• The System (or Default) Colors are a different selection of colors than on previous versions.  Previously, after 16 stops, the default colors repeated.  With the new colors, there will be no repetition.
  
  
• The EmbTrak licensing has been updated beginning with the 5.0 release.  Because licensing depends on the ip address, you should have a static ip address for the machine where the SQL server database is running.

• EmbTrak will now use your Windows color schemes for highlighting.  

• Address Validation is a feature that can now be selected when you install EmbTrak on a client.  When installed, Sales Order Billing and Shipping Addresses will be validated against the UPS or USPS listing for addresses in the US and Canada.  Contact EmbTrak if you would like to add this feature.
  
  Validation occurs when the customer is first assigned to an order or whenever the address is modified on an order.  A UPS box will display on the address tabs of the Sales Order Header.

• If the address is confirmed, the box will be checked.
• If the address is considered invalid, outside the US or Canada, or  the internet is not available, the box will remain unchecked.

• Edit Color History - For Enterprise users, you can now View and Edit Coloring History.  This screen provides viewing and editing access to the previous colorings based your color matching, typically Design #, Account #, Product and Color.  See Appendix A

• Product Palettes - For Enterprise users, you can now assign Style Palettes to specific Products.  Then in Color Coordination, you will be able to view recommended color palettes and coloring instructions based on the individual product.  See Appendix B

• The Users & Groups screen has been rearranged.  Typically, this screen is only used when adding or modifying users.

• The Machine Configuration screen has been rearranged.  Typically, this screen is only used when updating to a new EmbTrak version.

• The Colored By field is now visible in the WO Dispatch header columns.

• There are now Display Sequences available for Contractor and VAS Code (Enterprise and Elite customers) display lists on the Sales Order screen.  To set Display Sequences:
  • Go to System -> Administration ->   Edit List Tables -> List Data Editor -> Contractors (or VAS Codes)
  • Set Sequence #’s to the order you want them to display in EmbTrak.  
  • Click Save
  • Click X to Close
  • Next time you you login to EmbTrak and open Sales Order Management, you will see the new sequence listing

• Design Library Design Statuses are now defined under Routing.  Initially on 5.0, the Design Status routing is set based on the Display Sequence of the 4.15 Design Statuses screen.  With the new Design Library status Routing, when changing a status in Design Library, only the next step is visible.  Previously, you could select any step, regardless of the status sequence.  See Appendix C on how to modify your Design Status Steps and Routing.  
  
  
• Reports that are available as of Version 5.0:
  • Sales Order screen
    Sales Orders
    Design Proof

• Work Order Dispatch screen
  Work Order

• Color Coordination screen
  Work Order
  Design Proof

• Print option
  • Undecorated Orders - Sales Orders with no Decorations, except lines specifically marked as Undecorated
  • Sales Orders Without Work Orders
  • Colorist Work List by Cancel Date (Enterprise only) - Work Orders that have not yet been Colored, for Given Cancel Date Range, by Assigned Colorist
  • Colorist Work List by Start Date (Enterprise only) - Work Orders that have not yet been colored, for given Earliest Ship Date range, by Assigned Colorist
  • Colorist Work List by Required Date - Work Orders that have not yet been colored, for given Required Date range, by Assigned Colorist
  • Colored Work Orders & Summary - Work Orders Colored During a Date Range
  • Materials Receiving - Purchase Order Receiving WorkSheet
  • Open Sales Orders Stitches - Open Sales Orders with # of Stitches Required
  • Open Work Orders
  • Open Work Orders Stitch Hours - Open Work Orders with # of Stitch Hours Required
  • Design Development - Lists Designs by Design Status
  • On Time Delivery - Sales Orders - Compares Actual Ship Date (for Ship Step in Routing) vs Planned Ship Date (Required Date), Sorted by Customer and Order Date.
  • Sales Orders and Work Order Count
  • Design Usage - Designs used during a given Colored Date range.
  • Production By Process & Summary - Open Work Orders by Process by Month
  • Completed Orders by Process - Completed Work Orders by Process by Month
  • Packing List
  • Packing List for Contractor - Packing List, but with No Company Header

• Edit Color Palettes - You can now more easily add, edit, and delete individual threads as well as import groups of threads or entire palettes.  See Appendix D.

• “Other” column on the Sales Order item line can be used to accommodate a secondary size such as inseam or neck size.  Enter the value when you enter the line item.  This size will also print on the Work Order if your Print Profile is set to print sizes.
  
  
• Work Order Header - You can now sort on the Billing Account column.

• Design Proof Report - The Product Images files should now be .PNG files instead of .JPG’s.

Appendix A

Edit Color History

First Available Version:  5.0
Available in Editions:  Enterprise

Color History screen

Color History Records are stored based on our Color History Matching scripts.  Most of our customers match on Design #, Account #, Product # and Garment Color.  There may be a reason you would need to change the threads on Color History records so that future orders will match with the new thread selections.  You can also Add Color History if you want to establish History early so that the Colorist will find a match before the first matching order is colored.

You can now access the Color History records for adding, viewing or editing.  From the Menu, select Color History.

Edit Color History
On the Get screen, Enter Design # as well as Account #, Product Number and/or Color.  



Any records found that match the entered criteria will be retrieved.  You can view the retrieved records by scrolling through using the arrow buttons.  To update a thread value, change the thread number and click Save.  Scroll to the next record and make any further necessary thread changes.  When complete, close the window.




