User Guide - Scanner

Transcription

1 User Guide - Scanner

2 S The Scanner Scanner Home Page Navigating the Scanner The power on and off button () is located on the top right of the handheld. The orange button () in the center and two black buttons on the sides of the Scanner will activate the bar code reader. Two short cut buttons (C) that launch Scan Genius are located to the right and left of the orange scan button. Turn on the scanner by pushing the red button on the upper right. The scanner will display the most recently accessed screen. The scanner automatically shuts itself off to conserve battery power. Tap the screen with the stylus or your finger to navigate the scanner. Press the house button (D) on the bottom left of the screen to access the Scanner home page (E). D C E 2

3 S The Scanner Scanner Home Page Charging the Scanner The battery icon () on the Scanner home page indicates the amount of battery charge available. When fully charged, the scanner will operate for eight hours. If the battery is charged less than 25 percent, return the scanner to the cradle. If you run out of battery power, the information on your scanner will be erased. There is no need to run the battery down before recharging, and you cannot overcharge the battery by leaving it in the cradle. ccessing the Scan Genius Menu Tap the Scan Genius icon () on the Scanner home page or push one of the two shortcut buttons to open the Scan Genius menu (). You are given four options: Inventory/Ordering, Scan Now, Shelf Tags and Edit Shelf Data. (Note: If you press the - to the right hand side of the orange bar, it will quick launch ordering software) fter choosing one of these options, exit is always displayed in the upper right corner of each screen. Tap Exit to return to the previous screen. 3 3

4 S The Scanner Ordering Navigating the Ordering Screen Tap Ordering () on the Scan Genius menu. Ordering displays the suppliers you have loaded onto the scanner. If you have scanned your order, the total cost of the order is displayed (). Use the scroll bar (C) to see any suppliers that might be hidden. Tap a supplier s name to highlight an order. The number of that supplier and the total number of suppliers on the Scanner is displayed in the bottom right corner (D). Tap Exit (E) to return to the Scan Genius menu. Note: *sterisk indicates supplier has LN exclusive deals. See the LN Exclusive deals under the Scanner Menu section for more information. E C D 4

5 S The Scanner Ordering Vendor Tap a supplier to highlight. Tap Vendor (). The supplier information screen displays contact information for that supplier. Minimum order information and the current order number are also displayed. To view the previous or next supplier on your list, tap the arrows (). Memo Tap Memo (C) to view the order s description if you added one using your PC. See Orders under the Orders ction Menu in the Orders Menu section for more information. Tap Exit (D) to return to the Inventory/Ordering screen. C D 5

6 S The Scanner Ordering C D F Defaults Tap Defaults () to change the scanner s settings. Default Scan Field The default scan field is the field your cursor will populate after you scan a product. Front is the amount of inventory you have on the shelf. ack is the amount of inventory you have in back-stock. Order is the amount you want to order. Tap Front, ack or Order to set your default scan field (). You should tap Front or ack if you want to use the algorithm function. uto addition Check the auto addition box (C) to allow cumulative scanning by adding the current user input to previously scanned quantities. Increment quantity on screen Tap the increment quantity on scan check box (D) to activate single click scanning. Each scan will automatically order a single unit. Each repeat scan of a product will increase the order quantity by one unit. To return to normal scan mode, uncheck the box to deactivate single click scanning. Primary distributor The primary distributor you assigned on the PC will be set as default. Click the box Change Primary Distributor (E) to open a window to choose which distributor is set as primary. Scanned items that are common to both distributors will automatically be assigned to the primary. E Tap Exit to return to the Inventory/Ordering screen. Scan SKU Highlight the distributor you want to scan by SKU. Tap the Scan SKU check box (F) to activate. check mark will appear. Note: You can switch between UPC and SKU while scanning without changing a setting from the Scan screen. You may only scan by SKU for one supplier at a time. To scan by SKU for a different supplier, highlight the other supplier. The Scan SKU box will be empty. Tap the check box to activate Scan SKU for the new supplier. 6

7 S The Scanner Ordering Stocked To check for items that are stocked but were not scanned, highlight the supplier and tap Stocked (). If the supplier has categories, a list of categories will appear (). Tap a category to view the items stocked but not scanned in that category. To view all of the categories, tap ll Categories (C) to view all items stocked but not scanned for that supplier. If the supplier does not have categories, the screen will automatically display all of the items that are stocked but not scanned (D). The number not scanned is listed at the bottom of the scroll bar (E). To order the item, tap on the product name. The order screen will appear. Enter the quantity. Tap exit to return to the Stocked Not Scanned list or scan the next product to continue ordering. C D E 7

