SalesPad InventoryControl InventoryControl User s Manual A software product created by SalesPad Solutions, LLC Copyright

Transcription

1 SalesPad InventoryControl InventoryControl User s Manual A software product created by SalesPad Solutions, LLC Copyright Contact Information SalesPad Solutions, LLC Eagle Park Drive, Suite 100 Grand Rapids, MI Phone: [email protected] Web: Legal Information Trademarks Published Copyright SalesPad Solutions, LLC. All rights reserved. SalesPad is a registered trademark of SalesPad Solutions, LLC. March 2013

2 Table of Contents System Requirements... 5 Overview... 6 InventoryControl Installation... 6 Create a Database Connection... 7 Log in to InventoryControl... 7 Database Update... 8 Setting up Security in InventoryControl... 8 Configuring the InventoryControl Service Workflow Setup Overview...11 Security...11 Setup...11 Inventory Lookup Overview...13 Security...13 Usage...13 Item Serial/Lot Numbers Inventory Bins...14 Restrictions...14 Allocations...14 Bin Lookup Overview...14 Security...14 Usage...15 Multi Purchase Order Receiving Overview...15 Security...15 Settings...15 Warehouse Configuration Overview...17 REV SALESPAD INVENTORYCONTROL 2

3 Security...17 Usage...17 Serial/Lot Attributes Overview...19 Security...19 Usage...19 Editing GP Lot Attributes Receipt Monitor Overview...21 Security...21 Usage...21 Report Manager Overview...24 Security...24 Usage...24 Receipt Processing Overview...25 Security...26 Usage...26 Bin Label Printing Overview...28 Security...28 Usage...28 Item Label Printing Overview...30 Security...30 Usage...30 Warehouse Manager Overview...31 Security...31 Usage...31 Setting Up New Connections in IC Mobile Login Screen Main Menu REV SALESPAD INVENTORYCONTROL 3

4 Receiving Receipt Confirmation Bin Transfer Site Transfer Inventory Adjustments Picking Packing Shipping Stock Counting Returns Additional Settings Uninstalling InventoryControl REV SALESPAD INVENTORYCONTROL 4

5 System Requirements Hardware Requirements Required Hardware Components and Features o Intel X- Scale processor or equivalent o 64 MB RAM or greater Recommended Handheld Models: o Motorola models MC75, MC55, MC70, MC3000, MC9090, MC9190 Motorola MC310 is NOT compatible with InventoryControl o Honeywell models Dolphin 9690 (discontinued), 9950, or 9951 o lntermec models CK3, Intermec 700C series (discontinued) o Psion models Workabout Pro Note: The Windows Mobile device must be able to establish and maintain a wireless connection to the client s network before installing SalesPad InventoryControl Mobile. Software Required Required Software Components o Microsoft Dynamics GP10, GP 2010 o Microsoft Windows Mobile 5.0 or greater o Microsoft.Net Framework version 3.5 or greater o IC Mobile requires.net Framework CF 3.5 Motorola devices require the ScanWedge. Honeywell devices require the DataWedge. ScanWedge and DataWedge are applications, developed by Motorola and Honeywell respectively to operate the scanning engine in their handheld devices. Normally, these applications are factory- installed. If it that is not the case, please contact the manufacturer to obtain a copy of the software or download it from their website REV SALESPAD INVENTORYCONTROL 5

6 Overview SalesPad InventoryControl increases accuracy and control in your warehouse inventory operations. InventoryControl is designed to work with SalesPad Solutions' InventoryControl to advance the level of control you have over your warehouse inventory. InventoryControl Installation To install InventoryControl Console follow the steps below: 1. Find the InventoryControl Console installer file and double click it 2. The installation wizard appears. Click Next 3. Read the EULA (End User License Agreement) and click the I Agree button to continue 4. Install the program to the default (or desired) folder 5. Follow the instructions until the application has been installed 6. Click Finish when the Setup Wizard has completed REV SALESPAD INVENTORYCONTROL 6