Add Color History
On the Get screen, Click Cancel.  Click to add a new record.  Enter values into the appropriate fields.  For correct future matching, enter values into all editable fields.  You can mouse over the field Label or field value to see further information.  Ex, mouse over the Design # and you’ll see an information box providing the Design Description.

Enter Thread Numbers for this record.  Colors will update in the viewer as threads are entered.  When finished, click Save.


Delete Color History
If you need to delete a Color History record, on the Get screen, enter the Design # as well as Account #, Product Number and/or Color.  Any records found that match the entered criteria will be retrieved.  Scroll through the records to find the record(s) you want to delete.  When the correct record is on the screen, click to delete the record.

Appendix B

Edit Product Palettes

First Available Version:  5.0
Available in Editions:  Enterprise

Edit Product Palettes screen -  System -> Administration -> Color Palettes -> Edit Color Palettes

You can assign Style Palettes to specific products so that the Color Coordinators will see a limited group of colors in the Product Palette on the Color Coordination screen.  By default, assigning a Style Palette will assign that palette to all the colors for that Product.  If you want to be able to assign Style Palettes to specific Product/Color combinations, contact EmbTrak Support to update your ProdPaletteIgnoreColor setting.

The Edit Color Palettes screen displays your Style Palettes on the left and your products by color on the right.  To assign a Style Palette to a Product:

1. Select one or more Product/Color combinations from the Product/Colors grid.
2. Select a Style Palette from the Style Palette grid.
3. Drag the selected Style Palette to one of the selected Product/Color combinations.

• Click the > under the Color column to view the colors in the Style Palette. Click < to hide the Colors in the Style Palette.
• To Unassign a Style Palette from a Product/Color, click the under the Palette column.
• Product Color Instructions can be entered/edited here and will display on the Color Coordination screen.

Appendix C

Design Status Routing

First Available Version:  5.0
Available in Editions:  Enterprise, Elite, Express

Routing Plan screen -  System -> Administration -> Routing -> Design

With the new Design Library status Routing, when changing a status in Design Library, only the next step is visible.  Previously, you could select any step, regardless of the status sequence.

The Design Status routing can be viewed or modified on the Routing Plan screen.

Add a new Operation
1) RIght Click under the Operations area
2) Click Create Operation
3) Enter Name, Description and check the Active box.
4) Click OK

Edit Existing Operation
1) RIght Click on Operation
2) Click Edit Operation
3) Make Changes
4) Click OK

Delete an Operation
1) Right Click on Operation to Delete (must not be used in any Design’s existing Routing)
2) Click Delete Operation
3) Answer Y to Delete

Remove Link Between Steps
1) Right Click on the Operation
2) Click Remove link to step and select the appropriate Step
3) Answer to Remove
4) Operation will be Unattached on the Routing Plan

Create a Link Between Steps
1) Right Click on the Operation
2) Click Create link to step…
3) Select to which step to link, enter Link Name, Click OK

Appendix D

Maintain Color Palettes

Updated in 5.0
Available in Editions:  Enterprise, Elite, Express

Maintain Color Palettes -  System -> Administration -> Color Palettes -> Maintain Color Palettes

The Maintain Color Palettes screen allows users to edit or delete existing thread colors, add individual thread colors, and import one or more new threads or palettes through an Import option.

Editing Existing Thread Numbers

1. On the Maintain Color Palettes screen, select the Palette from the dropdown.  Threads belonging that that palette will display in the datagrid.
2. Click on the Thread you would like to update or double click on the thread line to pull up a pop-up Edit window.
3. Change the columns you want to update.  
4. Notice that changing the Red, Green, Blue values automatically updates the HTML and vice versa.  Changing any of these fields will update the color box.
5. Click Save.

1. On the Maintain Color Palettes screen, select the Palette from the dropdown.  Threads belonging that that palette will display in the datagrid.
2. Click on the Thread you would like to delete.
3. Click the Delete button on your keyboard.
4. Answer Y to delete the selected Thread.
   or

1. RIght-Click on the Thread you would like to delete.
2. Click Delete.
3. Answer Y to delete the selected Thread.

1. To add a new thread, click Add.
2. The Color Palette window will open.  
3. Enter the new Thread Number, including any prefix or suffix you may use for this Palette.
4. Enter a Description (optional)
5. Enter a Code (This is an optional abbreviated description)
6. Enter the Red, Green, Blue values
7. Check boxes for Metallic, InStock, or Favorite, if appropriate for your use.
8. Click Save.
9. The Maintain Color Palettes screen will then include the new Number.

1. To Modify the Palette Name, Edit the name in the Palette Name box.  Click Save.
2. To Remove a Prefix from all matching Thread Numbers in the palette, Enter the Prefix to remove and click Remove Prefix.  Click Save
3. To Remove a Suffix from all matching Thread Numbers in the palette, Enter the Suffix to remove and click Remove Suffix.  Click Save
4. To change the Process Type for the entire palette, Select the new Process Type in the dropdown and click Save.

1. Click Import.  The Import Color Palette Screen will display
2. Enter Color Number Prefix and/or Suffix if needed to uniquely identify these thread numbers
3. Enter the Process Type
4. Browse and select the import .csv file
5. EmbTrak will import the colors into the DataGrid for a preview.  Click OK.
6. If data looks as expected, Continue.  If not, X out without Importing
7. If you are importing a thread number that already exists in the database, decide how to handle the duplicate.  Click Replaced to update the existing thread # with the one in the import file.  Click Ignored to skip that thread # and leave the original as is.
8. Click Import to import threads.