67Viewing container status information from the Containers screen 67Viewing container status information from the Activity screen 68Chapter 6 Working with Serving SizesAbout serving sizes ............................................................................................71About the Max allowed pour size .........................................................73Adding serving sizes ..........................................................................................73Editing serving sizes ...........................................................................................74Editing the Max allowed pour size ...............................................................75Deleting serving sizes ........................................................................................76Chapter 7 Working with ReportsAbout reports .......................................................................................................79Report settings ............................................................................................80Public ......................................................................................................80Disable date/time range ..................................................................80Perform maintenance .......................................................................81Export .....................................................................................................81

viiDraft for Reseller Review OnlyNot for Distribution to End UsersReport sections ............................................................................................ 81Empty Containers ............................................................................... 81Empty Containers Count .................................................................82Exceptions ............................................................................................ 82Expiring Hardware ............................................................................. 82Hardware ............................................................................................... 82Irregular Empty Containers ............................................................82Journal Detail .......................................................................................82Missing Hardware ..............................................................................82Open Containers ................................................................................ 82Pour Detail ............................................................................................ 82Pours by Category ..............................................................................83Pours by Location .............................................................................. 83Pours by Product ................................................................................ 83Serving Sizes ........................................................................................ 83Serving Sizes by Category ...............................................................83Serving Sizes by Location ................................................................83Journal options ........................................................................................... 83Minimum days in journal ................................................................ 84Prompt for maintenance ................................................................. 84Back up during maintenance ......................................................... 84Adding reports ..................................................................................................... 84Editing reports ..................................................................................................... 86Renaming a report .....................................................................................86Editing report settings .............................................................................. 87Adding report sections .............................................................................88Reordering report sections .....................................................................89Deleting report sections .......................................................................... 90Editing journal options ............................................................................. 91Running, viewing, and printing reports .....................................................92Running public reports ............................................................................ 92Running management reports ..............................................................95Running the Configuration report ....................................................... 98Running the Quick View report ............................................................. 99Deleting reports ................................................................................................102Chapter 8 Using the BarVision SystemPouring .................................................................................................................105Changing bottles ..............................................................................................105

CONTENTSviiiDraft for Reseller Review OnlyNot for Distribution to End UsersCleaning pour spouts ..................................................................................... 106Chapter 9 Working with DataAbout BarVision data ...................................................................................... 107Exporting data ................................................................................................... 107Journal data ............................................................................................... 107Report data ................................................................................................ 108Export procedure ..................................................................................... 109Backing up data ................................................................................................ 110Restoring data ................................................................................................... 111Maintaining the journal ................................................................................. 113Erasing the journal ........................................................................................... 115Chapter 10 Common QuestionsPalm® handheld problems ........................................................................... 117Data receiver problems ................................................................................. 117Pour spout problems ...................................................................................... 118Printing problems ............................................................................................ 119Security code problems ................................................................................. 120Data loss problems .......................................................................................... 120Disaster recovery .............................................................................................. 121Problems with third-party products ......................................................... 122Customer support ............................................................................................ 122Appendix A Product Regulatory InformationFCC statement ................................................................................................... 123Canadian ICES-003 statement ..................................................................... 123CE compliance statement ............................................................................. 123Declarations of conformity ........................................................................... 124Battery warning ................................................................................................ 125Appendix B Legal NoticesBarVision License Agreement ...................................................................... 127BarVision Limited Warranty (Active Antenna/Data Receiver) .......... 132BarVision Limited Warranty (Tag) .............................................................. 135

ixDraft for Reseller Review OnlyNot for Distribution to End UsersGlossary .....................................................................139Index ......................................................................... 143

CONTENTSxDraft for Reseller Review OnlyNot for Distribution to End Users

PREFACE xiiDraft for Reseller Review OnlyNot for Distribution to End Usersby-step, task-oriented procedures. These procedures guide you through the processes of configuring, using, and maintaining the BarVision system.This User’s Guide contains the following chapters:• Chapter 1, “Understanding the BarVision System”• Chapter 2, “Installing the BarVision Software”• Chapter 3, “Understanding the BarVision for Palm OS® Software”• Chapter 4, “Working with Categories”• Chapter 5, “Working with Containers”• Chapter 6, “Working with Serving Sizes”• Chapter 7, “Working with Reports”• Chapter 8, “Using the BarVision System”• Chapter 9, “Working with Data”• Chapter 10, “Maintaining the BarVision System”• Chapter 10, “Common Questions”Conventions used in this guideThis guide uses the following conventions:Table 1: User’s guide conventionsDefault starting point for software procedures All of the software-related procedures in this guide use the Activity screen (see “About the Activity screen” on page 23) as a default starting point. To avoid confusion, please navigate to the Activity screen before attempting to perform these procedures.About security codes Many of the BarVision for Palm OS® screens are security code protected in the system’s standard configuration. For instance, to access the Options, Categories, or Containers screens of a typically configured system, you must enter the manager security code. You might choose, however, to disable this security (see “About security codes” on page 26). For that reason—and for the sake of simplicity—the procedures in this guide do not attempt to identify those steps that may require you to enter a security code. If the Enter Security Code screen appears while you are performing a procedure, simply enter the security code, tap Enter, and then continue with the remainder of the procedure.For example, if a procedure instructs you to choose the sequence “Mgr > Setup > Options,” the system may request the manager security code after you tap Mgr. Simply enter the security code, tap Enter, and then continue with the procedure sequence by tapping Setup and then tapping Options.Finding additional resourcesIf you require assistance using the BarVision system, and cannot find the information you need in these pages, please contact the dealer who sold you your Convention UseBold Highlights items you can select or mod-ify in the BarVision software, including buttons, menus, and text boxes.Fixed width Highlights default system values and variable items intended as placeholders. For example, “in the Category name text box, enter New Category Name” means “in the Category name text box, enter a name of your choosing for the new category.”Italic Highlights book titles, items that require special attention, and terms that are defined in the glossary.> Indicates a menu choice or button selec-tion. For example, “choose Mgr > Setup > Categories” means “tap the Mgr but-ton, tap the Setup button, and then tap Categories.”Highlights information that provides time- or effort-saving advice and tips for novel ways of doing things.Highlights specific actions and informa-tion that require careful attention. These explanatory messages are intended to eliminate confusion or unexpected con-sequences.Convention Use

xiiiBARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Userssystem. Their familiarity with the details of your particular installation and configuration will ensure that you get the support you need.If you require assistance with the basic operation of your Palm® handheld computer (such as help entering characters using PalmSource™ Graffiti®), please refer to the documentation that accompanied your hardware or contact the manufacturer directly.

PREFACE xivDraft for Reseller Review OnlyNot for Distribution to End Users

3BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Usersamount of time elapsed since the last transmission was received from each pour spout, the signal strength level of those transmissions, and the average recent strength of the signals each pour spout has generated.Hardware screen, all wireless pour spouts shownNote: For information about accessing and using the Hardware screen to view pour spout communications details, see “Scanning for weakest spouts” on page 117.The transmitter tag portion of the wireless pour spout assembly is equipped with a spring-loaded bottle detect button. This button is located on the underside of the tag and senses when the pour spout is attached to, or removed from, a bottle. A second, recessed button is also located on the bottom of the tag. This button requires a tool (such as the tip of a pencil) to press and acts as a resume button. You use the resume function anytime you want to remove the pour spout from a bottle that is not yet empty (for example, for cleaning) and then reattach it to that same bottle. Initiating the transmitter tag’s resume function enables the system to track the remaining contents of the partially empty bottle.Each transmitter tag is also equipped with two LEDs, one red and one green. These LEDs flash to indicate the pour spout’s status and to provide bartenders and managers with visual feedback. When you attach the pour spout to a bottle, the green LED flashes once to indicate that the spout is properly seated. When you pour a drink from a bottle, the red LED begins to flash at half-second intervals as soon as the bottle reaches a ninety degree tilt. When the bottle reaches an angle of 135 degrees, the red LED stops flashing and the green LED begins to flash. This periodic flashing can help bartenders time the size of their pours. And, finally, when you remove a pour spout from a bottle, the red LED flashes. It flashes once each second for three minutes or until the pour spout is placed back on a bottle. The flashing red LED can help bartenders and managers identify a pour spout that is not securely attached to a bottle and locate a spout that is acciden-tally misplaced.BarVision pour spouts are battery operated and expire after a specific time period or a specified number of pours, whichever occurs first. For detailed expiration information for your particular model of spout, refer to the documentation that accompanied your hardware.Active antennaThe BarVision active antenna performs a role similar to that of any other antenna—it gathers airborne wireless communications and transforms them into signals capable of being conducted (down a wire, for example).BarVision active antenna (Model ANT-101)The active antenna’s primary function is to collect and decode the wireless signals that the pour spouts generate. It then relays these signals to the data receiver. Up to four active antennas can be connected to a single data receiver in daisy chain configuration. An antenna can be mounted in a strategic remote location and then hardwired back to the data receiver (or the antenna

CHAPTER 14Understanding the BarVision SystemDraft for Reseller Review OnlyNot for Distribution to End Usersthat precedes it in the chain). This helps increase the system’s effective communication range. Typically, one active antenna is installed at each bartending station (well) and back bar area.Because as many as four antennas can be connected, in series, to a single data receiver, it is possible for two or more antennas to receive and relay the same pour spout transmission to the data receiver. If such a situation occurs, the data receiver will recognize this redundancy and ignore one of the communications.Maximum range between an active antenna and a BarVision pour spout is achieved when there is a clear line of sight. Range may be severely limited or commu-nications impossible when there is no clear line of sight (refer to the BarVision Hardware Installation Guide for details). By contrast, the communications between the active antennas and the data receiver travel by way of a cable. As a result, no line of sight between the two components is required. Antennas can be installed at locations far removed from the data receiver (refer to the BarVision Hardware Installation Guide for details), enabling a single antenna to monitor a geographically isolated container storage location. The same cable that is used as a communications link between the active antenna and the data receiver is also used to supply power to the antenna.The BarVision for Palm OS® software enables you to verify that the active antennas are properly connected to, and communicating with, the rest of the system. You can do this from the Hardware screen after system installation is complete.Hardware screen, data receiver and active antennas shownThis screen displays the identification number of each active antenna currently communicating with the BarVision data receiver.Note: For information about accessing and using the Hardware screen to view active antenna communications details, see “Checking communication statistics” on page 118.BarVision active antennas do not require any software setup or configuration. After an antenna is connected to a powered data receiver, communications should be automatically initiated.Data receiverThe BarVision data receiver can gather transmissions from up to four active antennas. The receiver then stores those transmissions as event records in its built-in memory. The model RCV-101 data receiver’s memory is capable of storing up to 6,144 event records. These event records are then downloaded, by way of a serial cable connection, to a Palm® handheld computer running the BarVision software.

5BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersBarVision data receiver (Model RCV-101)The BarVision data receiver requires a constant power source. It should be connected to an AC adapter plugged into a powered electrical outlet. In addition, six AA batteries should be installed in the data receiver’s battery backup. In the event of a loss of AC power, the internal batteries will automatically power the equipment, providing an uninterrupted source of energy.If the data receiver loses power completely (both AC and DC), the events in its built-in memory are cleared. Typically, those events will already have been trans-ferred to the Palm® handheld computer and be stored there. In addition, each pour spout stores and periodi-cally retransmits its sixteen most recent events. So a loss of power to the data receiver will normally only result in lost data if more than sixteen events occur to a container before power is restored to the data receiver. If data loss occurs, BarVision will indicate that events were lost and identify the number of lost events. To minimize the risk of data loss, be sure to check and replace the data receiver’s batteries as recommended (see “Batteries” on page 117).Typically, one data receiver should be installed at each bar area. The BarVision system uses the term bar area to identify any distinct section of an establishment’s property or building specifically set aside for preparing and serving alcoholic beverages. A single room may contain more than one bar area—one at each end, for example—and a single bar area usually comprises one or more bartending stations (wells) and a back bar. The data receiver can be positioned in any out-of-the-way location in the bar area, so long as it can be properly connected to an electrical outlet and to the Palm® handheld’s serial cable.The BarVision for Palm OS® software enables you to verify that the data receiver is properly connected to, and communicating with, the rest of the system. You can do this from the Hardware screen after system installation is complete.Hardware screen, data receiver and active antennas shownThis screen displays the identification number of the BarVision data receiver and each active antenna currently communicating with it.Note: For information about accessing and using the Hardware screen to view data receiver communications details, see “Checking communication statistics” on page 118.BarVision data receivers do not require any software setup or configuration. When the data receiver is supplied with a power source and connected to both an active antenna and a Palm® handheld running the BarVision for Palm OS® software, communications should be automatically initiated.

CHAPTER 16Understanding the BarVision SystemDraft for Reseller Review OnlyNot for Distribution to End UsersPalm® handheld computerThe BarVision system uses a Palm® handheld computer to run the BarVision for Palm OS® software.Palm® handheld computerYour Palm® handheld is equipped with a touch-sensitive screen and special stylus. You use these features of the handheld computer to interact with the BarVision for Palm OS® software by entering and viewing data. The handheld also acts as a data storage tool and gives you the ability to back up, export, and beam that data to external hardware devices (such as SD memory cards, personal computers, and printers). Cables provide the handheld computer with both a power source and a communications connection to the data receiver. The handheld’s AC adapter must be plugged into a working electrical outlet and its serial cable/Palm® multiconnector adapter connected to the data receiver.After the BarVision system has been installed and configured, you will generally want to leave your handheld attached to the data receiver so that your bartending staff can use the handheld’s display for feedback. When the handheld is attached to the data receiver’s serial cable and the BarVision for Palm OS® software is running, any transmissions collected by the data receiver are downloaded to the handheld and displayed on screen.Temporarily detaching your Palm® handheld from the data receiver’s serial cable will not disrupt the system’s data collection activities. However, if communications between the BarVision for Palm OS® software and the data receiver are disrupted for an extended period of time, there could be a possibility of data loss. If more than 6,144 systemwide events occur before communi-cations are reestablished, the data receiver’s storage limit will be exceeded and data will be lost. To eliminate the risk of data loss, Nuvo Technologies recommends that you not remove the Palm® handheld from the serial cable for an extended period of time. In addition, Nuvo Technologies recommends that you not exit the BarVision for Palm OS® program except to install an updated version of the software or perform a HotSync® operation. These safeguards will help eliminate the possibility of accidental data loss.In establishments where multiple data receivers and handheld computers are installed, it is important that a one-to-one association between a handheld and a data receiver be maintained. Only the Palm® handheld used to add and configure a container can be used to download the information collected for that container from a data receiver. For that reason, attaching a Palm® handheld to the incorrect data receiver’s serial cable could potentially lead to data loss. The BarVision software provides a Term i na l I D on the Security Options screen that enables you to uniquely identify each handheld. This helps you ensure that its associ-ation with a particular data receiver can be easily maintained. (For instructions on setting the Te rm i n al ID value, see “Configuring the BarVision for Palm OS® software” on page 14.)For more detailed information regarding the operation of your handheld computer, refer to “Using a Palm® handheld” on page 21.BarVision for Palm OS® softwareThe BarVision for Palm OS® software provides the system with a user-friendly graphical interface. It enables you to observe, interact with, and configure the system.

CHAPTER 110Understanding the BarVision SystemDraft for Reseller Review OnlyNot for Distribution to End Users

11Draft for Reseller Review OnlyNot for Distribution to End UsersChapter 2: Installing the BarVision Softwarehis chapter provides detailed instructions for installing the BarVision software and config-uring it for use with any peripheral systems and devices (such as printers). It contains the following sections:• “Installing the software” on page 11• “Configuring the BarVision for Palm OS® software” on page 14• “Configuring peripheral systems and devices” on page 16Installing the softwareThe following procedures lead you through the instal-lation of the BarVision for Palm OS® software on your Palm® handheld computer and, optionally, the BarVision Conduit for Palm HotSync on your personal computer.Installing the BarVision for Palm OS® softwareThe BarVision for Palm OS® software is provided on both CD-ROM and SD memory card. Depending upon your hardware configuration, Installing the BarVision for Palm OS® software to your Palm® handheld computer requires one of the following:• A properly formatted BarVision for Palm OS® installation SD memory card• A personal computer equipped with a Palm® USB sync cable and PalmSource™ Desktop software, and the BarVision for Palm OS® installation application (on CD-ROM)If you received the BarVision for Palm OS® software on an SD memory card, refer to the procedure “To install the BarVision for Palm OS® software from an SD memory card:” on page 11. If you received the BarVision for Palm OS® software on CD-ROM, refer to the procedure “To install the BarVision for Palm OS® software from a computer using a Palm® USB sync cable:” on page 12.To install the BarVision for Palm OS® software from an SD memory card:1With your Palm® handheld turned on, insert the BarVision for Palm OS® software SD memory card into your handheld’s expansion slot.2The installation process will automatically be initiated and the software will be installed.3After the installation is complete, the end user license agreement will be displayed.BarVision for Palm OS® end user license agreement4You must read and agree to the terms of the license in order to use the software. Tap PgUp or PgDn to navigate up or down through the pages of the license. Or, if you prefer, you can read the agreement included T

CHAPTER 212Installing the BarVision SoftwareDraft for Reseller Review OnlyNot for Distribution to End Userswith this User’s Guide (see “BarVision License Agreement” on page 127). After you have read the license, tap Agree to accept its terms.5The BarVision for Palm OS® software will initialize and the Activity screen will be displayed.Activity screenTo install the BarVision for Palm OS® software from a computer using a Palm® USB sync cable:1If you have not already done so, connect the Palm® USB sync cable to your personal computer and install the PalmSource™ Desktop software. Refer to the documentation that accompanied your handheld hardware for details.2Do one of the following:• If you received the BarVision software on CD-ROM, insert the CD-ROM into your computer’s CD-ROM drive.• If you downloaded the BarVision software, locate the BarVisionSetup.exe file you downloaded to your computer and double-click it.3Follow the on-screen installation instructions.Note: This installation method enables you to install both the BarVision for Palm OS® software to your handheld computer and the BarVision Conduit for Palm HotSync to your personal computer. Refer to the on-screen instructions for details.4After the installation is complete, turn on your Palm® handheld and attach it to the USB sync cable.5Press the HotSync® button on the USB sync cable to transfer the BarVision for Palm OS® software to your handheld computer.6After the synchronization is complete, press or tap Home on your Palm® handheld to display the Applica-tions View.Applications View7Tap the BarVision for Palm OS® software icon.BarVision for Palm OS® icon8The BarVision for Palm OS® end user license agreement will be displayed.