7 Create a Database Connection To create a connection to your GP database follow the steps below: 1. On the InventoryControl Console Login screen, click the ellipsis button in the Connect To field. The Connection Editor window appears 2. Specify a Connection Name 3. Enter the Server Name or IP address. This is the server hosting the GP database and the Database used for this connection 4. Choose an Authentication Method and enter the credentials. User ID: User ID used to access the SQL server Password: Password used to access the SQL server 5. Click OK to save the connection and return to the Login screen Log in to InventoryControl You may click on the + button to the right of the Connect To combo box to create additional connections. The - button deletes connections. The button allows you to edit an existing connection. All connections appear as options under the Connect To combo box a) Select a connection from the list b) Enter User ID and Password and click the Login button REV SALESPAD INVENTORYCONTROL 7

8 Database Update You may be asked to install a Database Update. To do so, please follow the steps below: 1. Enter the SQL Server administrator user and password 2. After ensuring a database backup is in place, click the I have made a database backup option 3. Click the Login button 4. The Database Update will begin analyzing database differences. This analysis may take a few minutes 5. When the Database Analysis is complete, click the Login button Setting up Security in InventoryControl InventoryControl Console provides a security editor to set up and manage security groups. Security groups determine which modules and features are available to users when they log in to InventoryControl. If you have used the Security Editor in SalesPad, you will be familiar with the Security Editor in InventoryControl Console. To access the Security Editor in IC Console, follow the steps below: 1. Log in to IC Console with administrator privileges. The sa user is automatically setup by default on new installations. You may use the sa user to start setting up users and groups and change the groups to fit your needs REV SALESPAD INVENTORYCONTROL 8

9 2. On the toolbar menu, Click on Modules, then click the Security Editor icon 3. Create a Security Group. A Security Group must be entered to display the Security Settings on the right pane. To add a Security Group, click New under Group Security. Enter the name of the Security Group in the pop- up window and click OK 4. To give users access to execute future database updates under Database Update > Can Update Database and set it to True 5. To add users to a Security Group, click New under System Users 6. Enter information about the new user in the pop- up window and click OK. To assign the user to a Security Group, you must enter the name of the group in the Security Group field 7. You must log out and log back in for security changes to take effect REV SALESPAD INVENTORYCONTROL 9

10 Configuring the InventoryControl Service The InventoryControl Service is responsible for hosting the hand held devices so users can manage inventory and execute transactions via the scanners. Follow the instructions below to configure the IC Service: 1. Click on the Settings button in the toolbar 2. Type host in the filter and press enter in the keyboard 3. Change the DSN Name to the server name or IP address of the computer where you installed the IC Console 4. Change the Host Port Number to the port of your choice. You may also use the default port Click on the InventoryControl Server icon in the toolbar 6. Click the Start button to start the IC Service a. If you update the server address please restart the service b. If Windows Firewall is enabled you may have to disable it or enter an exception to the port you are using to host the service REV SALESPAD INVENTORYCONTROL 10

11 Workflow Setup Overview The Workflow Setup screen allows users to create logic/rules to automatically stage, flag, or move documents through the system, based on business needs. Workflow Setup allows users to create a sequence of queues (equivalent to batches in Dynamics GP) for different business objects such as receipt documents, inventory, etc., to move through, allowing for different types of orders to be processed differently, and making it easy for users to manage documents, keeping track of a document s status and taking action based on its status in the business workflow. A collection of rule conditions, such as evaluation of lot attributes, item availability, or hold restrictions, can be applied at each step as needed. Security In order to access Workflow Setup, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Workflow Setup box is checked in the Security grid. Setup To open Workflow Setup, click the Setup tab and click Workflow Setup: Note: Creating Receiving queues in SalesPad InventoryControl does not create batches with the same name in Dynamics GP. To set up workflow in SalesPad InventoryControl: ADD WORKFLOW TYPES 1. Under Workflows, click New REV SALESPAD INVENTORYCONTROL 11