8 S The Scanner Ordering List Items Highlight a supplier. Tap List Items () to display all the items ordered for that supplier. The quantity ordered is displayed next to the item (). To highlight any item, tap the product name. The number of the item highlighted and the total number of items ordered is shown on the bottom right of the screen (C). Use the scroll bar to view any items that might be hidden. The order total is shown at the bottom (D). Show SKU To view items by SKU, check the Show SKU box (E). E Delete To delete an item, highlight the item. Tap Delete (F). Tap Yes in the confirmation box. Edit To change the quantity ordered of an item, highlight the item. Tap Edit (G) to open the Scan screen. Enter the new quantity and tap Exit to return to the items list. F G D C H Page Partitions If you have page partitions enabled for the supplier, the list defaults to page 1. To view another page, tap the arrow (H). Tap the page number you want to display or click all. Each page will only display the items assigned to it. If you choose to view all of the items, the item s page number will be to the left of the item name. Tap Exit to return to the Inventory/Ordering screen. 8

9 S The Scanner Ordering Scan Tap Scan () to go directly to the Scan screen. See Scan Now in the Scanner section for more information. 9

10 S The Scanner Scan Now Navigating the Scan Screen Tap Scan Now () on the Scan Genius menu. You can also tap Scan on the Inventory/ Ordering screen. Note: fter you begin ordering, you will never see Ready to Scan. The screen will default to the last item scanned. The Scan screen () will default to the highlighted supplier on the Ordering screen. However, you can scan products for any supplier you have loaded on the scanner. The system will automatically put a scanned product in the correct supplier s order. The supplier will appear on the top left. The default scan field is highlighted. Tap Order, Front or ack to highlight the field. Use the keypad to enter the quantity in the highlighted field. Tap CE to clear all digits entered into the highlighted field. Tap the arrow to delete the last digit entered in the highlighted field. Order Order is the amount of the item you want to order. Front and ack Front is the amount of the item you have on the shelf. ack is the amount of the item you have in back-stock. Minimum The minimum order to purchase is displayed and highlighted on the scanner. If an order amount is entered that is less than the required minimum, the minimum field will remain highlighted. PrevOrd PrevOrd shows how many, if any, of the item was ordered in the previous order. PrevInv PrevInv shows how many, if any, of the item was previously inventoried. Page Page partitions mimic old MSI scanners for participating suppliers. Page partitions must be enabled on the PC to be operate on the scanner. The scanner defaults to page 1. Pages are displayed on the Scan screen on the left of the 7 key. To set a page for a department or aisle, tap the down arrow. To select a page, tap the arrows to find the page number. Tap the page number. Scanned products will then be stored on that page. Up to 30 pages are available. See Supplier under the Orders ction Menu in the Orders Menu section for more information. Cost/Ea or Cost/Cs The cost for each UPC is displayed at the bottom of the screen. Total running total for the supplier order is shown underneath the item cost. 10

11 S The Scanner Scan Now Scanning a ar Code To scan orders, aim the front end of the scanner toward a bar code on the product or on a shelf tag. Keep the scanner 2-4 inches away from the barcode for best scanning results. Push any one of the three buttons on the scanner to activate the laser. You will hear at least one tone when the barcode was scanned successfully. The name of the product will be displayed. () The cursor will be blinking in the default scan field. Use the keypad to tap in the quantity. Repeat these steps for all the products you want to order. You can scan products in any order. The system will automatically put a scanned product in the correct supplier s order. New Items You will hear three tones if the item scanned is a new item. The scanner will display New (). The new status will display for 90 days. Scanned new items are identified on the order on your PC with an asterisk (*). 11

12 S The Scanner Scan Now Scanning a ar Code (Continued) Sale Items You will hear three tones if the item scanned is on sale. The scanner will display Sale. Tap the word Sale () on the screen. Sale details will appear on the Specials screen. Tap Exit () to return to the Scan screen. C Items with Price Changes You will hear three tones if the item scanned has a price change. The scanner will display Price (C). Price changes will appear in the system for 30 days. Scanned items with price changes are identified on the order on your PC with a #. 12

13 S The Scanner Scan Now Scanning a ar Code (Continued) Discontinued Items You will hear five tones if the item scanned is discontinued. The scanner will display Disc (F). Discontinued items can still be ordered, but they may not ship depending on the suppliers supply. Discontinued items are stored in the product database. Case vs. Each Quantities Some items have the same UPC for case and each quantities. The scanner defaults to case. single tone will sound when a common UPC for case or each is scanned. The case quantity is displayed under Exit. To change the order from case to each, tap the down arrow (). Tap E (C) to change the order units. single tone will sound. If the case is on sale, but an each quantity is not, the sale flag will disappear. The minimum quantity may also change. C 13