$13BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersBarVision for Palm OS® end user license agreement9You must read and agree to the terms of the license in order to use the software. Tap PgUp or PgDn to navigate up or down through the pages of the license. After you have read the license, tap Agree to accept its terms.10 The BarVision for Palm OS® software will initialize and the Activity screen will be displayed.Activity screenInstalling the BarVision Conduit for Palm HotSyncThe BarVision Conduit for Palm HotSync gives you the ability to export BarVision journal and report data from your Palm® handheld to a personal computer. This allows you to view, store, and print BarVision data using your PC. When installed, the conduit software resides on your desktop or laptop computer. It then works in the background each time you synchronize your handheld. (For information about synchronizing your Palm® handheld computer, refer to the documen-tation that accompanied your hardware.)The BarVision Conduit for Palm HotSync lets you export two separate types of data: journal data and report data. These two types of data are saved in different file formats and to different locations on the target computer’s hard drive.During synchronization, the conduit creates a comma separated value (.csv) file containing BarVision journal data on the computer connected to the handheld. All of the data collected since the last time you synchro-nized your handheld is exported. The exported file is then stored in the default location: C:\Documentsand Settings\User Name\My Documents\BarVision\Journal. The file’s name identifies its creation date and the terminal from which it was exported. The exported file can then be analyzed using any spreadsheet, database, or report design program (such as Microsoft® Excel®, Lotus® 1-2-3, or Crystal Reports®).Similarly, the conduit exports report data in ASCII text file (.txt) format. When you run a report that has been configured for export (see “Export” on page 81), the system stores the generated report information. The next time you synchronize your handheld, the system creates a text file version of the report on the computer connected to the handheld. Exported reports are stored in the default location: C:\Documents and Settings\User Name\My Documents\BarVision\Reports. Once those text files have been created, they can be printed, e-mailed, or archived for permanent storage and record keeping.$

CHAPTER 214Installing the BarVision SoftwareDraft for Reseller Review OnlyNot for Distribution to End UsersFor more information, see “Exporting data” on page 107.System requirements In order to install the BarVision Conduit for Palm HotSync, your system must meet the following minimum requirements:• PC running Microsoft Windows 2000 or XP• PalmSource™ Desktop software installedInstallation of the BarVision Conduit for Palm HotSync cannot occur until the PalmSource™ Desktop software is installed on your system.To install the BarVision Conduit for Palm HotSync on your personal computer:1Place the BarVision Software Installation CD-ROM in your CD-ROM drive.2Pause briefly while the CD-ROM’s autoplay menu loads automatically.3After the menu appears, click Install the BarVision Conduit for Palm HotSync.4The BarVision Conduit Setup Wizard will be displayed. Follow the instructions that appear on the screen.BarVision Conduit Setup WizardThe setup program requires you to accept the terms of the BarVision license agreement, prompts you to choose installation and export directories, gives you the opportunity to create a Start Menu folder for the program’s shortcuts, lets you select whether to create desktop and Quick Launch program icons, and then performs the software installation.Configuring the BarVision for Palm OS® softwareAfter you have installed the BarVision for Palm OS® software, you need to customize some of its default settings. For example, if you prefer to use metric measurements, you need to edit the system’s predefined volume, weight, and pour rate values. During the software configuration process, you fine-tune the system for your particular installation, your preferred method of working, and the way your business operates.To configure the BarVision for Palm OS® software:1Optionally, set the Ter m i n a l ID . If more than one BarVision system is to be installed in your business (or if you are adding another one), you need to pair each handheld computer with a specific data receiver and maintain that pairing. You can do this by setting each handheld computer’s Te r m i n a l I D security option to a unique number and then labeling each data receiver with the number you assigned to its corresponding handheld. You can choose any unique number between 0 and 99. A separate BarVision system is typically installed at each bar area. But only the Palm® handheld used to configure a container can be used to download the information collected for that container by the data receiver. The Term i na l I D value on the Security Options screen enables you to uniquely identify each handheld. This helps ensure that its association with a particular data receiver can be easily maintained.For details, see “Editing the Terminal ID” on page 20.2Set the time marker interval. Time marker event records are time stamps that are inserted periodically on the Activity screen to help you locate and review

CHAPTER 216Installing the BarVision SoftwareDraft for Reseller Review OnlyNot for Distribution to End Users11 Enable the Mgr security code. You can set the security code to any numeric sequence of up to twelve digits. After you change the code, record the new one in a secure location and limit the number of people you entrust with the code. You edit the Mgr security code from the Security Options screen.For details, see “Editing the manager security code” on page 26.12 Back up the system configuration data to an SD memory card. You can do this from the Diagnostics & Utilities screen by selecting Back up to SD card. When you create a backup, the system’s databases are copied to the SD memory card located in the handheld’s expansion card slot. Should the need arise, those databases can then be restored to the handheld (see “Restoring data” on page 111). This can spare you from having to recreate all of the categories, serving sizes, containers, and reports you just created.For details, see “Backing up data” on page 110.Configuring peripheral systems and devicesIf you would like to print BarVision reports directly from your handheld computer, you need to adjust BarVision’s default printer options. Similarly, if more than one BarVision system is installed in your place of business, you need to configure each Palm® handheld for use in a multiple-system environment.Configuring printersThe BarVision for Palm OS® software enables you to print directly from your Palm® handheld computer via network or IR (infrared) connection. To print to a network printer, you must have access to a properly configured wireless network, and your Palm® handheld must be equipped to access that network (typically using Wi-Fi technology). Infrared printing requires a printer equipped with an IrDA-compliant infrared port.Configuring an infrared printer If your printer is equipped with an IrDA-compliant infrared port, you can send BarVision report information directly to the printer from your Palm® handheld computer. To do so, you need to configure the BarVision software for infrared printing.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To configure an infrared printer:1Choose Mgr > Setup > Options to display the Options screen.Options screen, Printer selected2In the option list, tap Printer, and then tap Select to display the Printer Options screen.

17BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersPrinter Options screen3Tap th e Printer type field to display the Select Printer Type screen.Select Printer Type screen, Letter selected4Select a printer type from the list. If your printer is a standard 8½" by 11" printer, tap Letter. If your printer is a roll-fed receipt printer, tap Receipt.5Tap Select. The chosen printer type is assigned and now appears in the Printer type field on the Printer Options screen.6Tap th e Connection field to display the Select Connection Type screen.Select Connection Type screen, IrDA selected7Tap IrDA in the connection type list to select it.8Tap Select. The chosen connection type is assigned and now appears in the Connection field on the Printer Options screen.9Turn the printer on if it is not already.10 Be sure the IR port of your handheld is aligned directly opposite to, and within a few inches of, the infrared port of your printer, and then tap Print Test Page.11 The Ready to Print screen is displayed. Tap Continue to print the test page.Ready to Print screen12 After the test page has printed, do one of the following:

CHAPTER 218Installing the BarVision SoftwareDraft for Reseller Review OnlyNot for Distribution to End Users• If you printed to a Letter type printer, verify that the last number printed at the bottom left-hand side of the page is 60. If it is not, adjust the Lines per page value on the Printer Options screen by following the instructions provided on the test page.• If you printed to a Receipt type printer, verify that the last number printed at the top right-hand side of the page is 0 (the fortieth digit). If it is not, adjust the Columns value on the Printer Options screen by following the instructions provided on the test page.If you experience any problems while attempting to print, see “Printing problems” on page 119.13 Tap Save to store your changes and return to the Options screen.Configuring a wireless network printer If your Palm® handheld computer is equipped with the appropriate wireless communications capabilities, you can use it to connect to your wireless network and print to any available network printer. To do so, you need to establish a connection to your network and configure the BarVision software for network printing.For information on establishing a wireless connection to your network, refer to the documentation that accompanied your handheld.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To configure a wireless network printer:1If you have not already done so, establish a connection to your wireless network. For details, refer to the documentation that accompanied your Palm® handheld computer.2Choose Mgr > Setup > Options to display the Options screen.Options screen, Printer selected3In the option list, tap Printer, and then tap Select to display the Printer Options screen.Printer Options screen4Tap th e Printer type field to display the Select Printer Type screen.

19BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersSelect Printer Type screen, Letter selected5Select a printer type from the list. If your printer is a standard 8½" by 11" printer, tap Letter. If your printer is a roll-fed receipt printer, tap Receipt.6Tap Select. The chosen printer type is assigned and now appears in the Printer type field on the Printer Options screen.7Tap th e Connection field to display the Select Connection Type screen.Select Connection Type screen, Network (LPR) selected8Tap Network (LPR) in the connection type list to select it.9Tap Select. The chosen connection type is assigned and now appears in the Connection field on the Printer Options screen.10 Tap th e Name/address text box and enter either the printer name or the IP address of the printer you want to print to.Your network’s configuration determines whether a printer name or an IP address must be entered. Consult your network administrator.11 Tap th e Printer/queue text box and enter the name of either the printer or the queue you want to print to.Your network’s configuration determines whether a printer or queue name must be entered. Consult your network administrator.12 Turn the printer on if it is not already.13 Tap Print Test Page. The Ready to Print screen is displayed.Ready to Print screen14 Tap Continue to print the test page.15 After the test page has printed, do one of the following:• If you printed to a Letter type printer, verify that the last number printed at the bottom left-hand side of the page is 60. If it is not, adjust the Lines

CHAPTER 220Installing the BarVision SoftwareDraft for Reseller Review OnlyNot for Distribution to End Usersper page value on the Printer Options screen by following the instructions provided on the test page.• If you printed to a Receipt type printer, verify that the last number printed at the top right-hand side of the page is 0 (the fortieth digit). If it is not, adjust the Columns value on the Printer Options screen by following the instructions provided on the test page.If you experience any problems while attempting to print, see “Printing problems” on page 119.16 Tap Save to store your changes and return to the Options screen.Editing the Terminal IDIf more than one BarVision system is to be installed in your business (or if you are adding another one), you need to pair each handheld computer with a specific data receiver and maintain that pairing. You can do this by setting each handheld computer’s Te r mi na l ID security option to a unique number and then labeling each data receiver with the number you assigned to its corresponding handheld. You can choose any unique number between 0 and 99. A separate BarVision system is typically installed at each bar area. But only the Palm® handheld used to configure a container can be used to download the information collected for that container by the data receiver. The Te r m i n a l I D value on the Security Options screen enables you to uniquely identify each handheld. This helps ensure that its association with a particular data receiver can be easily maintained.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To set the Terminal ID value:1Choose Mgr > Setup > Options to display the Options screen.Options screen, Security selected2In the option list, tap Security, and then tap Select to display the Security Options screen.Security Options screen, Te r m i n a l I D selected for editing3Drag (or double-tap) to select the current Ter m i na l ID. The value should appear selected, as does 0 in the figure above.4Enter a new Te r m i n a l I D value. Permissible values are from 0 to 99.5Tap Save to store your changes and return to the Options screen.

21Draft for Reseller Review OnlyNot for Distribution to End UsersChapter 3: Understanding the BarVision for Palm OS® Softwaresing BarVision requires you to interact with the BarVision for Palm OS® software by way of a Palm® handheld computer. This chapter provides tips for entering text, making selections, and navigating in the BarVision for Palm OS® software using your handheld. It also includes discussion of essential elements of the software, such as the Activity screen, Event Detail screen, and common on-screen controls. In addition, this chapter includes an overview of the software’s organization. It contains the following sections:• “Using a Palm® handheld” on page 21• “Starting BarVision for Palm OS®” on page 22• “About the Activity screen” on page 23• “Navigating the BarVision software” on page 25• “Viewing event details” on page 28• “Exiting BarVision for Palm OS®” on page 35Using a Palm® handheldThis section provides tips for using your Palm® handheld computer with the BarVision for Palm OS® software. If you have not already installed the BarVision software, please refer to the BarVision Hardware Installation Guide. If you have not yet famil-iarized yourself with the basic functionality of your handheld, please refer to the User Guide which accom-panied your hardware.Using the handheld’s serial cableAfter you have properly set up and configured the BarVision system, you should generally leave your Palm® handheld attached to the serial cable that connects it to the data receiver. The serial cable provides the handheld with both a power source and a data connection so that it can collect any transmissions received by the data receiver. When your handheld is properly attached to the data receiver, its battery should charge and communication between the data receiver and the BarVision for Palm OS® software should be automatically intiated.Temporarily disconnecting your Palm® handheld from the serial cable will not disrupt the system’s data collection activities. All the BarVision wireless pour spouts will continue to track pours and broadcast information to the active antennas. The antennas, in turn, will continue to relay information to the data receiver. And, finally, the data receiver will continue to gather and store the data transmissions passed on by the active antennas. When you reattach the handheld computer to the serial cable that connects it to the data receiver, all of the stored transmissions are collected from the data receiver by the handheld and appear as event records on the Activity screen.The BarVision Model RCV-101 data receiver has a storage limit of 6,144 event records. If more than that number of events occur, systemwide, before communications are restored between the handheld and the data receiver, the data receiver’s storage limit will be exceeded and information will be lost.Using the stylus to navigate, scroll, and selectLike using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done. You tap the handheld screen to perform a number of operations, such as:• Navigating from one BarVision screen to another• Selecting or reordering the items in a list• Choosing commands• Selecting options in dialog boxesU

CHAPTER 322Understanding the BarVision for Palm OS® SoftwareDraft for Reseller Review OnlyNot for Distribution to End UsersTo tap, you press the screen of the handheld with the stylus tip and then lift it back up. To double-tap, perform the same procedure two times in rapid succession. To triple-tap, do it three times. A double-tap enables you to select a word or number so that it can be edited. Triple-tapping enables you to select an entire line of text for editing. The procedures in the remaining sections of this guide frequently refer to these actions.Just as you can drag the mouse to select text or move objects on your computer, you can also drag the stylus to select text or activate the scroll arrows of any scrol-lable list. To drag, you press the stylus on the handheld’s screen and then move across, up, or down the screen without lifting the stylus tip.Entering text and numbersYou can quickly enter text or numbers in the BarVision for Palm OS® software using your handheld’s stylus. Some of BarVision’s data entry fields allow you to enter both text and numbers. Generally, these fields are the ones that enable you to name newly created items, such as categories, containers, and reports. But a vast majority of BarVision’s fields—such as Container size, Expected pour rate, Ter mi n a l ID , and Mgr security code—permit numeric entries only. When editing these fields, only numeric values are allowed.Note: The BarVision for Palm OS® software does not allow the entry of special characters (such as, !@#$%*<>?).Starting BarVision for Palm OS®After you have properly installed the BarVision for Palm OS® software, the program launches and continues to run until you intentionally exit (see “Exiting BarVision for Palm OS®” on page 35). Nuvo Technologies, Inc. recommends that you not exit the BarVision for Palm OS® program except to install an updated version of the software or perform a HotSync® operation. This is to help eliminate the possibility of accidental data loss.If you do exit the BarVision for Palm OS® software, you will have to manually launch the program to use it again. You start BarVision for Palm OS® just as you would any other Palm OS® application—by tapping its icon.Note: The following procedure assumes that the BarVision for Palm OS® software is currently installed on your handheld. If it is not, refer to the BarVision Hardware Installation Guide.To start BarVision for Palm OS®:1Press or tap Home on your Palm® handheld to display the Applications View.Applications View2Tap the BarVision for Palm OS® software icon.BarVision for Palm OS® icon3The BarVision splash screen will be momentarily displayed as the system initializes each of its databases.

23BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersBarVision for Palm OS® splash screen4After the system initialization is complete, the Activity screen will be displayed and the system will be ready for you to use once again.Activity screenAbout the Activity screenThe Activity screen is BarVision’s default starting point and the place from which all the system’s functions can be accessed. From this screen you can see event records added to the activity list in real time, view the status of defined containers, run public reports, and access management setup and configuration functions.The following graphic symbols and controls appear on the Activity screen.Table 1: Activity screen buttons and iconsButton/IconFunctionThe Handheld battery level icon indicates the current charge of the handheld’s bat-tery. The handheld battery charges when the Palm® handheld is properly connected to a powered data receiver.The Connected icon indicates that the handheld computer is properly connected to, and communicating with, the data receiver.The Disconnected icon indicates that the handheld computer is not communicating with the data receiver. For troubleshooting information, see “Data receiver problems” on page 117.The Data receiver AC power icon indicates that the data receiver is being powered by an electrical outlet via its AC power adapter.The Data receiver battery level icon indi-cates the current charge of the data receiver’s batteries. This icon only appears when the data receiver is being powered by the installed batteries. If this icon appears, check the AC power adapter’s connections.The Mgr button navigates to the Manager Functions screen. This screen provides access to system setup and configuration functions and typically requires a security code to access.The Detail button navigates to the Event Detail screen. This screen provides in-depth information about the event record selected on the Activity screen. This information can be useful for troubleshooting or diagnostic purposes. For information, see “Viewing event details” on page 28.