12 2. The New Workflow screen appears. Select the Workflow Type. You may choose from Receiving, Purchasing, Sales, or Inventory and enter a description 3. Repeat these steps to create additional Workflow Types if needed ADD WORKFLOW BATCHES 1. After adding Workflow Types, select a Workflow Type for which to create a new Workflow Batch 2. Click New under Workflow Batches to create a Workflow Batch for the selected Workflow Type. A new line will appear 3. Enter the Workflow Batch name 4. Enter the Forward Label. This is the name of the button on the document that releases the document to the next queue 5. Enter the Forward To Batch. This is the batch a document in the current batch will be forwarded to as the next step in the workflow 6. Repeat steps 2 and 3 to create additional Workflow Batches for the Workflow Type. The name in the Forward To Batch field on the previous line should be used as the Workflow Batch name on the next line. For the final queue, a name will not be entered under Forward To Batch 7. Click Save. After completing a workflow for the selected Workflow Type, repeat steps 2 through 5 for additional Workflow Types Note: Use the Delete button under Workflow Types or Workflow Batches to delete a selected workflow type or batch. ADD WORKFLOW RULES Not supported at this time. REV SALESPAD INVENTORYCONTROL 12

13 Inventory Lookup Overview The Inventory Lookup Screen allows users to search inventory in all warehouses. It is meant to give users all the information they need about items in a particular warehouse including inventory levels, availability, allocations, restrictions, serial/lot detail, etc. Users may click on the different items returned on the search results data grid and the detailed information will display for that item in the lower pane of the screen. Security To access Inventory Lookup, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Inventory Lookup box is checked in the Security grid. Usage On the Inventory Lookup screen, enter search criteria (or leave blank to view all inventory) and click Search or hit Enter. Results will be displayed in the grid below. Select an item to view its details Item Serial / Lot Numbers The Item Serial / Lot Numbers tab displays all serial numbers or lots on inventory for the selected item and warehouse REV SALESPAD INVENTORYCONTROL 13

14 Inventory Bins The Inventory Bins tab displays the item levels of the selected item and warehouse Restrictions The Restrictions tab shows any restriction rule declarations configured to be enforced by the InventoryControl Manager when working with the selected item Allocations The Allocations tab shows all sales line item allocations and related sales orders for the selected item. It also displays allocations for inventory transfers, adjustments and variances Bin Lookup Overview The Bin Lookup screen allows users to search inventory located in specific bins. The search results will enable users to view inventory levels of items in a specific bin and also see the serial/lot detail of those bin items. Security To access Bin Lookup, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Bin Lookup box is checked in the Security grid. Usage On the Bin Lookup screen, enter search criteria (or leave blank to view all bins) and click Search or hit Enter. Results will be displayed in the grid below. Select a bin to view its details. REV SALESPAD INVENTORYCONTROL 14

15 Multi Purchase Order Receiving Overview The Receiving screen allows users to quickly receive one or more purchase orders. Users search for receipt lines by vendor or purchase order number. Results display PO line items with their ordered quantity and the quantity received so far, and users can mark lines as received. Receiving transactions generate Purchase Receipts, which are grouped by PO number and vendor. Receipts must be then posted manually in Dynamics GP. Security To access Receiving, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Receiving box is checked in the Security grid. Settings Follow the steps below in Modules > Settings to change default Lot/Serial number formats: 1. Filter to receiving 2. Change the Auto Assign Lot/Serial Number Format to your desired format. The default value is {0:yyyyMMdd}_{1:0000}, which means that during the auto generation of serial or lot numbers the format used will consist of the system date in yyymmdd format followed by an underscore and a unique auto- incrementing number REV SALESPAD INVENTORYCONTROL 15

