PTS Documentation

Using Pre-Printed Labels


(plus) To view a short tutorial video, please scroll to the bottom of the this page.


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Options

  1. Pre-Print Labels
  2. Not Assigned


1. Pre-Print Labels


Navigate to ‘PTS Essential’ and click pre-print Labels from the menu 
 


Change the print quantity to specify the number of tags to print.  Double check the ‘Custom Data’ lines and select the ‘Print’ button at the bottom of the screen. 
 



The pre-printed tags created during this process will be assigned a PTS ID but will NOT contain an assembly data until the next step is completed:  “Using pre-printed Labels."


Add Asset Details

To add assembly information to a pre-printed tag; click ‘Search/Create PTS ID’ or ‘FastForm’ in the PTS Essential navigation toolbar.


Click the  icon if ‘FastForm’ is not being used.


Label Options


Select
 the pre-printed option from the label options. 



Enter the PTS ID of the pre-printed tag to update.



Select ‘New’ to creating a new record or ‘Duplicate’ to begin with data from an existing PTS record.



If the ‘Duplicate’ option is selected, click ‘Yes’ to replace an assembly or ‘No’ to create an independent record.

Type the PTS ID in the ‘Replace ID’ field and click the icon to continue.  


Create or Update

Add data to the record and then select  or    to complete the update.


1. Not Assigned

Another option for adding assembly information to a pre-printed tag is using the ‘Not Assigned’ feature.  To begin, click the link titled ‘Not Assigned’ In the PTS Essential navigation toolbar.  
 



Search Pre-Print IDs 

Enter a pre-printed PTS ID in the ‘Search’ field shown below or click the check box to the right of a pre-printed ID listed below:



Once you have selected the ID, click ‘Assign’ to continue.


Record Options

Select ‘New’ to create a new record or ‘Duplicate’ to begin with data from an existing PTS record.
 


 If the ‘Duplicate’ option is selected, click ‘Yes’ to replace an assembly or ‘No’ to create an independent record.

 Type in the PTS ID in the ‘Replace ID’ field and click the  icon to continue.


Create Record

Add or change data in the record and then select  to complete the update.


Tutorial Video



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