CHAPTER 324Understanding the BarVision for Palm OS® SoftwareDraft for Reseller Review OnlyNot for Distribution to End UsersA large portion of the Activity screen is dedicated to the event record list. This scrollable list of up to thirty thousand records provides a real-time display of every recordable event that occurs to each of the BarVision system components. For example, each time a drink is poured from a container equipped with a BarVision pour spout or the Palm® handheld is attached to or detached from the serial cable that connects it to the data receiver, a new event record appears in the list.Activity screen, 1.10 Well Gin event record selectedThe event record list provides bartenders with a valuable resource. They can use the list as a memory aid should they ever lose track of what drinks have been poured. They can use the pour size information to help them regulate their pour counts in an effort to achieve consistent pour volumes. And they can use the event record list information to verify that every drink they poured resulted in a point-of-sale or register trans-action.The following list identifies each of the events that are recorded on the Activity screen:• Establishing communications between the BarVision for Palm OS® software and the data receiver. (For more information, see “Receiver connected” on page 29.)• Disrupting communications between the BarVision for Palm OS® software and the data receiver. (For more information, see “Receiver disconnected” on page 29.)• Elapsing of the period set for the time marker interval. (For more information, see “Time marker” on page 29.)• Attaching a wireless pour spout to a container. (For more information, see “Container open” on page 31.)• Removing a wireless pour spout from a container. (For more information, see “Container empty” on page 31.)• Pouring from a container equipped with a wireless pour spout. (For more information, see “Container pour” on page 32.)• Moving a container equipped with a wireless pour spout outside the system’s transmission range for a duration longer than the value set for the Report missing after container option. (For more infor-mation, see “Container missing” on page 32.)• Returning a container equipped with a wireless pour spout into the system’s transmission range. (For more information, see “Container found” on page 33.)The Status button navigates to the Con-tainer Status screen. This screen provides information about the container (if any) associated with the event record selected on the Activity screen. The Container Status screen typically requires a security code to access and enables you to conduct a spot check of open containers. For information, see “Viewing container status information” on page 67.The Reports button navigates to the Public Reports screen. Public reports can be run, viewed, and printed from this screen with-out entering a security code. For informa-tion, see “Running public reports” on page 92.Button/IconFunction

25BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Users• Manually adjusting the value for either a container’s current volume of liquid or current weight. (For more information, see “Container variance” on page 33.)• Generating more events for a single container than the pour spout’s tag is capable of storing, while that container is outside the system’s wireless trans-mission range. (For more information, see “Events lost” on page 34.)For information about viewing the details for a specific event record, see “Viewing event details” on page 28.Navigating the BarVision softwareTo help you use BarVision more effectively, this section describes the organization of the BarVision for Palm OS® software. All navigation begins from the Activity screen. It provides access to every other screen. Occasionally, such access is security code protected.Software screen hierarchyThe following chart identifies the navigation path you must follow to access each of the BarVision for Palm OS® software screens.BarVision for Palm OS® software screen hierarchy—shaded boxes identify screens that are typically security code protectedActivityManagerFunctionsCategoriesContainersDiagnostics &UtilitiesSetupReportsPublic ReportsContainerStatusEvent DetailSecurityOptionsPrinter OptionsJournal OptionsContainerOptionsOptionsServing SizesContainerHistory ReportHardwareMaintenance

CHAPTER 326Understanding the BarVision for Palm OS® SoftwareDraft for Reseller Review OnlyNot for Distribution to End UsersAbout security codesIn its standard configuration, the BarVision for Palm OS® software limits access to system setup and configu-ration functions. These capabilities can only be accessed from the Manager Functions screen—which can typically only be viewed by entering the manager security code. This protects your categories, serving sizes, containers, and reports from inadvertent or unauthorized changes and deletion. In addition, it provides a way to limit access to confidential business data.On a typically configured system, only three of the BarVision for Palm OS® software screens can be viewed without entering the manager security code:• The Activity screen (see “About the Activity screen” on page 23)• The Event Detail screen (see “About the event types” on page 29)• The Public Reports screen (see “About reports” on page 79)Entering the manager security code Attempting to access any of the other software screens will require you to enter the manager security code.Note: If the manager security code has been disabled (by clearing the Mgr Security Code text box on the Security Options screen), the Enter Security Code screen will not be displayed during the following procedure.To enter the manager security code:1The manager security code is only requested when you attempt to access a security code protected screen. You can do so by performing any one of the following actions:•Tap Mgr.• Select any container-related event record in the Activity screen’s event record list, and then tap Status.2The Enter Security Code screen will be displayed. Tap the appropriate keys to enter the numeric sequence of your security code, and then tap Enter.Enter Security Code screen3One of the following two things will occur:• If the security code you entered is correct, the system will display the screen you attempted to access.• If the security code you entered is incorrect, a message will display indicating this fact. Tap OK and return to step 2.Editing the manager security code The Mgr security code field on the Security Options screen displays the current manager security code. By default, the manager security code is disabled (that is, the field is blank). Be sure to enable the security code by entering a combi-nation of digits. Then record the new code in a secure location and limit the number of people you entrust with it. Permissible values for a security code include any numeric sequence of up to twelve digits.Note: Performing the following procedure typically requires the manager security code.To edit the manager security code:1Choose Mgr > Setup > Options to display the Options screen.

27BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersOptions screen2In the option list, tap Security, and then tap Select to display the Security Options screen.Security Options screen, Mgr security code selected for editing3Drag (or double-tap) to select the current Mgr security code (if any). The value should appear selected, as does 1234 in the figure above.4Enter a new security code value.Clearing the Mgr security code field disables this security feature. This may be useful during system installation and configuration. However, Nuvo Technol-ogies, Inc. discourages you from operating the system on a continuing basis without a security code in place.5Tap Save to store your changes and return to the Options screen.Common on-screen controlsThe BarVision for Palm OS® software employs several standardized on-screen controls. These controls perform consistent functions regardless of the screen on which they are located. Each of the standard controls is identified in the table below and presented alongside a definition of the function that it performs.Table 2: Functions of on-screen controlsControl FunctionTap Add to add new system items includ-ing categories, serving sizes, containers, and reports.Tap Delete to delete system items includ-ing categories, serving sizes, containers, and reports.Tap Detail to view and edit detailed con-figuration information for system items including categories, serving sizes, con-tainers, and reports.Tap Move up to shift an item up in any list that permits reordering.Tap Move down to shift an item down in any list that permits reordering.Drag the Scroll arrows to cause the con-tents of a displayed list or other scrollable field to move up or down the handheld’s screen in order to view additional items.Tap <Back to return to the previously viewed screen without saving any of the changes you may have made.

CHAPTER 328Understanding the BarVision for Palm OS® SoftwareDraft for Reseller Review OnlyNot for Distribution to End UsersViewing event detailsYou might want to view detailed information or communication-related data for one of the event records that appears in the Activity screen’s event list. The Event Detail screen enables you to do so. This screen provides event-specific data such as the date and time at which the event occurred. This screen can also be useful for troubleshooting or diagnostic purposes. The amount and type of information provided on the Event Detail screen depends on the type of event record selected in the list. For information, see “About the event types” on page 29.To view event details:1In the Activity screen list, tap the event whose details you want to view. The event record should appear selected, as does 1.10 Well Gin in the figure below. If the event record whose details you want to view is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.Activity screen, 1.10 Well Gin event record selected2Tap Detail to display the Event Detail screen.Container Pour Event Detail screenNote: The amount and type of information provided on the Event Detail screen depends on the type of event record you selected in the Activity screen’s list. For more infor-mation, see “About the event types” on page 29.3Optionally, do either of the following:• To view details for the previous event record in the activity list, tap Prev.• To view details for the next event record in the activity list, tap Next.Tap Save to store any changes you have made and return to the previously viewed screen.Tap the Page selectors to display addi-tional pages of multipage screens. The number that appears selected indicates the page currently being viewed. In the example, page 1 is selected.Control Function

29BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Users4After you have finished viewing event record details, tap <Back to return to the Activity screen.About the event typesBarVision’s Activity screen can list up to thirty thousand event records of twelve different types. Some of these event types provide system information. They indicate whether or not the system’s components are communicating. Other event records provide container-related information. These identify pour, open, and empty container events, warn you when the communications with a container’s wireless pour spout are interrupted, and notify you when a container’s contents level is manually adjusted. The following sections describe each of the event record types in detail.Receiver connected The system records a Connected event when communications between the data receiver and the BarVision for Palm OS® software are established. This occurs when you connect the handheld’s serial cable to an operating data receiver, power up an already connected data receiver, or attach the handheld to a serial cable connected to an operating data receiver. The Event Detail screen for this type of event record provides the following infor-mation: the date and time communications were estab-lished, the identification number of the connected data receiver, and the number of events the data receiver has collected since it was last powered on.Receiver Connected Event Detail screenReceiver disconnected The system records a Disconnected event when communications between the data receiver and the BarVision for Palm OS® software are disrupted. This occurs when you disconnect the handheld’s serial cable from an operating data receiver, power down an already connected data receiver, or detach the handheld from a serial cable connected to an operating data receiver. The Event Detail screen for this type of event record provides the following information: the date and time communications were disrupted and the identification number of the data receiver that was disconnected.Receiver Disconnected Event Detail screenDepending upon the reason and the amount of time for which the data receiver is disconnected, there could be a possibility of data loss. If the data receiver is not operating and more than sixteen events occur for any single container, the transmitter tag’s storage limit will be surpassed and data will be lost. If the data receiver is still operational but disconnected and more than 6,144 systemwide events occur before communications are reestablished with the BarVision software, the data receiver’s storage limit will be exceeded and data will be lost.Time marker Time markers provide visual segmen-tation of the activity list, dividing events into chunks separated on the quarter-hour, half-hour, or hour. You can adjust the frequency with which time marker event records appear by modifying the value of the Add time

CHAPTER 330Understanding the BarVision for Palm OS® SoftwareDraft for Reseller Review OnlyNot for Distribution to End Usersmarker every field. This value can be set from the Security Options screen. The default system setting for this option is 30 min. Available settings are Never, 15 min, 30 min, and 60 min. The Event Detail screen for this type of event record provides the following information: the date and time the time marker was recorded.Time Marker Event Detail screenYou may want to change the value of the Add time marker every field to control the frequency with which time marker event records appear. Or, you may want to disable the time marker feature altogether.Note: Performing the following procedure typically requires the manager security code.To set the time marker interval:1Choose Mgr > Setup > Options to display the Options screen.Options screen2In the option list, tap Security, and then tap Select to display the Security Options screen.Security Options screen3Tap th e Add time marker every field to display the Select Time Marker Interval screen.

31BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersSelect Time Marker Interval screen, 30 min interval selected4Tap the time marker interval you want to assign. The value should appear selected, as does 30 min in the figure above.5Tap Select. The chosen value is assigned and now appears in the Add time marker every field on the Security Options screen.6Tap Save to store your changes and return to the Options screen.Container open Each time a BarVision pour spout is mounted on a container, the system records a container open event, such as: Well Gin Open. The Event Detail screen for this type of event record provides the following information: the date and time the wireless pour spout was attached to the container, the signal strength of the transmission that relayed the event, the container’s assigned name and location, the amount of time for which the pour spout was unattached, and the identification number of the wireless pour spout.Container Open Event Detail screenContainer empty Each time a BarVision pour spout is removed from a container, the system records a container empty event, such as: Well Gin Empty. The Event Detail screen for this type of event record provides the following information: the date and time the wireless pour spout was removed from the container, the signal strength of the transmission that relayed the event, the container’s assigned name and location, the total volume of all the pours from the container (additionally expressed as a percentage of the container’s total volume), the amount of time for which the wireless pour spout was attached to the container, the number of pours dispensed from the container, and the identification number of the wireless pour spout.

CHAPTER 332Understanding the BarVision for Palm OS® SoftwareDraft for Reseller Review OnlyNot for Distribution to End UsersContainer Empty Event Detail screenContainer pour Each time a serving is poured from a container equipped with a BarVision pour spout, the system records a container pour event, such as: 1.49Well Gin Tilt?. This event record indicates that a pour of 1.49 volumetric units was made from the Well Gin container. The word Tilt followed by a question mark will only appear if a pour was made at a lower than optimal (less than 135 degree) bottle tilt angle (see, “Pouring” on page 105). Because of the improper bottle tilt, the provided volume should be considered a rough approximation. The Event Detail screen for this type of event record provides the following information: the date and time the pour occurred, the signal strength of the transmission that relayed the event, the container’s assigned name and location, both the expected and actual volume of the pour, the duration of the pour (expressed in seconds), and the identification number of the container’s wireless pour spout.Container Pour Event Detail screenContainer missing Each time a container equipped with a BarVision pour spout is moved outside the system’s transmission range for a duration longer than the value set for the Report missing after container option, the system records a container missing event, such as: Well Gin Missing. The Report missing after interval can be set from page 1 of the Container Options screen (see “Editing container options” on page 63). The default system setting for this option is 15 minutes. The Event Detail screen for this type of event record provides the following information: the date and time the container was determined to be missing, the container’s assigned name and location, the time the data receiver last received an event trans-mission from the container, the time the data receiver last received a transmission of any sort from the container, and the identification number of the container’s wireless pour spout.

33BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersContainer Missing Event Detail screenContainer found When the data receiver receives a transmission from a container currently classified as missing, it generates a container found event, such as: Well Gin Found. The Event Detail screen for this type of event record provides the following infor-mation: the date and time the container was found, the signal strength of the transmission the data receiver received, the container’s assigned name and location, and the identification number of the container’s wireless pour spout.Container Found Event Detail screenContainer variance Any time you manually adjust a container’s Remaining %, vol., or wt. values (see “Editing container details” on page 61), the system records a container variance event, such as: 1.30Well Gin Var(-). You might want to directly edit these container values to add a partially empty bottle as a new container. For example, to add a half-empty bottle of vodka as a new container, you might weigh the bottle and then edit the wt. value to allow BarVision to accurately track the remaining contents. The Event Detail screen for this type of event record provides the following information: the date and time the container was edited, the container’s assigned name and location, the volume of the variance (a negative number indicates the container’s volume was manually decreased; a positive number indicates it was increased), and the identification number of the container’s wireless pour spout.Container Variance Event Detail screenSpout removed Any time you remove a pour spout and then press its recessed function button (see “Cleaning pour spouts” on page 106), the system records a spout removed event, such as: Well Gin Rmv. By pressing the recessed function button, you indicate to the BarVision software that you intend to reattach the pour spout to the bottle you just removed it from. This enables you to remove and reattach a pour spout from an active bottle without resetting any values for the container (such as the container’s current volume and weight). You might do this, for example,

CHAPTER 334Understanding the BarVision for Palm OS® SoftwareDraft for Reseller Review OnlyNot for Distribution to End Usersto clean the pour spout. Pressing the function button allows BarVision to accurately track the container’s remaining contents. The Event Detail screen for this type of event record provides the following infor-mation: the date and time the pour spout was removed, the container’s assigned product name and location, the container’s current volume, and the identification number of the container’s wireless pour spout.Note: When the spout is first removed from the bottle, the system assumes the container is empty and a container empty event is written to the activity list. After you press the spout’s recessed function button, the container empty event is replaced by a spout removed event.Spout Removed Event Detail screenSpout reattached When you reattach a pour spout, after removing it and pressing its recessed function button (see “Spout removed” on page 33), the system records a spout reattached event, such as: Well Gin Reattch. The system will resume monitoring the container from the point at which the pour spout was removed. That is, the system will use as a starting point all of the container values (such as volume, weight, number of pours, and so forth) that were applicable when the spout was detached. The Event Detail screen for this type of event record provides the following information: the date and time the pour spout was reattached, the container’s assigned product name and location, the amount of time the pour spout was off the container, and the identification number of the container’s wireless pour spout.Spout Reattached Event Detail screenEvents lost If a total of more than sixteen pour, open, or empty container events occur while a container is missing, the transmitter tag’s sixteen event data storage limit will be surpassed and data will be lost. This data loss is indicated by an events lost record in the activity list, such as: (3) Well Gin EvtLost. The numeral indicates the number of lost events. The Event Detail screen for this type of event record provides the following information: the date and time the system determined that events were lost, the container’s assigned name and location, the number of lost events, and the identification number of the container’s wireless pour spout.

35BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersEvents Lost Event Detail screenExiting BarVision for Palm OS®It may be necessary to exit the BarVision for Palm OS® program. For example, you might need to install an updated version of the BarVision software or perform a HotSync® operation.Temporarily exiting the BarVision for Palm OS® software will not disrupt the system’s data collection activities. All BarVision wireless pour spouts will continue to track pours and broadcast information to the active antennas. The antennas, in turn, will continue to transmit information to the data receiver. And, finally, the data receiver will continue to gather and store the data transmissions passed on by the antennas. After you restart the BarVision for Palm OS® software and reestablish communications with the data receiver, all of the stored transmissions will be downloaded from the data receiver to the handheld and appear as event records on the Activity screen.Depending upon the amount of time for which the BarVision for Palm OS® software and the data receiver do not communicate, there could be a possibility of data loss. If more than 6,144 systemwide events occur before the software is restarted and communications with the data receiver are restored, the data receiver’s storage limit will be exceeded and data will be lost.Nuvo Technologies, Inc. recommends that you not exit the BarVision for Palm OS® program except to install an updated version of the software or perform a HotSync® operation. This is to help eliminate the possi-bility of accidental data loss.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To exit BarVision for Palm OS®:1Choose Mgr to display the Manager Functions screen.Manager Functions screen2Tap Exit BarVision to quit the BarVision for Palm OS® program and display the Applications View.

CHAPTER 336Understanding the BarVision for Palm OS® SoftwareDraft for Reseller Review OnlyNot for Distribution to End UsersApplications View

CHAPTER 438Working with CategoriesDraft for Reseller Review OnlyNot for Distribution to End UsersCategories screenIf possible, make all category changes before adding containers. This will ensure that the categories you intend to use are available for selection when you define new containers (see “Adding containers” on page 51). This can eliminate the necessity of having to individually recategorize containers later on.Adding categoriesBarVision ships preconfigured with four defined categories: Well, Call, Premium, and Top Shelf. But the software can store and track as many as one hundred different categories.You may want to add additional categories to align the BarVision software with the particular liquor price categories your establishment uses. You may also want to add categories to track the usage of nonalcoholic beverages.For example, if your establishment makes a distinction between premium and superpremium liquors, and prices those items differently, you might want to add a SuperPremium category. Or, if you decide to track the consumption of juices and mixers by pouring those items using BarVision wireless pour spouts, you might want to add both Juices and Mixers categories.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To add a category:1Choose Mgr > Setup > Categories to display the Categories screen.Categories screen2Tap Add ( ) to display the New Category screen. The Category name text box will contain the insertion point (cursor).New Category screen3Enter a name for the new category (up to fifteen characters in length) in the Category name text box.4Tap Save to store your changes and return to the Categories screen.

39BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersEditing categoriesYou can modify each category in the category list. For example, you can rename categories to match the names your establishment uses. You can also reorder the category list to suit your needs: from least to most expensive, alphabetically, or however you choose. Modifying the order of the categories also rearranges the order in which the category information will appear on your reports.Renaming categoriesYou may want to rename a category to make it more accurately reflect your establishment’s naming conven-tions. For example, if your establishment refers to its most expensively priced liquor as Top Grade rather than Top Shelf, you can rename the Top Shelf category to match your establishment’s terminology.When you rename a category, every container assigned to that category assumes the new, modified category name. In addition, all of the journal event records associated with those containers take on the new category name. These recategorized containers and events will be listed on all subsequent reports under the modified category designation.The software permits category names of up to fifteen characters in length.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To rename a category:1Choose Mgr > Setup > Categories to display the Categories screen.Categories screen, Premium category selected2In the category list, tap the category you want to rename. The category should appear selected, as does Premium in the figure above. If the category you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display the Category Detail screen.Category Detail screen, Category name selected for editing4Drag (or triple-tap) to select the current Category name, and then enter a new one (up to fifteen characters in length).5Tap Save to store your changes and return to the Categories screen.