16 3. You may also assign a Default Receiving Bin for all receipts by entering a value in the Default Receiving Bin setting Usage To receive items against purchase orders: 1. Search by vendor or purchase order number and sort/filter the results as needed 2. Fill out the fields highlighted in yellow. These include Qty to Receive, Vendor Doc Num, Serial/Lot Numbers and Receive To Bin. The Vendor Document Number is optional. You can receive more than one PO in the same transaction but receipts will be grouped by PO number and vendor number a) To receive lot tracked items, you may enter the lot number manually or auto- generate a lot number. To auto- generate a lot number click the A button inside the Serial/Lot numbers cell in the data grid row for that item. b) To receive serial number tracked items, you may click the button with the serial number count 0 inside the Serial/Lot Numbers cell in the data grid row for that item. The Serial Number Entry screen will appear, allowing you to enter all the serial numbers manually. Alternatively, you may click the A button in the cell, which will auto- generate all serial numbers for that receipt line. 3. Click Save to process receipts 4. You will be prompted to select or enter a Receiving Batch: REV SALESPAD INVENTORYCONTROL 16

17 5. Select a batch and click OK 6. The lower pane of the Receiving screen will display information about each processed line including receipt numbers and messages on any lines that did not process correctly. All quantities will be updated in the data grid to reflect the changes applied Warehouse Configuration Overview The Warehouse Configuration screen allows users to assign attributes to their bins and bin items. Users can edit a single bin or a range of bins and configure them to have the attributes they need to control inventory in those locations. The attributes assigned to bins and bin items in this screen are then read by the InventoryControl Manager when the user submits inventory transactions and enforces their configuration. Security To access Warehouse Configuration, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Warehouse Configuration box is checked in the Security grid REV SALESPAD INVENTORYCONTROL 17

18 Usage In the Warehouses pane, users may search for warehouses and filter/sort the results. When a warehouse is selected, the Bins & Attributes pane will display all bins in the selected warehouse. Selecting a bin in the Bins & Attributes pane loads that bin s attributes in the Bin Attributes pane, and loads item attributes in the Bin Item Attributes pane. To edit a bin or a range of bins, select the bin or bins in the Bins & Attributes pane. To select multiple bins, hold down the Shift key and click on the last bin in your selection range. Then make the necessary changes in the Bin Attributes pane. When finished making changes, click Save. User may also add, edit and delete Bin Item Attributes. These attributes define rules for specific items in a particular bin that must be respected by the InventoryControl Manager when users submit transactions involving those items. For example, if item A100 in bin LOC01 has a move lock attribute, users would receive a message when attempting a Bin Transfer transaction that the item cannot be moved to another bin. BIN ATTRIBUTE DESCRIPTIONS Zone: Describes a physical location for a group of bins in the warehouse Minimum: Sets the minimum amount of pieces the bin is allowed to decrease to Capacity: Sets the maximum combined amount of pieces the bin can hold Unavailable: Sets all pieces stored in the bin as reserved and not available for allocation Move Lock: Places a lock on the bin so users cannot move items from and to the bin BIN ITEM ATTRIBUTE DESCRIPTIONS: Item Allowed: Sets the item in the bin as allowed/not allowed based on the value of the option Max Lots: Sets the maximum number of distinct lot numbers allowed Minimum: Sets the minimum amount of pieces the bin item is allowed to decrease to Capacity: Sets the maximum capacity for the bin item Unavailable: Sets all pieces stored in the bin for that item as reserved and not available for use Move Lock: Places a lock on the bin item so users cannot move that item from and to the bin REV SALESPAD INVENTORYCONTROL 18

19 Serial/Lot Attributes Overview The Serial/Lot Attributes screen allows users to assign attributes to their serial or lot number tracked items. Users can see manufactured dates, expiration dates, and many other characteristics for a specific serial/lot number. In addition, users may create as many attributes as they need using IC user fields. Existing serial/lot attributes defined in Dynamics GP may also be viewed and edited in this screen. Security To access the Serial/Lot Attributes screen, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Warehouse Configuration box is checked in the Security grid Usage Users may search for serial or lot tracked items, then filter and sort the results. Attributes may then be edited as necessary within the grid. When editing the attributes of a serial number tracked item, the attributes apply only to that serial number. However, when editing the attributes of a lot number tracked item, the attributes apply to all items that share the lot number in the same warehouse. Users may add as many serial/lot attributes as needed by using the SalesPad InventoryControl User Field Editor (User Field Editor must be enabled in the Security Editor). To enter new serial lot attribute user fields: 1. Open the User Field Editor (Modules > User Field Editor) 2. In the User Fields pane, click New to create a new user field 3. Enter the properties of the new user field in the User Field Properties pane REV SALESPAD INVENTORYCONTROL 19