14 S The Scanner Scan Now Scanning a ar Code (Continued) Two Distributors Products carried by both distributors will automatically be assigned to the primary distributor unless the second distributor is assigned. The arrow () next to the pack size indicates that the product is carried by both distributors. To assign the scanned product to the second distributor, tap the arrow. screen will pop-up with both distributors listed (). When the secondary distributor s name is tapped, the item will immediately be assigned to it and the order field will be highlighted. Differences in prices or pack amounts will also appear. Enter the order amount and continue to scan. Subsequent products will continue to be assigned to the primary distributor. C Living Naturally Exclusive Deals Top suppliers in the industry have partnered with Living Naturally to provide exclusive deals on many new and innovative products. s a Living Naturally retailer you get exclusive access to these products. Scan Genius alerts you to these products on the handheld when you are scanning. Products that offer exclusive deals are indicated the LNDeal (C). To see the specific details of the Living Naturally Exclusive Deal, tap on LNDeal and a screen will display the information about the special (D). Use the scroll bar to view the entire special. D 14

15 S The Scanner Scan Now Delete To delete an item from the Scan screen, tap Del (). Tap Yes () in the confirmation box. Tag While scanning, you may create a list of shelf tags or add to the list you have scanned. To add an item to the shelf tags list, tap Tag (C) on the Scan screen. The screen will display Tag Saved.The product will be saved to the shelf tag list. Note: fter the tag is saved, the tag saved flag will not appear on the screen again. If you tap the tag oval again, you will add that item to the shelf tag list again. C D E F Detail To see more details about a product while you are scanning, tap Detail (D). This screen (E) displays item details stored in your product database including the supplier s item number, cost and minimum order information. The previous six orders are also displayed with the amount ordered and the inventory at the time of the order (if the inventory data was recorded). Tap Exit (F) to return to the Scan screen. 15

16 S The Scanner Scan Now UPC You can look up a product by UPC or SKU number on your scanner. On the Scan screen, tap UPC (). To look up a UPC, use the keypad to type in the number and tap Lookup UPC. If you want to use a SKU number, Scan Sku must be enabled for the supplier. Please refer to the Scan Sku in the Ordering section to set this option. If the SKU has only numbers, use the keypad. To enter letters or symbols, including dashes, tap either abc or 123 on the bottom of the scanner screen. Tap either abc or 123 () to enter letters, numbers and symbols. Tap Done when you are finished. Finally, tap Lookup UPC. The product will be displayed as if it was scanned. Enter the order quantity to add the item to your order. 16

17 S The Scanner LN Exclusive Deals LN Exclusive Deals Top suppliers in the industry have partnered with Living Naturally to provide exclusive deals on many new and innovative products. s a Living Naturally retailer you get exclusive access to these products. To view the products with deals tap on the LN Exclusive Deals button (). The screen will show a list of suppliers that have ED (Exclusive Deals) from the group of suppliers that got loaded to the scanner for ordering. The dollar total for the order is listed along side the supplier. To view a distributor's EDs by category C tap the Category button (). Then click the category to view the individual products. If the supplier is a direct, tap on the List Items button (C). list of the individual products offered as ED are listed. Use the scroll bar to view all the products. To view the details of the deal, highlight a product and tap the Deal Detail button (D). The detail window will display the product name and the promotion that goes along with it (E). Use the scroll bar to view the full promotion. To place this product on order, enter a quantity in the Enter Qty field (F). Use the keypad displayed on the screen. Item Detail G) will display information about the product such as wholesale, SRP, SKU number, UPC number and order history. Use the forward and backward arrows (H) to scroll through the list of ED products. To view the list of products on the order use the Order List button (I). This will display all the products that have been scanned and placed on order for the listed supplier. The Home button (J) will jump back to the Scan Genius home page. F G E D J H I 17

18 S The Scanner Shelf Tags Scanning for Shelf Tags To scan for tags with the shelf tag function, tap Shelf Tags () on the Scan Genius menu to open the Shelf Tags screen (). egin scanning. Note: Scan the products for shelf tags in the order you want them to appear at the shelf. They will be listed and printed in that order. Enable Lookup The system defaults to enable lookup. The name of the scanned product is displayed along with the UPC. Uncheck the box (C) to not display the name of the scanned product. List Use the arrows (D) to scroll through the labels or tap List (E). Use the scroll bar to see the complete list. To return to an item in the list, tap the item to highlight and tap Exit. To delete a label from the list, tap the product to highlight. Tap Delete (F). Delete all (G) will erase the entire list of scanned labels. F C G D E E Downloading Shelf Labels Shelf labels will automatically be unloaded to the portal each time you click Load and Unload. If you have only scanned for shelf labels, dock the scanner in the cradle and click Refresh. Push the HotSync button on the cradle when prompted to do so. Next click Load and Unload, push the HotSync button on the cradle when prompted to do so. Your shelf labels will appear in the portal. 18