CHAPTER 440Working with CategoriesDraft for Reseller Review OnlyNot for Distribution to End UsersReordering categoriesYou may want to reorder the categories. By doing so, you can rearrange the order in which category infor-mation appears on your reports. For example, you might want to reorder the categories so that Premium appears at the top of the category list. This reordering would also place the Premium category data at the top of any report containing category-related information.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To reorder categories:1Choose Mgr > Setup > Categories to display the Categories screen.Categories screen, Premium category selected2In the category list, tap the category you want to reorder. The category should appear selected, as does Premium in the figure above. If the category you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Do one of the following:• To shift the selected category up in the list, tap Move Up ( ). Tap as many times as necessary to properly position the category.• To shift the selected category down in the list, tap Move Down ( ). Tap as many times as necessary to properly position the category.4If necessary, repeat steps 2 and 3 to reorder any additional categories.Deleting categoriesYou may want to delete unused or unwanted categories. This can simplify the container editing procedure by limiting the number of available category selections. Eliminating unused categories can also help minimize the chance of accidentally miscategorizing containers during system configuration or operation.For BarVision to function properly, at least one category must exist. For that reason, if only a single category remains, the software will not allow you to delete it.If you choose to delete a category that containers are assigned to, you will be prompted to reclassify those containers under another category before the deletion takes place. During this process, all of the journal event records associated with those containers will also be reclassified. These recategorized containers and events will be listed on all subsequent reports under their newly assigned category name.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To delete a category:1Choose Mgr > Setup > Categories to display the Categories screen.

41BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersCategories screen, Premium category selected2In the category list, tap the category you want to delete. The category should appear selected, as does Premium in the figure above. If the category you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Delete ().4One of the following two Confirmation screens will be displayed:• If no containers have been assigned to the category you chose to delete, a Confirmation screen similar to the one below will be displayed. Proceed to step 5.Category deletion Confirmation screen for an unused category• If containers have been assigned to the category you chose to delete, a Confirmation screen similar to the one below will be displayed. Select a category to assign to the affected containers by tapping the Drop-Down List Arrow ( ) and selecting a category from the list. Proceed to step 5.Category deletion Confirmation screen for a used category5Tap Yes to delete the category and return to the Categories screen.

CHAPTER 442Working with CategoriesDraft for Reseller Review OnlyNot for Distribution to End Users

CHAPTER 546Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End Usersfrom the preset list when adding a new container, this value will automatically be set. Otherwise, this field will be empty. To edit, enter a value in the unit of weight of your choice. Permissible values are from 0.000 to 9999.999.Empty weight and Unit weight values must be entered in the same unit of measure.Unit weight This field indicates the weight of one volumetric unit of the liquor, wine, or other beverage in the container. For example, if you choose to enter volumes in fluid ounces, the Unit weight should represent the weight of one fluid ounce of the liquid (typically, about 0.95 ounces for eighty-proof liquor). If you prefer to enter volumes in metric units, set the Unit weight equal to the weight of one milliliter of the liquid (typically, about 0.95 grams for eighty-proof liquor). The most common Product names are already associated with a Unit weight value. If you select one of these Product names from the preset list when adding a new container, this value will automatically be set. To edit, enter a value in the unit of weight of your choice. Permissible values are from 0.000 to 9999.999.Empty weight and Unit weight values must be entered in the same unit of measure.Expected pour rate The average pour rate of the pour spout type being used. The Expected pour rate value is used to calculate the amount of liquor a bartender expected to dispense when pouring a drink (based on the average pour rate of the type of pour spout that is used, as opposed to the specific pour spout on the container). This value is then displayed on the system’s Activity screen to give feedback to bartenders about how accurately and consistently they are timing their pours. For more information, see “Understanding pour rates” on page 7.When you add a new container, this field’s value is automatically set to the Default pour rate value (see “Default pour rate” on page 47). To edit, enter a volume-based flow rate value in the unit of volume of your choice per second. Permissible values are from 0.100 to 999.999.Actual pour rate The Actual pour rate accounts for many of the factors that cause the pour rate of a specific pour spout to vary from the average (or expected). These factors include such variables as the viscosity of the liquor, the temperature, and the barometric pressure. BarVision uses this value to calculate how much liquor was actually poured from a specific pour spout during a particular pour for purposes of tracking inventory usage. For more infor-mation, see “Understanding pour rates” on page 7.When you add a new container, this field’s value is automatically set to the Default pour rate value (see “Default pour rate” on page 47). To edit, enter a volume-based flow rate value in the unit of volume of your choice per second. Permissible values are from 0.100 to 999.999.Container optionsWhen you add a new container to BarVision, several of the container details (defined above) are initially set to default values. You may want to adjust these defaults. For example, you may need to standardize them to your preferred unit of measure. You can do this from the pages of the Container Options screen. To access page 1 of the Container Options screen, choose Mgr > Setup > Options > Containers > Select.

47BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersPage 1 of the Container Options screenTo access page 2 of the Container Options screen, tap 2 ().Page 2 of the Container Options screenThe following sections explain the function of each setting provided on the pages of the Container Options screen. Any changes you make to the three default container options (Default container size, Default Shape, and Default pour rate) will only affect the containers you add to the system from that point forward. Existing containers are not affected by changes made to the default container options. By contrast, all of the other settings on the Container Options screen will affect not only containers added in the future but also all current containers. In other words, editing those items sets the value of the option for the entire system.Default container size This is the default value automatically assigned to a new container’s Container size field (see “Container size” on page 45). This default value should be set to the volume of liquid your containers typically hold at capacity. The preset system value for this option is 33.81 (the volume, expressed in U.S. fluid ounces, of a one liter bottle). To edit, enter a value in the volumetric unit of your choice. Permissible values are from 0.10 to 9999.99.Default shape This is the default value automatically assigned to a new container’s Shape field (see “Shape” on page 44). This value should be set to the number on the Bottle Shape Graphic Contact Sheet that corre-sponds to the bottle shape graphic you want to use as a default. Each number corresponds with one of the unique bottle shape graphics used to portray bottles on the Container Status screen (see “Viewing container status information” on page 67).The Default shape value is only used if the Product name (see “Product” on page 44) you assign to the container is not associated with a bottle shape graphic. For example, you might assign a generic name like Well Gin to a container instead of choosing one of the defined names from the product list. In that case, the Default shape will be used as the bottle shape graphic for that container on the Container Status screen. The default system value for this option is 0 (which displays no bottle image).Default pour rate This is the default value automati-cally assigned to a new container’s Expected pour rate (see “Expected pour rate” on page 46) and Actual pour rate fields (see “Actual pour rate” on page 46). These values are then used to estimate both an expected and an actual pour size each time a bartender pours a drink. This value is set to the average dispense rate for BarVision pour spouts. For more information, see “Understanding pour rates” on page 7.The default system value for this option is 0.614 (the average flow rate, expressed in U.S. fluid ounces per second, of a standard BarVision pour spout). To edit,

CHAPTER 548Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End Usersenter a flow rate value in the unit of volume of your choice per second. Permissible values are from 0.100 to 999.999.Underyield This option defines the percentage at which a bottle’s yield is considered unacceptably low and the container is flagged as irregular. For example, if the Underyield value is set to 95.0 percent and the accumulated volume of the pours from a 33.81 fluid ounce bottle is less than 32.11 fluid ounces, the yield is considered exceptionally low and the container desig-nated as irregular (see “Irregular Empty Containers” on page 82). A low container yield might indicate that the pour spout was removed before the container was emptied, that the container was not full when the pour spout was attached, that the container’s Actual pour rate was not accurately set, or that the container was tampered with. The default system value for this option is 95.0. Permissible values are from 0.0 to 500.0 percent.Overyield This option defines the percentage at which a bottle’s yield is considered unusually high and the container is flagged as irregular. For example, if the Overyield value is set to 120.0 percent and the accumulated volume of the pours from a 33.81 fluid ounce bottle is more than 40.56 fluid ounces, the yield is considered exceptionally high and the container designated as irregular (see “Irregular Empty Containers” on page 82). An exceptionally high container yield might indicate that the container was not returned to an upright position immediately after it was emptied on the last pour, that several pours from the container were made at an improper bottle tilt angle, that the container’s Estimated pour rate was not accurately set, or that the container was tampered with. The default system value for this option is 120.0. Permissible values are from 0.0 to 500.0 percent.Jitter level This option specifies the value BarVision uses to determine whether to classify a bottle tilt event as a pour or an accidental jitter. If a container is tilted past ninety degrees but does not remain so for a duration longer than the amount of time represented by the Jitter level, the system designates the motion inadvertent and no container pour event (see “Container pour” on page 32) is recorded. The Jitter level is expressed in sixteenths of a second. As a result, if the Jitter level is set to 8 and the container is tipped for less than one-half of a second (8e16), the system assumes the container’s motion accidental and no pour is recorded. The default system value for this option is 6. Permissible values are from 0 to 16 sixteenths of a second.Report missing after This option defines the amount of time the system can go without receiving a signal from a container’s wireless pour spout before the system classifies the container as missing. At that point, a container missing event record appears in the activity list (see “Container missing” on page 32). For example, if Report missing after is set to 5 and a container is taken outside of the system’s wireless range for six minutes, the system will record a container missing event in the activity list. When the system next hears from that missing container, the system records a container found event in the activity list (see “Container found” on page 33). The default system value for this option is 15. Permissible values are from 1 to 200 minutes.Pour delay This option specifies the values used to compensate for the delay between tipping a container and dispensing liquid from the pour spout. This allows BarVision to more accurately estimate the amount of liquor dispensed during a pour. This delay results from the time it takes for the fluid to travel down the neck of the bottle and out the spout. The delay varies depending upon the volume of liquid in the container: the fuller the bottle, the shorter the delay and vice versa. For that reason, the BarVision system defines separate delays for several different percentages of container volume: 100, 80, 60, 40, and 20. If the bottle is between 100 and 81 percent full, the 100 Pour delay value is in effect. If the bottle is between 80 and 61 percent full, the 80 Pour delay value is used. And so on. The default system values for this option are 0.20, 0.25, 0.30, 0.35, and 0.40 seconds (from 100 to 20 percent, respectively). These values have been derived and optimized through exhaustive testing, and Nuvo Technologies, Inc. strongly recom-mends that they not be altered. Permissible values are from 0.00 to 64.00 seconds.

49BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersImproper pour time limit This option defines the maximum amount of time a container may spend at a greater than 90 but less than 135 degree bottle tilt angle during a pour. If this limit is surpassed, the pour is classified as improper. This value functions to ensure that bartenders tilt bottles quickly when they pour (and also that they return bottles quickly to an upright position). For example, assume that the Improper pour time limit is set to 0.50 seconds. If it takes the bartender 0.26 seconds to invert the bottle from 90 to greater than 135 degrees, and 0.25 seconds to return the bottle from 135 to less than 90 degrees, the system classifies the pour as improper. The system identifies such pours as improper because quickly but smoothly inverting the bottle ensures an efficient pour and maximizes the accuracy of the pour sizes that BarVision reports. The default system value for this option is 0.75. Permissible values are from 0.00 to 64.00 seconds.Improper pour pour rate This option defines the pour rate percentage used to estimate the volume of liquor dispensed when, during a pour, the bottle is tilted at a greater than 90 but less than 135 degree angle. Until the bottle is fully inverted, the pour spout will not achieve its maximum flow. The Improper pour pour rate compensates for this decreased flow. It scales down the value of the container’s pour rates. This enables BarVision to more accurately estimate the amount of liquid dispensed during those times when the container is tilted at a less than optimal angle. The default system value for this option is 70.0. Permissible values are from 0.0 to 100.0 percent.Pour spout hardware detailsThe pages of the pour spout Hardware Detail screen provide detailed hardware and communication infor-mation for the wireless pour spout. This information can be useful for troubleshooting and diagnostic purposes. For example, you might want to view these screens to gauge the signal strength of the pour spout’s most recent communication with the data receiver, to ensure that the spout has not passed its expiration, or simply to view the date and time the data receiver last received a transmission from the pour spout. You can access page 1 of the pour spout Hardware Detail screen by choosing Mgr > Setup > Containers, selecting a container, and then tapping Spout.Page 1 of the pour spout Hardware Detail screenTo access page 2 of the pour spout Hardware Detail screen, tap 2 ().Page 2 of the pour spout Hardware Detail screenModel Displays the model number of the transmitter tag. This information is provided for identification and troubleshooting purposes.Serial ID Displays the factory programmed serial identification number of the BarVision transmitter tag. (For more information, see “Spout” on page 44.)

CHAPTER 550Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End UsersFirmware Displays the version number of the programming instructions stored in the transmitter tag’s read-only memory. This information is provided for troubleshooting and customer support purposes.Product Identifies the liquor, wine, or other beverage assigned to the container that the pour spout has been associated with. (For more information, see “Product” on page 44.)Location Displays the numeric value used to identify the place where the container is stored. (For more information, see “Location” on page 45.)Last heard Displays the date and time of the most recent communication the data receiver received from the transmitter tag. This information is provided for troubleshooting purposes.RF signal level Identifies the strength of the signal being received by the data receiver from the transmitter tag. Both the most recent and the average signal strength are displayed. This information is provided for troubleshooting purposes.Expires Indicates the number of days and pours remaining until the transmitter tag reaches its expiration. BarVision transmitter tags expire after a specified number of days or pours, whichever occurs first.Event # Indicates the last event number the system has registered from the transmitter tag. A transmitter tag increments this value each time it senses a pour, as well as each time it is attached to or removed from a container. The BarVision system uses this value for error-checking purposes and to ensure against data loss.Age Indicates the amount of time (in hours or days) the BarVision wireless pour spout has been attached to the current container. Each time the spout is removed from an empty bottle and attached to a new one this field’s value is reset to 0.Container status informationThe Container Status screen can assist you in the performance of a weight-based or visual inventory. It can also be used to conduct a random spot check of the bottles in your open stock. This screen provides a summary of vital statistics about the container (including its current volume, weight, number of pours, and age) along with a graphic representation of the bottle’s current fluid level. In addition, from this screen you can generate a printable container history report that details every event recorded for the container.You can access the Container Status screen in two ways: from the Activity screen by selecting an appro-priate event record in the activity list and then tapping Status; or by choosing Mgr > Setup > Containers, selecting the name of a container, and then tapping Status. A manager security code is typically required in both cases.Container Status screenPercent Indicates the estimated percentage of liquid remaining in the container. (For more information, see “Remaining %” on page 45.)Volume Indicates the estimated volume of liquid remaining in the container. (For more information, see “vol.” on page 45.)Weight Displays the current estimated weight of the container—that is, the weight of the bottle plus any remaining liquid. (For more information, see “wt.” on page 45.)

CHAPTER 552Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End UsersContainers screen2Tap Add ( ) to display page 1 of the New Container screen.Page 1 of the New Container screen3Tap th e Product field to display the Select a Product screen. The Enter text box will contain the insertion point (cursor).Select a Product screen4Select or enter a product name to assign to the container by doing one of the following:• Begin entering the name of the product in the Enter field until the appropriate item becomes selected in the scroll list. Then, tap the selection so that the complete product name displays in the Enter field.• Tap the name of the product in the scroll list. If the product you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.• Enter a product name in the Enter field.If possible, select one of the provided product names rather than entering a unique one. Many of the most common products are associated with predefined container values (such as Shape, Empty weight, and Unit weight) that will automatically be set for you.5Tap Select. The chosen product name is assigned to the container and now appears in the Product field on page 1 of the New Container screen.6Tap the Spout field to display the Select Pour Spout screen.

53BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersSelect Pour Spout screen7Do one of the following:• Attach the BarVision wireless pour spout you want to associate with the container to the mouth of the bottle.•Tap Add tag manually to display the New Tag screen.New Tag screenIn the Ta g ID text box, enter the identification number of the pour spout you want to associate with the container.8One of the following two things will occur:• If the pour spout you attach to the container (or whose identification number you enter) is not already associated with another container, page 1 of the New Container screen will be displayed. The Spout field will contain the pour spout’s identifi-cation number. Proceed to step 9.• If the pour spout you attach to the container (or whose identification number you enter) is already associated with another container, a pour spout selection Error screen similar to the one below will be displayed.Pour spout selection Error screenTap OK, remove the wireless pour spout from the bottle (if applicable), and then return to step 7.9Tap th e Category field to display the Select a Category screen.Select a Category screen10 In the category list, tap the name of the category you want to assign to the container. The category should appear selected, as does Well in the figure above. If the category you want to select is not

CHAPTER 554Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End Usersdisplayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.11 Tap Select. The chosen category is assigned to the container and now appears in the Category field on page 1 of the New Container screen.12 Edit the remaining page 1 container details (Shape, Cost, Location, Remaining %, vol., and wt.) as desired. To edit these container details, drag (or double-tap) to select the current value (if any), and then enter a new one.For information about the functions of these values, see “Container details” on page 43.13 Tap 2 ( ) to display page 2 of the New Container screen.Page 2 of the New Container screen14 Edit the page 2 container details (Container size, Empty weight, Unit weight, Expected pour rate, and Actual pour rate) as desired. To edit these container details, drag (or double-tap) to select the current value (if any), and then enter a new one.For information about the functions of these values, see “Container details” on page 43.Empty weight and Unit weight values must be entered in the same unit of measure.15 Tap Save to store your changes. One of the following two things will occur:• If the product name you selected is not currently assigned to a container at the specified location, the Containers screen will be displayed. The container list will now include the newly added container.• If the product name you selected is already assigned to a container at the specified location, a container addition Error screen similar to the one below will be displayed.Container addition Error screen—Tap OK to return to the Container Detail screen.— Edit either the container’s Product name or Location to a unique value. For example, to add a second container named Well Gin to a location where a Well Gin container already exists, modify the container’s Product name to a unique value (such as Well Gin B).—Tap Save to store your changes.Editing containersEach of the details provided on the pages of the Container Detail screen can be edited. For example, you can rename a container. You can disassociate the container from its currently assigned pour spout or associate the container with a new one. You can assign a container to a different category. You can modify its

55BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Userslocation or cost. And you can edit its size, weight, volume, or pour rates. In addition, you can change the systemwide container options. The remainder of this section contains detailed procedures that explain how to perform these modifications.This section contains the following editing procedures:• “Assigning a new product name to a container” on page 55• “Assigning a new pour spout to (or removing the current pour spout assignment from) a container” on page 57• “Assigning a new category to a container” on page 59• “Editing container details” on page 61• “Editing container options” on page 63Assigning a new product name to a containerIf you need to edit the product name assigned to a container, attempt to do so by selecting one of the provided product names rather than entering a unique one. Many of the most common products in the product list are associated with predefined container values (such as Shape, Empty weight, and Unit weight). When you select a name from the product list, all of the preset values associated with that name are automatically set for the container. Alternatively, if you edit the Product field by entering a new name (not choosing one from the list), all the other container settings will retain their currently assigned values.Assigning a new name to a container will also reassign each of the existing event records in the activity list associated with that container. This is done so that no pour information will be lost.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To assign a new product name to a container:1Choose Mgr > Setup > Containers to display the Containers screen.Containers screen, Well Gin container selected2Select a container to assign a new product name to by doing one of the following:• Put the data receiver in active listening mode by tapping Listen ( ) in the upper right-hand corner of the screen. With active listening mode enabled ( ), tilt the container until the appro-priate item becomes selected in the scroll list.• Begin entering the name of the container in the Lookup field until the appropriate item becomes selected in the scroll list.• Tap the name of the container in the scroll list. If the container you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display page 1 of the Container Detail screen.