20 4. User field columns are automatically loaded the next time the Serial/Lot Attribute screen is loaded 5. The user fields created in step 4 are attributes for the Item Serial/Lot object and can be edited in the grid view simply by modifying the values in each lot s cell Editing GP Lot Attributes SalesPad InventoryControl supports entering and editing Dynamics GP lot attributes. You may add, edit, and manage GP lot attributes by selecting an item on the SalesPad InventoryControl Serial/Lot Attributes screen and then clicking the GP Lot Attribute Editor button: Dynamics GP supports three text- based and 2 date- based user defined fields. The GP Lot Attribute Editor screen in InventoryControl allows users to edit those user fields. All changes made on this screen will reflect on the selected lot tracked item in Dynamics GP REV SALESPAD INVENTORYCONTROL 20

21 Receipt Monitor Overview Receipt Monitor provides a complete view of all open receipt documents in your system and each document s status. Users can configure their Receipt Monitor to show only workflow batches that are most important to them, and can move documents to other batches. In addition, users may click on the receipt number link to open the receipt card and view details such as items received and serial/lot numbers. Security To access Receipt Monitor, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Receipt Monitor box is checked in the Security grid. Usage DISPLAY The Receipt Monitor displays receipt documents, organized by workflow batch. All workflow batches appear on the left pane of the screen. The right pane displays all open documents in the selected workflow batches. Multiple workflow batches may be monitored simultaneously by selecting more than one batch. Documents will be displayed under their respective batch name. Displayed documents can also be sorted and filtered. Sort documents by any of the columns by clicking on the column header, and type search criteria into the filter row to only display documents that meet entered criteria. REV SALESPAD INVENTORYCONTROL 21

22 All receipt numbers are displayed as a link under the Receipt Number column. Clicking on the link of a receipt number (or double- clicking elsewhere on the line) opens the Receipt Card for that receipt. The lower left pane in the Receipt Card displays all the items received so far and their quantities. The lower right pane shows the serial lot details for the item selected. MOVING DOCUMENTS TO A NEW BATCH/QUEUE On the Receipt Card, users can move documents to a different workflow batch. To move a single document, select the destination workflow batch from the Receipt Batch drop- down and click Save. SPLITTING THE RECEIPT Users may also split the receipt by clicking the Split button in the Receipt Card. The Split Receipt screen lists all the items and serial/lot numbers in the receipt. Users may select the items they want to split by double clicking on the item or by entering the split quantity. Click the Split button one more time to complete the split operation. InventoryControl deletes selected the items and lots from the original receipt and creates a new receipt document with the marked merchandise. REV SALESPAD INVENTORYCONTROL 22

23 REFRESH On the Receipt Monitor header, click Refresh to instantly update the monitor s grid view to include any new workflow batches, receipt documents in the system, or document changes. ACTIVITY LOCKS When users work with receipt document, whether you are receiving a PO or editing the receipt via the Receipt Card, InventoryControl locks the receipt for editing so that the changes only one user is allowed to make changes at the time and edits do not conflict with someone else s changes. The lock on the receipt document is released when the user is done working with that receipt. However, there are times when you may have to force the lock clear. You may use the Activity Locks screen to delete any locks on receipt documents. Simply, go to Modules > Activity Locks, select the desired lock and click Clear Lock REV SALESPAD INVENTORYCONTROL 23

