File management features are accessed using the Goto button or the File button. Select File Management. Or clicking the File button and selecting File Management.

The File Management window appears.

View Ingredient File Information

Click the File button and select File Management. The File Management window appears. In the Ingredient section, select Show Current Directory and Filename.

View Formula File Information

Click the File button and select File Management. The File Management window appears. In the Formula section, select Show Current Directory and Filename.

Change the Source Formula File

Click the File button and select File Management. The File Management window appears. In the Formula section, select Change Current Formula File.

Change the Source Ingredient File

Click the File button and select File Management. The File Management window appears. In the Ingredient section, select Change Current Ingredient File.

Create a New Formula File

Click the File button and select File Management. The File Management window appears. In the Formula section, select New Formula File.

Create a New Ingredient File

Click the File button and select File Management. The File Management window appears. In the Ingredient section, select New Ingredient File.

Create a New Ingredient File Based on an Existing File

To make a new ingredient file based on an existing file:

Click the File button and select File Management. The File Management window appears. In the Ingredient section, Save File As With or Without Ingredients.

The Save Ingredient File As window appears. If you wish to select a different ingredient file to back up, press the Look In button.

If you wish to create a new ingredient file with all the properties of the current file but no ingredients, check Create New File with No Ingredients.

Press the Save As button.

Enter the new filename and press the Save button.

Making a Back Up Copy of a Formula File

To make a backup copy of a formula file:
Click the File button and select File Management. The File Management window appears. In the Formula section, select Save File As.

The Save Archive File As window appears. If you wish to select a different formula file to back up, press the Look In button.

Press the Save As button.

Enter the new filename and press the Save button.

Making a Back Up Copy of an Ingredient File

To make a backup copy of an ingredient file:
Click the File button and select File Management. The File Management window appears. In the Ingredient section, Save File As With or Without Ingredients.

The Save Ingredient File As window appears. If you wish to select a different ingredient file to back up, press the Look In button.

Press the Save As button.

Enter the new filename and press the Save button.

Deleting Formulas from the Formula File

Click the File button and select File Management. The File Management window appears. In the Formula section, select Remove Formula from Formula File

The Delete Formula window appears.

To delete a formula, select it and press the Delete button (B) or double-click the formula (see figure below). Check Disable Delete Warning (C) if you do not wish to be prompted every time you delete an ingredient.

Press the Close button when finished (D).

If at any time you require a copy of the information shown in the list box, press the Copy List button (A). You can paste the information in another program. If you would like to review a formula before deleting it, press the View button (E). If you deleted the wrong formula, press the Undo button (F) to undo the last deletion or press the Cancel button (G) to undo all deletions.

Rename Formula in Formula File

Click the File button and select File Management. The File Management window appears. In the Formula section, select Rename Formula in Formula File.

Follow the instructions provided in the window.

Copying Formulas from One Formula File to Another

Click the File button and select File Management. The File Management window appears. In the Formula section, select Copy Formula to Another File.

The Copy Formula window appears.

Click the Select Source file button (B) and select a source formula file. The name, date, and type information for each formula is shown (C).

Click the Select Destination File button (D) and select a destination formula file. The name, date, and type information for each formula are shown (E).

Select the formulas to copy from the source file list (C). The user can hold the Shift key and select numerous formulas that are next to each other or hold down the Ctrl key to select numerous formulas that are not next to each other. The user can press the Select All button (F) to select all source formulas or press Unselect All (G) to undo the selection. Press the View button (H) to review formula information.

Press the Copy button (I) to copy the formula information to the destination file. The user can search for a particular ingredient name or reference number using the search feature (J). Pressing the Test Integrity button (K), tests the source file to determine that it is not damaged in any way.

Copying Ingredient Information from One File to Another

This feature copies ingredients from one ingredient file to another. The feature can also add any properties found in the source file to the destination file.
To copy ingredients from one file to another:
Click the File button and select File Management. The File Management window appears. In the Formula section, select Copy Formula to Another File.