CHAPTER 556Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End UsersPage 1 of the Container Detail screen4Tap th e Product field to display the Select a Product screen with the current product name selected for editing.Select a Product screen, product name selected for editing5Select or enter a new product name to assign to the container by doing one of the following:• Begin entering the name of the product in the Enter field until the appropriate item becomes selected in the scroll list. Then, tap the selection so that the complete product name displays in the Enter field.• Tap the name of the product in the scroll list. If the product you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.• Enter a product name in the Enter field.If possible, select one of the provided product names rather than entering a unique one. Many of the most common products are associated with predefined container values (such as Shape, Empty weight, and Unit weight) that will automatically be set for you.6Tap Select to assign the new product name to the container and return to page 1 of the Container Detail screen.7Tap Save to store your changes. One of the following two things will occur:• If the product name you selected is not currently assigned to a container at the specified location, the Containers screen will be displayed. The container list will now include the newly named container.• If the product name you selected is already assigned to a container at the specified location, a container edit Error screen similar to the one below will be displayed.Container edit Error screen—Tap OK to return to page 1 of the Container Detail screen.

57BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Users— Edit either the container’s Product name or Location to a unique value. For example, to add a second container named Well Gin to a location where a Well Gin container already exists, modify the container’s Product name to a unique value (such as Well Gin B).—Tap Save to store your changes.Assigning a new pour spout to (or removing the current pour spout assignment from) a containerYou may want to associate a new pour spout with a container. For example, you may need to do this if the pour spout is lost, expires, or malfunctions. Or you might want to disassociate a pour spout from its current container so that it can be used elsewhere. For example, you might want to move the pour spout from one seasonal product to another. Dissociating a pour spout from a container, or associating a different one with it, will not affect any existing events in the activity list that were recorded for the container.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To assign a new pour spout to (or remove the current pour spout assignment from) a container:1Choose Mgr > Setup > Containers to display the Containers screen.Containers screen, Well Gin container selected2Select the container to associate a new pour spout with (or disassociate the current pour spout from) by doing one of the following:• Put the data receiver in active listening mode by tapping Listen ( ) in the upper right-hand corner of the screen. With active listening mode enabled ( ), tilt the container until the appro-priate item becomes selected in the scroll list.• Begin entering the name of the container in the Lookup field until the appropriate item becomes selected in the scroll list.• Tap the name of the container in the scroll list. If the container you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display page 1 of the Container Detail screen.

CHAPTER 558Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End UsersPage 1 of the Container Detail screen4Tap the Spout field to display the Select Pour Spout screen.Select Pour Spout screen5Do one of the following:• To disassociate the current pour spout from the container, select Remove pour spout, physically remove the pour spout from the bottle, and then tap Select. Page 1 of the Container Detail screen will be displayed with the Spout field now empty. Proceed to step 8.• To associate a different pour spout with the container, select Attach different pour spout, physi-cally remove the pour spout from the bottle, and then tap Select. The Select Pour Spout screen will be displayed. Proceed to step 6.Select Pour Spout screen6Do one of the following:• Attach the BarVision wireless pour spout you want to associate with the container to the mouth of the bottle.•Tap Add tag manually to display the New Tag screen.New Tag screenIn the Ta g ID text box, enter the identification number of the pour spout you want to associate with the container.7One of the following two things will occur:

59BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Users• If the pour spout you attach to the container (or whose identification number you enter) is not already associated with another container, page 1 of the New Container screen will be displayed. The Spout field will contain the pour spout’s identifi-cation number. Proceed to step 8.• If the pour spout you attach to the container (or whose identification number you enter) is already associated with another container, a pour spout selection Error screen similar to the one below will be displayed.Pour spout selection Error screenTap OK, remove the wireless pour spout from the bottle (if applicable), and then return to step 6.8Tap Save to store your changes and return to the Containers screen.Assigning a new category to a containerYou may want to reassign a miscategorized container. Doing so will also reassign any existing event records in the activity list that are associated with the container. For example, if you discover that a Premium bottle of vodka has been mistakenly categorized as TopShelf, you can reassign it. During this process, each of the existing event records associated with that container, which were originally assigned to the TopShelf category, are reclassified as Premium.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To assign a new category to a container:1Choose Mgr > Setup > Containers to display the Containers screen.Containers screen, Well Gin container selected2Select the container to assign a new category to by doing one of the following:• Put the data receiver in active listening mode by tapping Listen ( ) in the upper right-hand corner of the screen. With active listening mode enabled ( ), tilt the container until the appro-priate item becomes selected in the scroll list.• Begin entering the name of the container in the Lookup field until the appropriate item becomes selected in the scroll list.• Tap the name of the container in the scroll list. If the container you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display page 1 of the Container Detail screen.

CHAPTER 560Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End UsersPage 1 of the Container Detail screen4Tap th e Category field to display the Select a Category screen.Select a Category screen, Well category selected5In the category list, tap the name of the category you want to assign to the container. The category should appear selected, as does Well in the figure above. If the category you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.Assigning a different category to a container will also reassign each of the event records in the activity list that are associated with that container.6Tap Select. The chosen category is assigned to the container and now appears in the Category field on page 1 of the Container Detail screen.7Tap Save to store your changes and return to the Containers screen.Assigning a new bottle shape to a containerYou may want to assign a new bottle shape graphic to a container. For example, you may have assigned a generic name like Well Gin to a container rather than having chosen one of the defined names from the product list. In that case, the Default shape value would have been assigned to the container’s Shape field and used to provide a bottle shape graphic for that container on the Container Status screen. But the graphic associated with the Default shape value may not accurately represent the shape of a specific bottle. In that case, you might want to review the Bottle Shape Graphic Contact Sheet, locate the graphic that most closely resembles the bottle, and assign that graphic’s ID number to the container’s Shape field. This will enable you to more accurately check the status of the container, providing you with the ability to compare the container’s contents level to BarVision’s graphic representation of the container’s level.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To assign a new bottle shape to a container:1Review the Bottle Shape Graphic Contact Sheet to locate the graphic that most closely resembles the bottle. Note the graphic’s ID number.2Choose Mgr > Setup > Containers to display the Containers screen.

61BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersContainers screen, Well Gin container selected3Select the container to assign a new bottle shape to by doing one of the following:• Put the data receiver in active listening mode by tapping Listen ( ) in the upper right-hand corner of the screen. With active listening mode enabled ( ), tilt the container until the appro-priate item becomes selected in the scroll list.• Begin entering the name of the container in the Lookup field until the appropriate item becomes selected in the scroll list.• Tap the name of the container in the scroll list. If the container you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.4Tap Detail ( ) to display page 1 of the Container Detail screen.Page 1 of the Container Detail screen, Shape selected for editing5Drag (or double-tap) to select the current Shape value, and then enter the ID number of the graphic selected in step 1.6Tap Save to store your changes and return to the Containers screen.Editing container detailsYou can change the detail settings for each individual container by editing the numeric values on the Container Detail screens. By altering the appropriate container details, you can:• Edit the container’s per-bottle cost• Change the container’s location• Modify the container’s current fluid level by editing the Remaining %, vol., or wt. fields• Configure the container’s size• Define the weight of the container when empty and the weight of one volumetric unit of the container’s contents• Adjust the container’s pour ratesFor more information about the functions of these settings, see “Container details” on page 43.

CHAPTER 562Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End UsersFor information about editing a container’s Product name, see “Assigning a new product name to a container” on page 55. For information about modifying a container’s Spout assignment, see “Assigning a new pour spout to (or removing the current pour spout assignment from) a container” on page 57. For information about editing a container’s Category, see “Assigning a new category to a container” on page 59. For information about editing a container’s Shape, see “Assigning a new bottle shape to a container” on page 60.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To edit a container’s details:1Choose Mgr > Setup > Containers to display the Containers screen.Containers screen, Well Gin container selected2Select the container whose details you want to edit by doing one of the following:• Put the data receiver in active listening mode by tapping Listen ( ) in the upper right-hand corner of the screen. With active listening mode enabled ( ), tilt the container until the appro-priate item becomes selected in the scroll list.• Begin entering the name of the container in the Lookup field until the appropriate item becomes selected in the scroll list.• Tap the name of the container in the scroll list. If the container you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display page 1 of the Container Detail screen.Page 1 of the Container Detail screen4Edit the page 1 container detail fields (Location, Cost, Remaining %, vol., and wt.) as desired. To edit these container details, drag (or double-tap) to select the current value (if any), and then enter a new one.For information about the functions of these values, see “Container details” on page 43.5Tap 2 ( ) to display page 2 of the Container Detail screen.

63BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersPage 2 of the Container Detail screen6Edit the page 2 container detail fields (Container size, Empty weight, Unit weight, Expected pour rate, and Actual pour rate) as desired. To edit these container details, drag (or double-tap) to select the current value (if any), and then enter a new one.For information about the functions of these values, see “Container details” on page 43.Empty weight and Unit weight values must be entered in the same unit of measure.7Tap Save to store your changes and return to the Containers screen.Editing container optionsYou can change the default and systemwide container options by editing the numeric values on the Container Options screen. By altering the appropriate container option, you can:• Adjust the default values assigned to the settings of new containers• Modify the bottle yield percentages at which containers are flagged as exceptions• Configure the amount of time for which a container can be out of contact with the data receiver before it is reported missing• Set the values used to compensate for the delay between tipping a container and dispensing liquid from the pour spoutFor more information about the functions of these options, see “Container options” on page 46.Changes made to the default container options (Default container size, Default Shape, and Default pour rate) will only affect the containers you add to the system from that point forward. Existing containers are not affected by changes to these options. The remaining container options have a global effect. Editing these items sets the value for that option systemwide.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To edit the container options:1Choose Mgr > Setup > Options to display the Options screen.Options screen2In the option list, tap Containers, and then tap Select to display page 1 of the Container Options screen.

CHAPTER 564Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End UsersPage 1 of the Container Options screen3Edit the page 1 container option fields as desired. To edit an option, drag (or double-tap) to select the current value, and then enter a new one.For information about the functions of these values, see “Container options” on page 46.4Tap 2 ( ) to display page 2 of the Container Options screen.Page 2 of the Container Options screen5Edit the page 2 container option fields as desired. To edit an option, drag (or double-tap) to select the current value, and then enter a new one.For information about the functions of these options, see “Container options” on page 46.6Tap Save to store your changes and return to the Options screen.Deleting containersYou may want to delete unused or unwanted containers. For example, you might have added a container by mistake, a product may have been discon-tinued, or a seasonal product’s phase might be over. Removing an unused container can help simplify the information that appears on screen and on reports.Deleting a container will remove all of the event records associated with that container from the activity list. If the information captured for the container is of use, be sure to run any needed reports (see, “Running, viewing, and printing reports” on page 92) or export system data (see, “Exporting data” on page 107) before deleting the container.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To delete a container:1Choose Mgr > Setup > Containers to display the Containers screen.

65BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersContainers screen, Well Gin container selected2Select a container to delete by doing one of the following:• Put the data receiver in active listening mode by tapping Listen ( ) in the upper right-hand corner of the screen. With active listening mode enabled ( ), tilt the container until the appro-priate item becomes selected in the scroll list.• Begin entering the name of the container in the Lookup field until the appropriate item becomes selected in the scroll list.• Tap the name of the container in the scroll list. If the container you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.Deleting a container will remove all of the event records associated with that container from the activity list. Be sure to run any needed reports or export system data before deleting the container.3Tap Delete ().4A Confirmation screen similar to the one below will be displayed. Tap Yes to delete the container and return to the Containers screen.Container deletion Confirmation screenViewing pour spout hardware detailsThe pour spout Hardware Detail screen provides detailed troubleshooting and diagnostic information for the wireless pour spout associated with a container. This screen identifies the pour spout’s communication statistics, such as: the strength of the signal being received from the transmitter tag, the version number of the firmware stored in the transmitter tag’s read-only memory, and the date and time the data receiver last received a transmission from the tag. In addition, because BarVision transmitter tags expire after a specified number of days or pours (whichever occurs first), the Hardware Detail screen identifies the pour spout’s expiration information.For information about the details provided on the Hardware Detail screen, see “Pour spout hardware details” on page 49.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To view a pour spout’s hardware details:1Choose Mgr > Setup > Containers to display the Containers screen.

CHAPTER 566Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End UsersContainers screen, Well Gin container selected2Select the container whose pour spout hardware details you want to view by doing one of the following:• Put the data receiver in active listening mode by tapping Listen ( ) in the upper right-hand corner of the screen. With active listening mode enabled ( ), tilt the container until the appro-priate item becomes selected in the scroll list.• Begin entering the name of the container in the Lookup field until the appropriate item becomes selected in the scroll list.• Tap the name of the container in the scroll list. If the container you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Spout to display page 1 of the pour spout Hardware Detail screen.Page 1 of the pour spout Hardware Detail screenFor information about the details provided on this screen, see “Pour spout hardware details” on page 49.4To access page 2 of the pour spout Hardware Detail screen, tap 2 ().Page 2 of the pour spout Hardware Detail screen5After you have finished viewing the pour spout’s hardware details, tap <Back to return to the Containers screen.

67BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersViewing container status informationThe container status function provides a convenient way to conduct a simple spot check of the open containers in your bar. You might want to view a container’s status information to compare the container’s contents level to BarVision’s graphic repre-sentation of the container’s estimated level, to view BarVision’s estimated container weight to compare that value to a scale-obtained weight, to monitor the container’s age, or to verify that a container has been fitted with the appropriate wireless pour spout.You can access the container Status function from either the Activity or Containers screen. Each status screen provides identical information. However, from the Activity screen, you can only view the status of those containers for which there is a current event record in the activity list. By contrast, the Containers screen permits you to view the status for any defined container. After you have viewed a container’s status (regardless of from which screen), you can choose to generate a viewable and printable container history report.For information about the details provided on the Container Status screen, see “Container status infor-mation” on page 50.Viewing container status information from the Containers screenFrom the Containers screen, you can view the status of any container. You might want to do this to visually verify that the current fluid level as estimated by BarVision closely matches the actual amount of liquid in the container.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To view container status information (from the Con-tainers screen):1Choose Mgr > Setup > Containers to display the Containers screen.Containers screen, Well Gin container selected2Select the container whose status information you want to view by doing one of the following:• Put the data receiver in active listening mode by tapping Listen ( ) in the upper right-hand corner of the screen. With active listening mode enabled ( ), tilt the container until the appro-priate item becomes selected in the scroll list.• Begin entering the name of the container in the Lookup field until the appropriate item becomes selected in the scroll list.• Tap the name of the container in the scroll list. If the container you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Status to display the Container Status screen.

CHAPTER 568Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End UsersContainer Status screenFor information about the details provided on this screen, see “Container status information” on page 50.Note: If you are viewing the status for a container whose Shape is 0, no bottle shape image will be displayed. For more information, see “Default shape” on page 47.4To generate a viewable and printable container history report including all container-related events, tap History.5The Container History screen will be displayed. It provides an on-screen preview of the container history report.Container History screenDo any of the following:•Tap PgUp or PgDn to navigate up or down through the pages of the report.•Tap Print to print the report. A Printing confir-mation message will be displayed.If you experience any problems while attempting to print a report, see “Printing problems” on page 119.After you have finished viewing the history report, tap <Back to return to the Container Status screen.6When you have finished viewing the container’s status, tap <Back to return to the Containers screen.Viewing container status information from the Activity screenFrom the Activity screen, you can inspect the status of those containers for which there is a current event record in the activity list. This gives you the ability to spot check recently used containers to verify their volumes, the number of pours, and so forth. Typically, access to container status information from the Activity screen is security code protected. This protection is unique in that if the manager security code has been entered in the last three minutes, the system does not require you to reenter it. This enables you to check the status of several containers from the Activity screen without having to continually reenter the security code. Because the Container Status screen does not permit any editing, all system data, settings, and information are secure.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To view container status information (from the Activ-ity screen):1On the Activity screen, select an event record in the activity list that is associated with the container whose status information you want to view.

69BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersActivity screen, 1.10 Well Gin event record selected2Tap Status to display the Container Status screen.Container Status screenFor information about the details provided on this screen, see “Container status information” on page 50.Note: If you are viewing the status for a container whose Shape is 0, no bottle shape image will be displayed. For more information, see “Default shape” on page 47.3To generate a viewable and printable container history report including all container-related events, tap History.4The Container History screen will be displayed. It provides an on-screen preview of the container history report.Container History screenDo any of the following:•Tap PgUp or PgDn to navigate up or down through the pages of the report.•Tap Print to print the report. A Printing confir-mation message will be displayed.If you experience any problems while attempting to print a report, see “Printing problems” on page 119.After you have finished viewing the history report, tap <Back to return to the Container Status screen.5When you have finished viewing the container’s status, tap <Back to return to the Activity screen.