19 S The Scanner Inventory Scanning for Inventory Scan Genius provides a fast and efficient way to perform inventory in the store. Place the scanner into Inventory mode by tapping on the Inventory button (). This screen is very similar to shelf tags with the difference being the option to record a quantity (). The same scroll feature and list options exist as on the shelf tags screen. Scan the store and record your inventory. C Unload the Inventory Inventory will automatically be unloaded to the portal each time you click Load and Unload. If you have only scanned for inventory, dock the scanner in the cradle and click Refresh. Push the HotSync button on the cradle when prompted to do so. Next click Load and Unload, push the HotSync button on the cradle when prompted to do so. Your inventory will appear in the portal.. 19

20 S The Scanner Inventory Log onto My Genius Central Go to and log in. Go to Inventory Uploads under the Orders tab. If you do not have an account to My Genius Central, contact support at Sign up is free. Rank your Distributors Use this page to rank your distributors. Place the distributor that you order from the most at the top, then the second one next and so on down the list. To move a distributor in the list, highlight them by clicking on the name of the distributor in the list and use one of the move up or down buttons to the right. Use the Inventory Date drop down to select the inventory file you want to work with. When you are finished click on the ssign to Products () button on the right. If you have already done this step before, you can simply select your inventory from the date list and click on ssign to Products. 20

21 S The Scanner Inventory djust the Vendor If you need to change the vendor association of a product you can do this with the Vendor drop down menu () on the right. You should only need to change distributed items, the system will automatically match up items with direct manufactures. You might want to change the association of an item to get that distributors price on the export. Export the Data list of all the products you scanned in your inventory will now be listed on the screen. Choose Generic in the POS Template drop down menu (). Then click on the green Export button in the bottom right part of the screen. Saving the File fter you click on export, a File Download window will appear. Click on Save, this will ask you where you would like to save the file. Save the file where it is easy for you to find. It will be helpful to give it a different name, one indicating something about the inventory you just did. You might want to create a special folder on your desktop or in your documents just for these types of files. 21

22 S The Scanner Inventory The file is exported in a CSV file format, which is a very common type of text file. This file can be opened by many different types of programs including Microsoft Exel. The example below is being viewed in Notepad. Here you can see what data has been exported. The first row tells you what each data field contains, and each data field is separated by a comma. Note: Often times a retailer will take this file and open it in Microsoft Excel and apply a formula to the data to come up with a total cost, so they know what the value of their inventory is. This is very helpful for year end inventory. 22

23 S The Scanner Edit Shelf Data Navigating the Edit Shelf Data Screen You can edit product data including retail price, minimum and maximum on the scanner. Tap Edit Shelf Data () on the Scan Genius menu. If Shelf Tags have been created the products will automatically be displayed with the retail price. (), otherwise scan a product. To edit price, minimum or maximum, tap the field to highlight. Use the keypad to enter the new quantity for the highlighted field. To move through the list, click the arrow buttons (C) to go to the next or previous item. The double arrows will take you to the beginning or end of the list. New data will be stored in your products catalog on your PC. Del ll To delete all of the items from the Edit Item screen, tap Del ll. Tap Yes in the confirmation box. List To view a list of all items, tap List on the Edit Item screen. The list will reflect new retail price data if it has been entered. You can delete one or all of the items from this screen. Del To delete the item shown on the Edit Item screen, tap Del. Tap Yes in the confirmation box. C 23

24 S The Scanner Edit Shelf Data Editing Products not on the Scanner You can also scan to edit shelf data even if the product catalog is not on your scanner. When you scan, the UPC number will appear but the retail price will not. Enter the new data. The list will only display the UPC number. The scanned UPC s will be matched to your products database on the PC, and the complete product information will appear in the shelf label screen when you print the labels. Minimum and maximum data entered on the scanner for UPC s will be saved to the database. Caution: If you use the edit shelf data function for catalogs that are not on the scanner, any changes to the retail price that you make on the scanner will only be saved to the shelf tag list. The new prices will not be saved to the product database. Unloading Shelf Data Shelf labels will automatically be unloaded to the portal each time you click Load and Unload. If you have only scanned for shelf labels, dock the scanner in the cradle and click Refresh. Push the HotSync button on the cradle when prompted to do so. Next click Load and Unload, push the HotSync button on the cradle when prompted to do so. Your shelf labels will appear in the portal. 24