The Copy Ingredient window appears.

Notice the tabs near the top of the window. The user can select ingredients from a source file or select ingredients from the USDA ingredients list depending on which tab is selected. The process of copying an ingredient or ingredients is similar in either case.

If the ingredients you wish to copy are not in the USDA list, click the File As Source tab if not already selected. Click the Select Source file button and select a source ingredient file. The name, reference number, and source information for each ingredient in the source ingredient file are displayed.

Click the Select Destination File button and select a destination ingredient file. The name, reference number, and source information for each ingredient found in the destination ingredient file are displayed.

Select the ingredients to copy from the source file list. The user can hold the Shift key and select numerous ingredients that are next to each other or hold down the Ctrl key to select numerous ingredients that are not next to each other. The user can press the Select All button to select all source ingredients or press Unselect All to undo the selection. Press the View button to review ingredient composition information.

Press the Copy button to copy the ingredient information to the destination file. When prompted to update properties answer yes if you wish to add properties from the source file that are not currently in the destination file. The status of properties added to the destination file is listed in the box at the bottom of the window. When finished, close the form and answer yes to save changes.

To select ingredients from the USDA ingredient list, click the USDA Ingredients as Source tab. Select the category of ingredient. Follow the same procedures to copy the selected ingredients to the destination file.

The user can search for a particular ingredient name or reference number using the search feature.

Updating Ingredient File Composition with Master Ingredient File

This feature is very useful when there is an ingredient file with a large number of ingredients (master ingredient file) and users wish to maintain a separate ingredient file with a subset of ingredients. Administrators maintain the master file and users simply update the composition of their ingredients when necessary.

To update an ingredient composition for ingredients also found in the master ingredient file:
Click the File button and select File Management. The File Management window appears. In the Ingredient section, select Update Ingr. File Comp. with Master Ingr. File.

The Master Ingredient File Update Tool window appears.

If you wish to change the master ingredient file, press the Look In button (A). To save your changes for the next time the window is opened press the Save Location button (B).

Press the other Look In button (C) to select the destination ingredient file you wish to update.

Select the Source Look Up (D) and the Destination Look Up (E). This determines the columns to be used to determine if a match has been found between the source and destination files. In the figure, Ingredient Names (D and E) is selected. This means that the same ingredient name must be found in both files for information to be copied from the source row to the destination row in the sheet.

To Select All or Unselect All properties to be updated, click the appropriate button (F). Properties can also be selected based on a Data Form (G). Properties may also be selected / de-selected individually by clicking on them (H).

Press the Update button (I). You will be prompted to add any properties found in the master ingredient file that are not in the destination file. Answer yes if you wish to update properties. Once the update procedure is finished you will be prompted to save your changes. The status box (J) displays all changes that were made to the destination ingredient file. If you wish to paste a record of the changes to a separate document press the Copy Status Info button (K).

Close the window when finished.

Copying Ingredients to an Ingredient File from the Master Ingredient File

This feature is very useful when there is an ingredient file with a large number of ingredients (master ingredient file) and users wish to maintain a separate ingredient file with a subset of ingredients. Administrators maintain the master file and users simply update their ingredient file with new ingredients when necessary.

To copy ingredients to an ingredient file from the master ingredient file:
Click the File button and select File Management. The File Management window appears. In the Ingredient section, select Copy Ingr. To File from Master Ingr. File.

The Copy Ingredients from Master Ingredient File window appears.

If you wish to change the master ingredient file, press the Look In button (A). To save your changes for the next time the window is opened press the Save Location button (B).

Press the other Look In button (C) to select the destination ingredient file you wish to update. Only those ingredients not already in the destination ingredient file are listed on the left portion of the window (D).

Select the ingredients to copy from the source file list (D). The user can hold the Shift key and select numerous ingredients that are next to each other or hold down the Ctrl key to select numerous ingredients that are not next to each other. The user can press the Select All button to select all source ingredients or press Unselect All to undo the selection. Press the View button to review ingredient composition information.