CHAPTER 570Working with ContainersDraft for Reseller Review OnlyNot for Distribution to End Users

CHAPTER 672Working with Serving SizesDraft for Reseller Review OnlyNot for Distribution to End Usersprocess. The difference in actual pour rates between two identical pour spouts from the same manufacturer can be 20% or more. In addition, a number of other factors affect the actual pour rate of a specific pour spout, including the viscosity of the liquor, the temper-ature, and the barometric pressure.The actual pour rate accounts for all the factors that cause the pour rate of a specific pour spout to vary from the average. BarVision uses the actual pour rate of a specific pour spout to calculate the actual portion size of each drink that is poured with that specific pour spout.Bartenders free-pour drinks by time (how long a bottle is tipped) or by volume (to a certain level in a glass). Bartenders cannot be expected to adjust the timing of their pours based on the actual pour rate of the specific pour spout on a particular bottle. There is no way for a bartender to know that, for example, a specific pour spout pours 5% faster or slower than the average. What bartenders can do, however, is develop accuracy and consistency in their timing. For instance, a bartender can pour all half ounce drinks based on a two count and all one ounce drinks based on a four count, regardless of what pour spout they are using (adjust-ments may be made in the pour count for thicker liquors or liquor kept in a freezer).As a result, a bartender’s pour count should be based on the average pour rate of the pour spout type being used, not on the actual pour rate. This average pour rate is called the expected pour rate in BarVision. BarVision uses the expected pour rate to calculate the expected portion size, which is the amount of liquor that is expected to be dispensed based on the average pour rate of that pour spout type. Unless you know a specific pour spout pours faster or slower than average, you would expect it to pour based on the average.The expected portion size (and expected pour rate) is used by BarVision to give feedback to bartenders about how accurately and consistently they are timing their pours (based on the one factor—timing—that they can control). The expected portion size is also used for the purpose of assigning a pour to a serving size. The actual portion size (and actual pour rate) is used by BarVision to determine how much liquor was actually poured in a particular drink for purposes of tracking inventory usage.By assigning each pour to a serving size, BarVision enables you to do the following:• Evaluate the pouring accuracy and consistency of your bartending staff• Analyze the number of drinks poured by serving size• Calculate expected revenue based on the number of pours per serving sizeThe Serving Sizes screen (see example below) displays a list of the currently defined serving sizes. To access the Serving Sizes screen, choose Mgr > Setup > Serving Sizes. From this screen, you can modify the serving size list in a number of ways. You can add a serving size—assuming that at least one of the predefined serving sizes has been deleted. You can edit the serving sizes to match them to your establishment’s desired pour volumes. And you can delete as many of the serving sizes as you like—though by deleting them all, you will disable the serving size feature and lose the benefits described above.Serving Sizes screen

73BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersAbout the Max allowed pour sizeA feature closely related to serving sizes is the Max allowed pour size option. The Max allowed pour size defines the expected pour volume above which BarVision identifies pours as exceptions rather than allocating them to the largest serving size. For example, if your largest defined serving size is 1.50 and the Max allowed pour size is set to 2.20, all pours of an expected volume less than 2.20 will be allocated to the 1.50 serving size, while pours of an expected volume greater than or equal to 2.20 are flagged as exceptions. This ensures that pours of an unusually large expected volume are easily identifiable and separated out for reporting purposes.You can edit the Max allowed pour size from the Security Options screen. To access the Security Options screen, choose Mgr > Setup > Options > Security > Select. The default system value for the Max allowed pour size is 2.50 U.S. fluid ounces. Permis-sible values are from 0.01 to 9999.99 in the volumetric unit of your choice. To view details of those pours identified as exceptions, include the report section Exceptions on any report. (For information, see “Working with Reports” on page 79.)Adding serving sizesBarVision ships preconfigured with five defined serving sizes: 0.20, 0.50, 1.00, 1.50, and 2.00. This is the maximum number of serving sizes allowed by the system. As a result, a new serving size can only be added if one of the predefined serving sizes has been deleted.You may want to add a serving size to align BarVision with a new desired pour volume you have decided to use in your establishment. Or you may want to add a serving size to re-create a mistakenly deleted one.Please note that any serving size value you enter must be less than or equal to the Max allowed pour size. As a result, you may need to edit the Max allowed pour size before adding a serving size. For information, see “Editing the Max allowed pour size” on page 75.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To add a serving size:1Choose Mgr > Setup > Serving Sizes to display the Serving Sizes screen.Serving Sizes screen2Tap Add ( ) to display the New Serving Size screen. The Serving size text box will contain the insertion point (cursor).New Serving Size screen3Enter a value for the new serving size in the Serving size text box. The value you enter must be less than or equal to the Max allowed pour size, which is shown on screen for your reference.

CHAPTER 674Working with Serving SizesDraft for Reseller Review OnlyNot for Distribution to End UsersIf you enter a value with a precision greater than hundredths of a unit, the software will trim the number at the second decimal place. For example, if you enter the value 1.357, the serving size will be set to 1.35.4Tap Save to store your changes and return to the Serving Sizes screen.Editing serving sizesYou can modify each serving size in the serving size list. You may want to edit serving sizes to standardize them to your preferred unit of measure or match them to your establishment’s desired pour volumes.For example, if you choose to use metric measure-ments, you may want to edit the predefined serving sizes to values of 6, 15, 30, 44, and 59—the equiva-lents, in milliliters, of the default serving size values.Be aware that BarVision will only allow you to enter serving size values less than or equal to the Max allowed pour size. As a result, you may need to edit the Max allowed pour size before you alter the serving sizes. For information, see “Editing the Max allowed pour size” on page 75.Editing a serving size that pours have already been allocated to will not affect the journal event records for those pours. Existing pour events will be listed on all subsequent reports under the serving size they were originally assigned to by the system, whether or not that serving size currently exists.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To edit a serving size:1Choose Mgr > Setup > Serving Sizes to display the Serving Sizes screen.Serving Sizes screen, 1.00 serving size selected2In the serving size list, tap the serving size you want to edit. The serving size should appear selected, as does 1.00 in the figure above.3Tap Detail ( ) to display the Serving Size Detail screen.Serving Size Detail screen, Serving size selected for editing4Drag (or double-tap) to select the current Serving size, and then enter a new one. The value you enter must be less than or equal to the Max allowed pour size, which is shown on screen for your reference.If you enter a value with a precision greater than hundredths of a unit, the software will trim the number at the second decimal place. For example, if you enter the value 1.357, the serving size will be set to 1.35.

75BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Users5Tap Save to store your changes and return to the Serving Sizes screen.Editing the Max allowed pour sizeYou may want to edit the Max allowed pour size to adjust the expected pour volume above which BarVision identifies pours as exceptions. Or you may need to modify the value to accommodate your preferred unit of measure.For example, if your establishment’s largest defined serving size is 1.50, you may want to decrease the Max allowed pour size from its default value of 2.50 so that pours of an expected volume greater than 2.00 get flagged as exceptions. Or, if you choose to use metric measures, you may need to increase the Max allowed pour size from its default value to enter serving sizes in milliliters.Please note that if you attempt to reduce the Max allowed pour size to a value less than that of an existing serving size, the system will prompt you for verification before the change takes place. If you confirm the change, all serving sizes greater than the newly entered Max allowed pour size will be deleted. This action will not delete or in any way affect the journal event records for any existing pours.For example, assume that serving sizes of 1.75, 2.00, and 2.25 are currently defined. If you choose to edit the Max allowed pour size to a value of 2.00, the 2.25 serving size will be deleted. All the journal event records for pours that were assigned to the 2.25 serving size will still exist and will be listed on all subse-quent reports under the 2.25 serving size.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To edit the Max allowed pour size:1Choose Mgr > Setup > Options to display the Options screen.Options screen2In the option list, tap Security, and then tap Select to display the Security Options screen.Security Options screen, Max allowed pour size selected for edit-ing3Drag (or double-tap) to select the current Max allowed pour size, and then enter a new one.

CHAPTER 676Working with Serving SizesDraft for Reseller Review OnlyNot for Distribution to End UsersIf you enter a value with a precision greater than hundredths of a unit, the software will trim the number at the second decimal place. For example, if you enter the value 2.357, the Max allowed pour size will be set to 2.35.4Tap Save to store your changes.5One of the following two things will occur:• If the value you entered in step 3 is greater than or equal to the largest serving size, the new Max allowed pour size will be saved and the Options screen displayed.• If the value you entered in step 3 is less than the largest serving size, a Warning screen similar to the one below will be displayed.Serving size deletion Warning screen—Tap Yes to confirm your change to the Max allowed pour size, to delete the affected serving size(s), and to return to the Options screen.—Tap No to cancel any change and return to the Security Options screen.To e d it th e Max allowed pour size to an alternate value, return to step 3. Otherwise, tap <Back to return to the Options screen.Deleting serving sizesYou may want to delete unused or unwanted serving sizes. This can eliminate the possibility of BarVision allocating pours to a serving size your establishment does not use. Also, removing unused serving sizes will simplify the serving size information that appears on reports.For example, if your establishment uses the same desired pour volume for shots and rocks drinks (for instance, 1 fluid ounce), you may want to delete the predefined 1.50 serving size intended to represent a uniquely sized rocks pour. Deleting the unused serving size removes the possibility that BarVision will assign over- or underpours to a serving size that is, for your establishment, not applicable. This will help ensure that BarVision generates useful and usable serving size report information.Deleting a serving size that pours have been previously allocated to will not delete or in any way affect the journal event records for those pours. Existing pour events will be listed on all subsequent reports under the serving size they were originally assigned to by the system, whether or not that serving size currently exists.If you choose to delete all of the existing serving sizes, you will, in effect, disable the serving size feature. This will diminish your ability to use BarVision to evaluate the pouring accuracy and consistency of your bartending staff. In addition, it will hinder your ability to calculate expected revenue, as the system will assign all pours to an Unknown serving size.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To delete a serving size:1Choose Mgr > Setup > Serving Sizes to display the Serving Sizes screen.

77BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersServing Sizes screen, 1.00 serving size selected2In the serving size list, tap the serving size you want to delete. The serving size should appear selected, as does 1.00 in the figure above.3Tap Delete ().4A Confirmation screen similar to the one below will be displayed. Tap Yes to delete the serving size and return to the Serving Sizes screen.Serving size deletion Confirmation screen

CHAPTER 678Working with Serving SizesDraft for Reseller Review OnlyNot for Distribution to End Users

79Draft for Reseller Review OnlyNot for Distribution to End UsersChapter 7: Working with Reportseports help you to organize and utilize the data that the BarVision system captures during the day-to-day operation of your establishment. This chapter provides information about using reports and explains how to add, edit, delete, run, view, and print them. It contains the following sections:• “About reports” on page 79• “Adding reports” on page 84• “Editing reports” on page 86• “Running, viewing, and printing reports” on page 92• “Deleting reports” on page 102About reportsThe BarVision system provides comprehensive reporting capabilities. You can create a virtually unlimited number of reports (65,535) and populate them with simple, predesigned report sections. Report sections are built-in subreports that help you quickly add and organize the data that will appear on your report. Sections vary in content. Some provide a high-level summary, while others provide event-specific detail. (For more information, see “Report sections” on page 81.) Sections can be added and arranged in any order, enabling you to easily create reports that make sense for your establishment: a shift close-out, a weekly inventory audit, or an up-to-the-minute sales snapshot.BarVision allows you to create two different types of reports: public reports that all users can view and print, and management reports that typically require the entry of a security code to access. You configure a report as either public or management by selecting or clearing the report’s Public report setting (see “Public” on page 80).Public reports are available for viewing and printing from the Public Reports screen (see example below). You can access this screen from the Activity screen by choosing Reports. Public reports can be run, viewed, and printed—but not added, edited, or deleted—from the Public Reports screen. This enables you to provide your bartending staff with the ability to run reports without having to give them unlimited access to the system.Public Reports screen—provides view and print access to public reportsBy contrast, the Reports screen (see example below) provides unlimited access to all your BarVision reports. On a typically configured BarVision system, accessing the Reports screen (by choosing Mgr > Reports) requires the entry of a security code. This protects your reports from inadvertent or unauthorized changes and deletion, and provides a way to limit access to sensitive data.R

CHAPTER 780Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End UsersReports screen—provides unlimited access to all reportsBarVision includes two predefined reports named Configuration and Quick View. The built-in Configuration report provides a summary of your current system setup and configuration information (see “Running the Configuration report” on page 98). The Quick View report lets you define its contents, on the fly, each time you run it (see “Running the Quick View report” on page 99).BarVision reports can be viewed directly on your Palm® handheld or printed via network or infrared connection (see “Configuring printers” on page 16). With the BarVision Conduit for Palm HotSync installed, you can export report data in ASCII text file (.txt) format to your desktop or laptop computer. Once those text files have been created, they can be printed, e-mailed, or archived for permanent storage and record keeping. (For information, see “Exporting data” on page 107.)When you run a BarVision report, you typically define the range of data you want to include based on the date and time of its collection. In BarVision, three data range options are available. You can choose to include all existing collected data, data collected since the last time the report was run, or data collected during any user-specified date and time range. The date/time range option allows you to isolate distinct time spans corresponding to shifts, promotional events, or inventory audits. It also enables easy comparison of various time periods, such as week-to-week or month-to-month.Report settingsAs mentioned above, the reports you create can be individually configured for public access. You enable or disable public access to a report from page 1 of the Report Detail screen (see example below). To access the Report Detail screen, choose Mgr > Reports, select a report, and then tap Detail ( ). From this screen, several report-specific configuration settings can be enabled or disabled, including public access to the report. Each of the settings available on page 1 of the Report Detail screen is specific to that individual report. Selecting the item only enables the function for the report currently being edited. Clearing the item only disables the function for the current report.Page 1 of the Report Detail screenPublic When selected, this setting enables public access to the report. Public reports can be run, viewed, and printed from the Public Reports screen without entering a security code. By default, this setting is enabled when you create a new report.Disable date/time range When selected, this setting eliminates access to the report’s date/time configuration when the report is run from the Public Reports screen. If the date/time range is disabled, running the report

$81BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Usersfrom the Public Reports screen automatically includes all data collected since the last time the report was run. For example, you might want to create a shift close-out report that your bartenders run at the end of their shift. By enabling the report’s Disable date/time range setting, you can ensure that the report will include all of the data collected since the last time the report was run (assumedly, at the end of the previous bartender’s shift). By default, this setting is disabled when you create a new report.Note: When you run reports from the Reports screen, the Disable date/time range setting is ignored and full access to date and time configuration is permitted.Perform maintenance When selected, this setting enables report-initiated data maintenance. During report-initiated maintenance, the system removes obsolete data older than the value set for the Minimum days in journal option (see “Minimum days in journal” on page 84). By default, the Perform maintenance setting is disabled when you create a new report.For more information regarding report-initiated data maintenance, see “Journal options” on page 83.Export When you run a report that has the Export setting enabled, the system designates the report for export to a text file. The next time you synchronize your handheld, the system creates an ASCII text file (.txt) version of the report on the computer connected to the handheld. Exported reports are stored in the default location: C:\Documents and Settings\User Name\My Documents\BarVision\Reports. Use of the export function requires installation of the BarVision Conduit for Palm HotSync. (For information, see “Installing the BarVision Conduit for Palm HotSync” on page 13.) By default, the Export setting is enabled when you create a new report.Report sectionsBarVision reports are composed of sections—simple, built-in subreports. The sixteen predefined report sections vary in the information that they contain. Some provide high-level summaries, while others provide pour-specific details. Sections can be added to or removed from any report and arranged in any order, enabling you to easily customize every report you create.Page 2 of the Report Detail screen (see example below) enables you to view a list of the sections that have been added to a report. You can access page 2 of the Report Detail screen by choosing Mgr > Reports, selecting a report, tapping Detail ( ), and then tapping 2 ().Page 2 of the Report Detail screenThe paragraphs below describe the content of each report section.Empty Containers This section provides details of each liquor bottle emptied during the reporting period. An asterisk (*) indicates those bottles whose yield was irregular. This means the container’s yield was outside the parameters set for either the Underyield (see “Underyield” on page 48) or Overyield (see “Overyield” on page 48) container option setting. (See “Irregular Empty Containers” on page 82.) Infor-mation provided for each empty container includes: date and time the bottle’s pour spout was removed, product name, total number of pours dispensed from the container, total number of improper pours dispensed from the container, and the container’s yield percentage.$

CHAPTER 782Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End UsersEmpty Containers Count This section lists the number of bottles emptied during the reporting period, summarized by product name. In addition, an average bottle yield for each product is calculated and displayed in this section. Information provided includes: product name, empty bottle count, average yield percentage, standard deviation of the yields, and the combined cost of the emptied containers.Exceptions This section contains a chronological list of the irregular events that occurred during the reporting period. Irregular events include: oversized pours that could not be assigned to a defined serving size, container missing and found events, lost container events, pours made at a less than optimal bottle tilt angle, manual container variances, and each time a pour spout was removed from a bottle for cleaning or maintenance purposes.Expiring Hardware This section provides a list of the pour spouts that are nearing their expiration. Infor-mation provided for each expiring pour spout includes: model number, firmware revision number, identifi-cation number, number of days and pours remaining until expiration, and the product name and location assigned to the pour spout.Hardware This section provides detailed hardware information for each data receiver, active antenna, and wireless pour spout that has been added to the system. Information provided includes: hardware model and firmware revision numbers, identification number for each component, number of days and pours remaining until each pour spout expires, and the product name and location assigned to each wireless pour spout.Irregular Empty Containers This section provides details for those empty bottles with a final yield outside your limitations. Containers are considered irregular if their yield is outside the parameters set for either the Underyield (see “Underyield” on page 48) or Overyield (see “Overyield” on page 48) container option setting. This report section lists all of the events recorded for each irregular bottle so that you can diagnose the cause of the irregular yield. Information provided for each container event includes: date and time the event occurred, type of event, and both the expected and actual volume recorded for any pour event.Journal Detail This section contains full detail of every event recorded in the system’s journal during the reporting period, organized chronologically. Event totals for each event type are also displayed. Infor-mation provided for each recorded event includes: date and time the event occurred, product name (where applicable), description of the event type, and both the expected and actual volume recorded for the event (where applicable).Missing Hardware This section provides detailed communications information for each container the system has identified as missing (see “Container missing” on page 32). The system classifies a container as missing if no transmission is received from the container’s wireless pour spout for a period longer than the value set for the Report missing after container option. Information provided for each missing container includes: product name, location, pour spout identification number, date and time the data receiver last received a transmission from the spout, number of days and pours remaining until the pour spout expires, and the number of communication errors reported for the spout.Open Containers This section provides a summary for each bottle in open inventory, organized by container location. Information provided for each open container includes: product name, number of pours dispensed, estimated volume of liquid remaining, estimated percent of liquid remaining, estimated current weight, current age, and the percentage by which the container’s Actual pour rate (see “Actual pour rate” on page 46) varies from its Expected pour rate (see “Expected pour rate” on page 46).Pour Detail This section contains full detail of every container-related event recorded in the system’s journal during the reporting period, organized chronologically. Event totals for each type of container-related event are also displayed. Information provided for each event includes: date and time the event occurred, product name, description of the event type, and both the expected and actual volume recorded for the event.

83BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersPours by Category This section provides a summary of the pours that occurred during the reporting period, organized by category. Information provided for each category includes: category name, total number of pours, total expected volume of fluid dispensed, and the total cost of the expected volume of fluid dispensed.Pours by Location This section provides a summary of the pours that occurred during the reporting period, organized by location. Information provided for each location includes: location designation, total number of pours, total expected volume of fluid dispensed, and the total cost of the expected volume of fluid dispensed.Pours by Product This section provides a summary of the pours that occurred during the reporting period, organized by product. Information provided for each product includes: product name, total number of pours, total expected volume of fluid dispensed, and the total cost of the expected volume of fluid dispensed.Serving Sizes This section provides detailed pour information for each serving size, organized by category and location. Information provided for each serving size includes: total number of pours, average expected pour volumes, standard deviation of the expected pour volumes, and the total cost of the expected volume of fluid dispensed.Serving Sizes by Category This section provides pour totals for each serving size, organized by category. Information provided for each serving size in each category includes: total number of pours, average expected pour volumes, standard deviation of the expected pour volumes, and the total cost of the expected volume of fluid dispensed.Serving Sizes by Location This section provides pour totals for each serving size, organized by location. Information provided for each serving size at each location includes: total number of pours, average expected pour volumes, standard deviation of the expected pour volumes, and the total cost of the expected volume of fluid dispensed.Journal optionsThe Journal Options screen (see example below) enables you to configure several data maintenance-related report options. You can access the Journal Options screen by choosing Mgr > Setup > Options > Journal > Select. Current Palm® handheld hardware constraints limit the size of the system journal to a maximum of thirty thousand event records. To remain under that limit, BarVision must periodically delete some of the oldest obsolete records to make room for new ones. Because reports are generally run at regular intervals, the system uses the generation of a report as a trigger for performing data maintenance.Journal Options screenDuring maintenance, the system purges the oldest obsolete event records from the journal. For an event record to be considered obsolete, it must meet two criteria: it must be older than the Minimum days in journal value, and it must pertain to a bottle whose pour spout has been removed (presumably, because the bottle was empty). The system uses this method of defining data as obsolete to ensure that no active data gets removed.Each of the options available on the Journal Options screen has a global effect. Selecting an item enables the option systemwide. Clearing the item disables the option systemwide. The Journal Options screen enables you to configure:

CHAPTER 784Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End Users• The age at which obsolete data can be deleted during report-initiated maintenance• The level of user interaction required during report-initiated maintenance• The generation of a system backup on the Palm® handheld’s SD memory card during report-initiated maintenanceMinimum days in journal This option enables you to specify the number of days’ worth of journal data you want to exclude from maintenance. For example, assume that the Minimum days in journal value is set to 14. During report-initiated maintenance, the most recent fourteen days’ worth of event records will be kept in the journal, whether or not those records relate to a bottle that is currently in use. Obsolete data older than fourteen days will be removed. The default system value for this option is 14. Permissible values are from 1 to 365.The status of an individual report’s Perform mainte-nance report setting (see “Perform maintenance” on page 81) determines whether or not a report initiates maintenance after it has been run.Prompt for maintenance When this option is selected, BarVision prompts you to manually initiate mainte-nance after you run a report that has its Perform maintenance setting enabled (see “Perform mainte-nance” on page 81). This provides users the oppor-tunity to either accept or decline report-initiated data maintenance. When this option is cleared and you run a report that has its Perform maintenance setting enabled, data maintenance is automatically performed without any user interaction. The Prompt for mainte-nance option is enabled in the default BarVision configuration.Back up during maintenance When this option is selected, BarVision creates a backup copy of all your data and system settings before performing report-initiated maintenance. The system creates the backup on the SD memory card currently located in the Palm® handheld’s expansion slot. If there is no SD memory card in the expansion slot, no system backup is created. This option is disabled in the default BarVision config-uration.The status of an individual report’s Perform mainte-nance report setting (see “Perform maintenance” on page 81) determines whether or not a report initiates maintenance after it has been run.Adding reportsBarVision ships preconfigured with two defined reports (Configuration and Quick View), but the system can store and track a virtually unlimited number (65,535).You will likely need to add additional reports and configure them to meet your specific business needs. For example, you might want to create reports expressly designed to be used as shift close-out reports, inventory audit reports, and purchasing requirements reports. After you have added and properly configured a report, you can run it over and over again without having to spend time on setup.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To add a report:1Choose Mgr > Reports to display the Reports screen.Reports screen

85BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Users2Tap Add ( ) to display the New Report screen. The Report name text box will contain the insertion point (cursor).New Report screen3Enter a name for the new report (up to twenty-two characters in length) in the Report name text box.4Tap Save to store your changes and display page 1 of the Report Detail screen.Page 1 of the Report Detail screen5Select or clear the Check Boxes ( ) to set the Public, Disable date/time range, Perform mainte-nance, and Export report settings to your desired configuration.For information about the functions of these settings, see “Report settings” on page 80.6Tap 2 ( ) to display page 2 of the Report Detail screen.Page 2 of the Report Detail screen7Tap Add ( ) to display the Add Sections screen.Add Sections screen, Pour Detail section selected for adding8In the section list, tap the sections you want to add to the report. Each section’s Check Box () should appear selected, as does the Pour Detail section’s in the figure above. If a section you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.For information about the content of each section, see “Report sections” on page 81.

CHAPTER 786Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End Users9Tap Add. The selected sections are added to the report and now appear in the Sections list on page 2 of the Report Detail screen.You can rearrange the order in which sections appear on a report. For information, see “Reordering report sections” on page 89.10 Tap Save to store your changes and return to the Reports screen.Editing reportsYou can modify any report in the report list (excluding the built-in Configuration and Quick View system reports) to customize it to your establishment’s particular needs. For example, you can rename a report. You can add, delete, or reorder report sections. You can reconfigure a report’s settings. And you can change the systemwide journal options. The remainder of this section contains detailed procedures that explain how to perform these modifications.This section contains the following editing procedures:• “Renaming a report” on page 86• “Editing report settings” on page 87• “Adding report sections” on page 88• “Reordering report sections” on page 89• “Deleting report sections” on page 90• “Editing journal options” on page 91Renaming a reportYou may want to rename reports to make the names reflect their purpose, the time of day they should be run, or the employee responsible for running them. Regardless of the naming convention you choose, you can easily rename any report (except for the built-in Configuration and Quick View system reports).Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To rename a report:1Choose Mgr > Reports to display the Reports screen.Reports screen, Sample Report selected2In the report list, tap the report you want to rename. The report should appear selected, as does Sample Report in the figure above. If the report you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display page 1 of the Report Detail screen.

87BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersPage 1 of the Report Detail screen, report name selected for edit-ing4Drag (or triple-tap) to select the current report Name, and then enter a new one (up to twenty-two characters in length).5Tap Save to store your changes and return to the Reports screen.Editing report settingsYou can change a report’s settings by selecting or clearing the check boxes on page 1 of the Report Detail screen. By editing the appropriate report setting, you can:• Enable or disable public access to the report• Permit or restrict access to the report’s date and time configuration when the report is run from the Public Reports screen• Enable or disable report-initiated data maintenance• Configure the report’s export settingFor more information about the functions of these settings, see “Report settings” on page 80.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To edit a report’s settings:1Choose Mgr > Reports to display the Reports screen.Reports screen, Sample Report selected2In the report list, tap the report whose settings you want to edit. The report should appear selected, as does Sample Report in the figure above. If the report you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display page 1 of the Report Detail screen.Page 1 of the Report Detail screen

CHAPTER 788Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End Users4Select or clear the Check Boxes ( ) to set the Public, Disable date/time range, Perform mainte-nance, and Export report settings to your desired configuration.For information about the functions of these settings, see “Report settings” on page 80.5Tap Save to store your changes and return to the Reports screen.Adding report sectionsYou may want to add sections to a report. By adding sections, you can increase both the amount and variety of data that the report provides. BarVision does not limit the number of sections you can add to a report, nor does it limit the number of reports to which you can add a section. You can add all sixteen sections to every one of your reports if that suits your needs.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To add sections to a report:1Choose Mgr > Reports to display the Reports screen.Reports screen, Sample Report selected2In the report list, tap the report you want to add sections to. The report should appear selected, as does Sample Report in the figure above. If the report you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display page 1 of the Report Detail screen.Page 1 of the Report Detail screen4Tap 2 ( ) to display page 2 of the Report Detail screen.Page 2 of the Report Detail screen5Tap Add ( ) to display the Add Sections screen.

89BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersAdd Sections screen, Pour Detail section selected for adding6In the section list, tap the sections you want to add to the report. Each section’s Check Box () should appear selected, as does the Pour Detail section’s in the figure above. If a section you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.For information about the content of each section, see “Report sections” on page 81.7Tap Add. The selected sections are added to the report and now appear in the Sections list on page 2 of the Report Detail screen.You can rearrange the order in which sections appear on a report. For information, see “Reordering report sections” on page 89.8Tap Save to store your changes and return to the Reports screen.Reordering report sectionsYou may want to reorder a report’s sections. By doing so, you modify the order in which the data appears on the resulting report—both on screen and in print. This gives you the ability to organize the data so that it is most useful for you and your employees.As an example, assume you create a shift close-out report containing several report sections. For the convenience of your bartending staff, you might want to arrange the report sections so that Pours by Category appears at the very top. This would enable bartenders to reconcile BarVision’s category totals to a point-of-sale or cash register report without having to scan through several pages of a detailed document.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To reorder the sections in a report:1Choose Mgr > Reports to display the Reports screen.Reports screen, Sample Report selected2In the report list, tap the report whose sections you want to reorder. The report should appear selected, as does Sample Report in the figure above. If the report you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display page 1 of the Report Detail screen.

CHAPTER 790Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End UsersPage 1 of the Report Detail screen4Tap 2 ( ) to display page 2 of the Report Detail screen.Page 2 of the Report Detail screen, Pour Detail section selected5In the Sections list, tap the section you want to reorder. The section should appear selected, as does Pour Detail in the figure above. If the section you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.6Do one of the following:• To shift the selected section up in the list, tap Move Up ( ). Tap as many times as necessary to properly position the section.• To shift the selected section down in the list, tap Move Down ( ). Tap as many times as necessary to properly position the section.7If necessary, repeat steps 5 and 6 to reorder any additional sections.8Tap Save to store your changes and return to the Reports screen.Deleting report sectionsYou may want to delete sections from a report to simplify the information that the report provides or to limit access to sensitive business information. BarVision does not specify a minimum number of sections that a report must contain. As a result, it is possible to create an empty report by deleting all of a report’s sections.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To delete sections from a report:1Choose Mgr > Reports to display the Reports screen.Reports screen, Sample Report selected

91BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Users2In the report list, tap the report you want to delete sections from. The report should appear selected, as does Sample Report in the figure above. If the report you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Detail ( ) to display page 1 of the Report Detail screen.Page 1 of the Report Detail screen4Tap 2 ( ) to display page 2 of the Report Detail screen.Page 2 of the Report Detail screen, Pour Detail section selected5In the report Sections list, tap the section you want to delete. The section should appear selected, as does Pour Detail in the figure above. If the section you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.6Tap Delete ( ) to remove the selected section from the report.7If necessary, repeat steps 5 and 6 to delete any additional sections.8Tap Save to store your changes and return to the Reports screen.Editing journal optionsYou can change the systemwide journal options by selecting or clearing the check boxes or editing the numeric value on the Journal Options screen. By editing the appropriate journal option, you can:• Limit the amount of data removed from the journal during report-initiated maintenance• Enable or disable the data maintenance prompt that can appear after running a report• Configure whether or not the system will back up all of its databases and system settings to the handheld’s SD memory card during data mainte-nanceFor more information about the functions of these options, see “Journal options” on page 83.Each of the journal options has a global effect. Selecting an item enables the option systemwide. Clearing the item disables the option systemwide.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To edit the journal options:1Choose Mgr > Setup > Options to display the Options screen.

CHAPTER 792Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End UsersOptions screen, Journal option selected2In the option list, tap Journal, and then tap Select to display the Journal Options screen.Journal Options screen3Do any of the following:• Select or clear the Check Boxes ( ) to set the Prompt for maintenance and Back up during maintenance journal options to your desired configuration.• Drag (or double-tap) to select the current Minimum days in journal value, and then enter a new one. The value you enter must be greater than or equal to 1 and less than or equal to 365.For information about the functions of these options, see “Journal options” on page 83.4Tap Save to store your changes and return to the Options screen.Running, viewing, and printing reportsBarVision enables you and your staff to run, view, and print reports at your convenience—without disrupting the system’s data collection operations. No matter the time of day or how busy your place of business, you can run reports and access mission-critical information without fear of data loss. You can run reports at the end of the day, after every shift, or even during a shift. Reports will contain all of the events that the system has received as of the time the report is run, giving you real-time, up-to-date inventory information.Depending on whether you want to run a public report, a management report, or the built-in Configuration or Quick View system reports, there are four slightly different report-running methods. The following sections explain the proce-dures for running, viewing, and printing each of these types of reports:• “Running public reports” on page 92• “Running management reports” on page 95• “Running the Configuration report” on page 98• “Running the Quick View report” on page 99For information about configuring your handheld to print via network or infrared connection, see “Config-uring printers” on page 16. For information about exporting reports to your personal computer, see “Exporting data” on page 107.Running public reportsThis User’s Guide employs the term public report to designate any report explicitly configured for public access. That is, a public report is one whose Public

93BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End Usersreport setting (see “Public” on page 80) has been selected. Public reports are listed on the Public Reports screen and can be run without entering a security code.You can access the Public Reports screen from the Activity screen by choosing Reports. This screen provides view and print access to public reports only. No report editing is allowed. When you access reports from the Public Reports screen, any date/time restriction (see “Disable date/time range” on page 80) enabled during the report’s configuration cannot be overridden. Public reports can be viewed on screen or printed via network or infrared connection (see “Configuring printers” on page 16).To run a public report:1Choose Reports to display the Public Reports screen.Public Reports screen, Sample Report selected2In the report list, tap the report you want to run. The report should appear selected, as does SampleReport in the figure above. If the report you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Run.4One of the following two things will occur:• If the report’s date and time were restricted during the report’s configuration, the report will be generated and displayed on screen. Proceed to step 8.• If the report’s date and time were not restricted during the report’s configuration, a Date/Time Range screen similar to the one below will be displayed. Proceed to step 5.Date/Time Range screenThe Start Date and Start Time values default to the End Date and End Time values you selected the last time you ran the report. The End Date and End Time values default to the current date and time.5Do one of the following:• To run a report for all of the event record data in the system journal (regardless of when the data was collected), select the Full journal Check Box () and proceed to step 7.• To run a report for a specific data collection period, which you want to define, proceed to step 6.6Specify the date and time range of the data to be included in the report by doing any of the following:• To adjust the start date for the report, tap the Start Date field. The Select Start Date screen will be displayed. Select a starting year, month, and date for the report by tapping the appropriate items.

CHAPTER 794Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End UsersSelect Start Date screenTo quickly select the current year, month, and date, tap To d ay .• To adjust the start time for the report, tap the Start Time field. The Select Start Time screen will be displayed. Select a start time for the report by tapping a digit, using the Selection Arrows () to set the numeral, selecting either AM or PM, and then tapping OK.Select Start Time screen• To adjust the end date for the report, tap the End Date field. The Select End Date screen (similar to the Select Start Date screen shown above) will be displayed. Select an ending year, month, and date for the report by tapping the appropriate items.• To adjust the end time for the report, tap the End Time field. The Select End Time screen (similar to the Select Start Time screen shown above) will be displayed. Select an end time for the report by tapping a digit, using the Selection Arrows () to set the numeral, selecting either AM or PM, and then tapping OK.7With the Date/Time Range screen now appropri-ately configured, do one of the following:• To print the report, tap Print. A Printing confir-mation message will be displayed. After printing has finished, tap <Back to return to the Date/Time Range screen. Proceed to step 9.If you experience any problems while attempting to print a report, see “Printing problems” on page 119.• To preview the report, tap View. Proceed to step 8.8A View Report screen, similar to the one below, will be displayed. It provides an on-screen preview of the chosen report.View Report screenDo any of the following:•Tap PgUp or PgDn to navigate up or down through the pages of the report.•Tap Print to print the report. A Printing confir-mation message will be displayed. After printing has finished, tap <Back to return to the View Report screen.If you experience any problems while attempting to print a report, see “Printing problems” on page 119.

95BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersAfter you have finished viewing the report, tap <Back to return to the Date/Time Range screen.9Tap <Back on the Date/Time Range screen.10 One of the following three things will occur:•If the Perform maintenance report setting (see “Perform maintenance” on page 81) is disabled, the Reports screen will be displayed.•If the Perform maintenance report setting (see “Perform maintenance” on page 81) is enabled and the Prompt for maintenance journal option (see “Prompt for maintenance” on page 84) is disabled, data maintenance will be performed and a Mainte-nance status screen similar to the one below will be displayed. Tap <Back to return to the Reports screen.Maintenance status screen• If both the Perform maintenance report setting (see “Perform maintenance” on page 81) and Prompt for maintenance journal option (see “Prompt for maintenance” on page 84) are enabled, the confir-mation message below will be displayed.Maintenance cycle Confirmation screen— To perform data maintenance, tap Yes. After the maintenance cycle has completed, tap <Back to return to the Reports screen.— To return to the Reports screen without performing data maintenance, tap No.Running management reportsThis User’s Guide employs the term management report to designate any report not explicitly configured for public access. That is, a management report is one whose Public report setting (see “Public” on page 80) has not been selected. Management reports are not listed on the Public Reports screen. They can only be viewed from the Reports screen.On a typically configured BarVision system, accessing the Reports screen (by choosing Mgr > Reports) requires the entry of a security code. This protects your management reports from unauthorized use and provides a way to restrict access to sensitive data.The Reports screen provides unlimited access to both public and management reports. When you run a public report from the Reports screen, the system overrides any date/time restriction (see “Disable date/time range” on page 80) that may have been enabled during the report’s configuration. From the Reports screen, both public and management reports can be viewed on screen or printed via network or infrared connection (see “Configuring printers” on page 16).