Press the Copy button (E) to copy the ingredient information to the destination file. When prompted to update properties answer yes if you wish to add properties in the source file that are not currently in the destination file. The status box (F) displays all changes that were made to the destination ingredient file. If you wish to paste a record of the changes to a separate document press the Copy Status Info button (F). When finished, close the form and answer yes to save changes.

Replace an Ingredient in a Formula File with Another Ingredient

This feature replaces one ingredient with another in selected formulas. It will not replace ingredients in formulas created in the Ingredient Declaration Section.

To replace an ingredient in a formula with another ingredient:
Click the File button and select File Management. The File Management window appears. In the Formula section, select Replace Ingredient in Formula File.

The Replace Ingredient in Formula window appears.

Notice the tabs near the top of the window. The user can select a replacement ingredient from a source file (A) or from the USDA ingredients list (B). The replacement process is similar in either case.

If the replacement ingredient you wish to use is not in the USDA list, click the File As Source tab (A) if not already selected. Click the Select Source Ingr. File button (C) and select a source ingredient file. The name, reference number, and source information for each ingredient are displayed (D).

Click the Select Formula File button (E) and select the formula file containing the ingredient you wish to replace. The name and reference number for each ingredient in the formula file are shown (F).

Select a replacement ingredient from the list box in the upper portion (D) and the ingredient to be replaced from the list box in the lower portion (F).

Press the Continue button (G). A second window appears.

The replacement ingredient (H) and ingredient to be replaced in the formulas (I) are shown.

Select the formulas containing the ingredient to be replaced from list box (J). The user can hold the Shift key and select numerous formulas that are next to each other or hold down the Ctrl key to select numerous formulas that are not next to each other. To modify the ingredient in all formulas, press the Select All button to unselect press the Unselect All button.

Press the Replace button (K). When prompted answer yes to save changes.

View All Ingredients Used in All Formulas in a Formula File

This feature is used to display all ingredients used in all formulas and the formulas that contain a particular ingredient. We will not be making any changes to the formula file.
Click the File button and select File Management. The File Management window appears. In the Formula section, select View All Ingredients in Formula File.
Click the File tab and click View All Ingredients in Formula File from the File Management group.
The View All Ingredients in Formula File window appears.
Follow the instructions provided in the window to view or copy information.

View All Formulas that Contain a Particular Ingredient

This feature is used to display all formulas that contain a selected ingredient in a particular formula file. We will not be making any changes to the formula file.

Click the File button and select File Management. The File Management window appears. In the Formula section, select View All Ingredients in Formula File.
The View All Ingredients in Formula File window appears.
Follow the instructions provided in the window to view or copy information.
Close the window when finished.

Copying Information from Various User Interfaces

Any of the information contained in a particular section of TechWizard Online™ can be copied and pasted to a separate document. The same is true for many of the user interfaces (windows) in TechWizard Online™ which contain a Copy List button. This allows the user to paste what is shown in the list box to another document or spreadsheet.

Below is an example of the Copy List button (A) in the Add Ingredients window. In this case, pressing the Copy List button would copy all the ingredient information shown in the list box. This would be an easy method of making a separate record of all ingredients found in this ingredient file.

Below is an example of the Copy List button (B) in the Retrieve Formula window. In this case, pressing the Copy List button would copy all the formula information shown in the list box. This would be an easy method of making a separate record of all formulas found in this formula file.

Exporting Formulas to an Excel File

This feature allows the user to export and download an excel file with selected formula information.

Clicking the File button and selecting File Management.

The File Management window appears. Select Export Formulas from the Formula portion of the window.

The Export Formula Information window appears. To select multiple formulas, use Ctrl + mouse click or Shift + mouse click to select a range.

Press the Export button and follow the prompts.

Importing EXL Files

EXL files are a file format used to extract information from a particular labeling application. If you are interested in importing EXL files please contact Owl Software Tech Support at help@owlsoft.com.