CHAPTER 796Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End UsersNote: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To run a management report:1Choose Mgr > Reports to display the Reports screen.Reports screen, Sample Report selected2In the report list, tap the report you want to run. The report should appear selected, as does SampleReport in the figure above. If the report you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Run to display the Date/Time Range screen.Date/Time Range screenThe Start Date and Start Time values default to the End Date and End Time values you selected the last time you ran the report. The End Date and End Time values default to the current date and time.4Do one of the following:• To run a report for all of the event record data in the system journal (regardless of when the data was collected), select the Full journal Check Box () and proceed to step 6.• To run a report for a specific data collection period, which you want to define, proceed to step 5.5Specify the date and time range of the data to be included in the report by doing any of the following:• To adjust the start date for the report, tap the Start Date field. The Select Start Date screen will be displayed. Select a starting year, month, and date for the report by tapping the appropriate items.

97BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersSelect Start Date screenTo quickly select the current year, month, and date, tap To d ay .• To adjust the start time for the report, tap the Start Time field. The Select Start Time screen will be displayed. Select a start time for the report by tapping a digit, using the Selection Arrows () to set the numeral, selecting either AM or PM, and then tapping OK.Select Start Time screen• To adjust the end date for the report, tap the End Date field. The Select End Date screen (similar to the Select Start Date screen shown above) will be displayed. Select an ending year, month, and date for the report by tapping the appropriate items.• To adjust the end time for the report, tap the End Time field. The Select End Time screen (similar to the Select Start Time screen shown above) will be displayed. Select an end time for the report by tapping a digit, using the Selection Arrows () to set the numeral, selecting either AM or PM, and then tapping OK.6With the Date/Time Range screen now appropri-ately configured, do one of the following:• To print the report, tap Print. A Printing confir-mation message will be displayed. After printing has finished, tap <Back to return to the Date/Time Range screen. Proceed to step 8.If you experience any problems while attempting to print a report, see “Printing problems” on page 119.• To preview the report, tap View. Proceed to step 7.7A View Report screen, similar to the one below, will be displayed. It provides an on-screen preview of the chosen report.View Report screenDo any of the following:•Tap PgUp or PgDn to navigate up or down through the pages of the report.•Tap Print to print the report. A Printing confir-mation message will be displayed. After printing has finished, tap <Back to return to the View Report screen.If you experience any problems while attempting to print a report, see “Printing problems” on page 119.

CHAPTER 798Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End UsersAfter you have finished viewing the report, tap <Back to return to the Date/Time Range screen.8Tap <Back on the Date/Time Range screen.9One of the following three things will occur:•If the Perform maintenance report setting (see “Perform maintenance” on page 81) is disabled, the Reports screen will be displayed.•If the Perform maintenance report setting (see “Perform maintenance” on page 81) is enabled and the Prompt for maintenance journal option (see “Prompt for maintenance” on page 84) is disabled, data maintenance will be performed and a Mainte-nance status screen similar to the one below will be displayed. Tap <Back to return to the Reports screen.Maintenance status screen• If both the Perform maintenance report setting (see “Perform maintenance” on page 81) and Prompt for maintenance journal option (see “Prompt for maintenance” on page 84) are enabled, the confir-mation message below will be displayed.Maintenance cycle Confirmation screen— To perform data maintenance, tap Yes. After the maintenance cycle has completed, tap <Back to return to the Reports screen.— To return to the Reports screen without performing data maintenance, tap No.Running the Configuration reportThe Configuration report is an unmodifiable, built-in system report. It provides a summary of your current system setup and configuration information. This report lists the current values for all container and printer option settings and itemizes the configuration information for each currently defined container. Configuration data provided for each container includes: product name, pour spout identification number, location, category, cost, container size, shape, empty weight, unit weight, expected pour rate, and actual pour rate.The Configuration report can only be accessed from the Reports screen. On a typically configured BarVision system, accessing the Reports screen (by choosing Mgr > Reports) requires the entry of a security code. This protects the Configuration report from unauthorized use and provides a way to restrict access to system setup information. The Configuration report can be viewed on screen or printed via network or infrared connection (see “Configuring printers” on page 16).

99BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersNote: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To run the Configuration report:1Choose Mgr > Reports to display the Reports screen.Reports screen, Configuration report selected2In the report list, tap the Configuration report. The report should appear selected, as it does in the figure above. If the Configuration report is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Run.4A View Report screen, similar to the one below, will be displayed. It provides an on-screen preview of the Configuration report.View Report screenDo any of the following:•Tap PgUp or PgDn to navigate up or down through the pages of the report.•Tap Print to print the report. A Printing confir-mation message will be displayed. After printing has finished, tap <Back to return to the View Report screen.If you experience any problems while attempting to print a report, see “Printing problems” on page 119.After you have finished viewing the report, tap <Back to return to the Reports screen.Running the Quick View reportThe Quick View report is a flexible, built-in system report whose contents you configure, on the fly, each time the report is run. The adaptability of this report makes it ideal for viewing infrequently referenced information (such as hardware model and firmware revision numbers) or for checking up-to-the-minute sales information (for instance, to help you assess the popularity of new liquor products, the effectiveness of an advertising campaign, or the revenue generated by a special promotion) without having to add and configure reports specific to these purposes.

CHAPTER 7100Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End UsersThe Quick View report can only be accessed from the Reports screen. On a typically configured BarVision system, accessing the Reports screen (by choosing Mgr > Reports) requires the entry of a security code. This protects the Quick View report from unauthorized use and provides a way to limit access to sensitive data. The Quick View report can be viewed on screen or printed via network or infrared connection (see “Configuring printers” on page 16).Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To run the Quick View report:1Choose Mgr > Reports to display the Reports screen.Reports screen, Quick View report selected2In the report list, tap the Quick View report. The report should appear selected, as it does in the figure above. If the Quick View report is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Run to display the Add Sections screen.Add Sections screen, Pour Detail section selected for adding4In the section list, tap the sections you want to add to the report. Each section’s Check Box () should appear selected, as does the Pour Detail section’s in the figure above. If a section you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.For information about the content of each section, see “Report sections” on page 81.5Tap Add. The selected sections are added to the report and the Date/Time Range screen is displayed.Date/Time Range screen

101BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersThe Start Date and Start Time values default to the End Date and End Time values you selected the last time you ran the report. The End Date and End Time values default to the current date and time.6Do one of the following:• To run a report for all of the data in the activity list (regardless of when the data was collected), select the Full journal Check Box ( ) and proceed to step 8.• To run a report for a specific data collection period, which you want to define, proceed to step 7.7Specify the date and time range of the data to be included in the report by doing any of the following:• To adjust the start date for the report, tap the Start Date field. The Select Start Date screen will be displayed. Select a starting year, month, and date for the report by tapping the appropriate items.Select Start Date screenTo quickly select the current year, month, and date, tap To d ay .• To adjust the start time for the report, tap the Start Time field. The Select Start Time screen will be displayed. Select a start time for the report by tapping a digit, using the Selection Arrows () to set the numeral, selecting either AM or PM, and then tapping OK.Select Start Time screen• To adjust the end date for the report, tap the End Date field. The Select End Date screen (similar to the Select Start Date screen shown above) will be displayed. Select an ending year, month, and date for the report by tapping the appropriate items.• To adjust the end time for the report, tap the End Time field. The Select End Time screen (similar to the Select Start Time screen shown above) will be displayed. Select an end time for the report by tapping a digit, using the Selection Arrows () to set the numeral, selecting either AM or PM, and then tapping OK.8Optionally, select the Export Check Box () if you would like to designate the resulting report data for export to a text file.9With the Date/Time Range screen now appropri-ately configured, do one of the following:• To print the report, tap Print. A Printing confir-mation message will be displayed. After printing has finished, tap <Back to return to the Date/Time Range screen. Proceed to step 11.If you experience any problems while attempting to print a report, see “Printing problems” on page 119.• To preview the report, tap View. Proceed to step 10.10 A View Report screen, similar to the one below, will be displayed. It provides an on-screen preview of the Quick View report.

CHAPTER 7102Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End UsersView Report screenDo any of the following:•Tap PgUp or PgDn to navigate up or down through the pages of the report.•Tap Print to print the report. A Printing confir-mation message will be displayed. After printing has finished, tap <Back to return to the View Report screen.If you experience any problems while attempting to print a report, see “Printing problems” on page 119.After you have finished viewing the report, tap <Back to return to the Date/Time Range screen.11 Tap <Back on the Date/Time Range screen to return to the Reports screen.Deleting reportsYou may want to delete unused or unwanted reports. This can simplify the report running process by limiting the number of selections that appear on the report screens.You can delete any existing report (excluding the built-in Configuration and Quick View system reports). Deleting a report does not affect any existing data and will not remove any recorded events from the activity list.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To delete a report:1Choose Mgr > Reports to display the Reports screen.Reports screen, Sample Report selected2In the report list, tap the report you want to delete. The report should appear selected, as does SampleReport in the figure above. If the report you want to select is not displayed among the currently visible items, drag the Scroll Arrows ( and ) at the right-hand side of the list.3Tap Delete ().4A Confirmation screen similar to the one below will be displayed. Tap Yes to delete the report and return to the Reports screen.

103BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersReport deletion Confirmation screen

CHAPTER 7104Working with ReportsDraft for Reseller Review OnlyNot for Distribution to End Users

CHAPTER 8106Using the BarVision SystemDraft for Reseller Review OnlyNot for Distribution to End UsersCleaning pour spoutsTo maintain sanitary conditions and to ensure consistent pour spout pour rates, it will occasionally be necessary to clean the pour spouts. Cleaning all the pour spouts from every liquor bottle in your bar on a routine scheduled basis could be a very time-consuming process. Generally, such an undertaking should not be necessary. However, BarVision wireless pour spouts can accommodate whatever regimen or schedule your establishment currently adheres to, whether you clean a pour spout each time a bottle runs empty, or clean each pour spout on a weekly basis. Careful warm-water rinsing should remove any residue that has built up in the nozzle and help minimize any pour rate degradation.

$107Draft for Reseller Review OnlyNot for Distribution to End UsersChapter 9: Working with Datao effectively manage your establishment, you need access to timely, accurate data. BarVision supplies that data. This chapter provides you with tips for using, safeguarding, and maintaining your BarVision data. It contains the following sections:• “About BarVision data” on page 107• “Exporting data” on page 107• “Backing up data” on page 110• “Restoring data” on page 111• “Maintaining the journal” on page 113• “Erasing the journal” on page 115About BarVision dataAs BarVision monitors the events that occur to the open bottles in your establishment, it generates and stores detailed data about the specifics of those events. These data records are then saved in the system’s journal, and a summary of each event record is displayed on the Activity screen.BarVision’s built-in reports enable you to organize, view, and print the collected data. But you might want to interact with the data more directly. For example, you might want to export BarVision’s raw journal data so that you can analyze it, use it to generate charts and graphs, or evaluate it to track trends. You might want to back up the system data for archival and system recovery purposes. Or you might want to delete all of the collected data to simplify your ability to track liquor usage during a special event or at a seldom-used remote bartending location. BarVision allows you to do all of these things, and the following sections of this chapter explain how.Exporting dataYou can export BarVision journal and report data from your Palm® handheld to a laptop or desktop computer. You might want to do this in order to print, e-mail, archive, or analyze the data. To export BarVision data, you must have the BarVision Conduit for Palm HotSync installed on the target PC (refer to “Installing the BarVision Conduit for Palm HotSync” on page 13). With the conduit installed, you can export BarVision data simply by synchronizing your Palm® handheld to your personal computer. (For information about synchronizing, refer to the documentation that accompanied your handheld.)Each time you synchronize your handheld to a computer equipped with the BarVision Conduit for Palm HotSync, a new journal data file is created. This export occurs automatically and requires no action on your part, other than to initiate the synchronization. Report data, by contrast, is only exported if a report has been run since the last time you performed a synchronization, and only if the report that was run had its Export setting (see “Export” on page 81) enabled at the time. These two types of data (journal and report) are saved in different file formats and to different locations on the target computer’s hard drive, as explained below.Journal dataBarVision journal data is exported to a comma separated value (.csv) file. This export occurs automati-cally each time you synchronize your Palm® handheld (with BarVision for Palm OS® software installed) to a personal computer (with BarVision Conduit for Palm HotSync software installed). Each exported file contains all of the journal data collected since the last time you synchronized your handheld. The data file’s name identifies its creation date and the handheld terminal from which it was exported. Exported journal data files are stored on the target PC in the default location: C:\Documents and Settings\User Name\My T$

$CHAPTER 9108Working with DataDraft for Reseller Review OnlyNot for Distribution to End UsersDocuments\BarVision\Journal. The comma delimited files can then be viewed and manipulated using any spreadsheet, database, or report design program (such as Microsoft® Excel®, Lotus® 1-2-3, or Crystal Reports®).Exported journal data files contain information in columnar format. Each row provides information for a single journal event record. The table below identifies the data provided for each event record.Table 1: Data provided in exported .csv journal data files Report dataBarVision report data is exported in ASCII text file (.txt) format. When you run a report that has been configured for export (see “Export” on page 81), the system stores the generated report information. The next time you synchronize your handheld (with BarVision for Palm OS® software installed) to a personal computer (with BarVision Conduit for Palm HotSync software installed), a text file version of the report is created on the target PC. Each exported report file’s name identifies the date and time the report was run and the handheld terminal on which it was run. Exported reports are saved to the default location: C:\Documents and Settings\User Name\My Documents\BarVision\Reports. After those text files have been created, they can be printed, e-mailed, or archived for permanent storage and record keeping.Current handheld hardware limitations restrict the amount of stored BarVision report data to three megabytes. If you reach this limit and do not export the report data from the handheld, any report you run afterward will overwrite the oldest saved report infor-mation. To avoid this potential for loss, be sure to regularly synchronize your handheld.Data Label ExplanationDate The date on which the event occurred.Time The time at which the event occurred.Location The location number assigned to the con-tainer.EventType The type of event that occurred.ItemCount For events of EventType “Lost,” this column identifies the number of lost events.SerialID The serial identification number of the wireless pour spout.Product The product name assigned to the con-tainer.Category The price category assigned to the con-tainer.PourTime The duration, in seconds, for which the bottle was tilted past 90 degrees during a pour.Tilt90_Time The duration, in seconds, for which the bottle was tilted between 90 and 135 degrees during a pour.Volume The volume of liquid dispensed during a pour.Cost The wholesale cost of the volume of liquid dispensed.ServingSize The serving size that the pour was allo-cated to.Over_Under Indicates if the pour was an over- or under-sized pour.ImproperTilt Identifies pours made at an improper bot-tle tilt angle. A value of 1 indicates an improper tilt angle.ContainerSize The volume of liquid the container holds at capacity.YieldVolume The total volume of liquid dispensed from the container.Data Label Explanation$

$109BARVISION FOR PALM OS®User’s GuideDraft for Reseller Review OnlyNot for Distribution to End UsersExport procedureTo export BarVision data from your handheld to a personal computer, the BarVision Conduit for Palm HotSync software must be installed on the target PC. For information, see “Installing the BarVision Conduit for Palm HotSync” on page 13.To synchronize a handheld to a personal computer, HotSync® Manager must be active. HotSync® Manager is installed when you install the PalmSource™ Desktop software. If you did not install PalmSource™ Desktop, you do not have HotSync® Manager on your computer. Refer to the documentation that accompanied your handheld.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To export data from your Palm® handheld to a per-sonal computer:1Choose Mgr to display the Manager Functions screen.Manager Functions screen2Tap Exit BarVision to quit the BarVision for Palm OS® program and display the Applications View.Applications View3Synchronize your Palm® handheld and personal computer. Depending upon your hardware configu-ration and network setup, this can be done in any one of four ways:• Wirelessly using Bluetooth® technology on your handheld• Using the USB sync cable by attaching it to your handheld and your computer• Using your handheld’s infrared port• Connecting to your wireless (Wi-Fi) networkRefer to the User Guide that accompanied your Palm® handheld for details.4After the synchronization process is complete, navigate on your personal computer’s file system to the location: C:\Documents and Settings\User Name\My Documents\BarVision. This folder should contain subfolders named Journal and Reports. The Journal folder contains the exported journal data file in .csv format. The Reports folder contains any exported report data files in .txt format.5After you have finished exporting data, be sure to restart the BarVision for Palm OS® software and connect the handheld to the BarVision data receiver.$

$CHAPTER 9110Working with DataDraft for Reseller Review OnlyNot for Distribution to End UsersBacking up dataRegularly backing up the BarVision for Palm OS® data provides you with a clear recovery path in the event of a disaster (for example, if the Palm® handheld should be lost and replaced, erased, or if a hard reset is performed). When you create a backup, each of the system’s databases is copied to the SD memory card located in the handheld’s expansion card slot. Should the need arise, those databases can then be restored to the handheld (see “Restoring data” on page 111). This will return the system to the state it was in at the time the backup was created. All of the categories, serving sizes, containers, and reports you have created, as well as all of the events recorded in the activity list, will be restored.You can create a system backup in three different ways: by running a properly configured report (see “Back up during maintenance” on page 84), by selecting the Back up to SD card before doing maintenance option when performing journal maintenance (see “Maintaining the journal” on page 113), or by choosing the Back up to SD card utility function. Regardless of which method initiates the back up, the BarVision for Palm OS® databases are copied to the SD memory card location Palm\BarVision\Backup. Each time you initiate a back up, the existing database files stored on the memory card at that location are overwritten.To minimize the possibility of data loss, Nuvo Technol-ogies recommends using two SD memory cards on a daily rotating basis, or, alternatively, copying the backed up databases from the SD memory card to your personal computer’s hard drive. These safeguards will help protect your data should a memory card malfunction or become lost or misplaced.Note: The following procedure describes the process of manually backing up the system’s databases. For infor-mation on creating a backup while running a report, see “Back up during maintenance” on page 84. For infor-mation on backing up during journal maintenance, see “Maintaining the journal” on page 113.Note: Performing the following procedure typically requires the manager security code. See “About security codes” on page 26.To back up the BarVision for Palm OS® databases:1Verify that the SD memory card you want to back up to is located in the handheld’s expansion slot. If it is not, insert it.2Choose Mgr > Diagnostics & Utilities to display the Diagnostics & Utilities screen.Diagnostics & Utilities screen, Back up to SD card selected3In the utilities list, tap Back up to SD card to highlight it, and then tap Select.4One of the following two things will occur:• If the SD memory card in the handheld’s expansion slot does not already contain a backup of BarVision’s databases, the Maintenance status screen will be displayed. Proceed to step 5.• If the SD memory card in the handheld’s expansion slot already contains a backup of BarVision’s databases, a Confirmation screen similar to the one below will be displayed.$

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