24 Report Manager Overview Reports and labels are accessed, designed, and edited in the Report Manager in InventoryControl. Access the Report Manager by clicking on Modules > Report Manager Security To access Report Manager, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Report Manager option is checked in the Security grid. Usage The Report Manager screen contains two panes. The left pane allows users to create customized versions of the base reports that ship out- of- the- box with InventoryControl. The right pane enables users to print copies of those reports/labels quickly by keying in the values needed. The screen shot below for example shows a preview of the Item Label after the user entered the item and lot numbers. The customized reports and labels created in this screen will also be available for printing in other InventoryControl screens. DELETING A REPORT 1. Select the report you want to delete in the left pane of the Report Manager 2. Click the Delete button in the toolbar. 3. A confirmation message will appear. Click Yes to delete the selected report REPORT DESIGNER The report designer is where the reports can be designed and modified before they are printed. REV SALESPAD INVENTORYCONTROL 24

25 1. Access the report designer by selecting a report and clicking the Design button in the Report Manager. 2. The report s design is displayed in the center of the screen. On the right there are standard controls where you can add variables to the report such as tables, check boxes, bar codes, and lines. Modifications can also be made from the toolbars at the top of the screen. 3. Edit the appearance of the report as needed and click Save to save the changes to the report design. Note: For more information on editing reports with the Report Designer, refer to the SalesPad Reports document. The SalesPad Report Designer is essentially the same as the InventoryControl Report Designer Note: For barcodes, SalesPad recommends using Code 128 as the barcode type the symbology is cleaner and it is one of the most popular in the US. It also doesn't have a check digit for security to configure or disable. To see a list of all the symbologies supported by the barcode object, click on its properties and then symbology Receipt Processing Overview The Receipt Processing module is divided in two sections. The left side of the screen allows users to search for open and historical purchase orders and print them. The right side of the screen enables users to search and print labels for receipt items. REV SALESPAD INVENTORYCONTROL 25

26 Security To access the Receipt Processing screen, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Receipt Processing box is checked in the Security grid. Usage PRINT PURCHASE ORDERS 1. Using the left pane in the Receipt Processing screen, search for and select one or more purchase orders from the search results grid 2. Click the Print button. The Print Purchase Order screen appears 3. Select a printer and a Layout format 4. Click the OK button 5. If the preview box is checked, the print preview screen will appear. From this screen, the purchase order can be e- mailed, printed, or exported to another document format 6. If the preview box is not checked, the purchase order(s) will be sent right to the selected printer PRINT RECEIPT LABELS 1. Search for and select a receipt or receipts from the Receipts grid on the right of the receipt processing screen 1. Click the Print button 2. The Label Printing screen appears 3. Make your selections and click the OK button 4. If the preview box is checked, the print preview screen will appear. From this screen, the receipt labels can be e- mailed, printed, or exported to another document format. If the preview box is not checked, the receipt labels will be sent directly to the selected printer RECEIPT PROCESSING SETTINGS This is a list of settings available in the IC Console which alter the default behaviour of the receipt processing screen Filter Out Closed and Canceled Orders - If True, purchase orders with a status of closed and canceled will be filtered out of the search results and will not be displayed in the data grid Filter Out Non Standard Orders - If True, purchase orders with a type other than Standard will be filtered out of the search results and will not be displayed in the data grid REV SALESPAD INVENTORYCONTROL 26

27 Pre Print Script A C# script that will execute when the OK button on the print dialog is clicked, before the document prints Receipt Label Put Away UOfMs Allows user to change the unit of measure that will be used to print the receipt labels Sticky User Data Fields - Enter the user fields that will not be reset after printing the report data entered in these fields will remain for the next report so they do not have to be re- entered User Data Fields - Enter user data fields here. User Data Fields allow users to manually enter data during print setup to be added to the report being printed REV SALESPAD INVENTORYCONTROL 27

28 Bin Label Printing Overview Bin Label Printing allows users to print labels for bins. Security To access Bin Label Printing, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Print Bin Labels box is checked in the Security grid. Usage Follow the instructions below to print bin labels: 1. Click the Print Bin Labels button in the toolbar 2. On the Bin Labels screen, search for bins by Bin name or Warehouse 3. Select the bin or bins you wish to print labels for. To select multiple bins consecutively, click the first bin in the list and hold the Shift key while clicking the last bin in the list. To select non- consecutive multiple bins, hold the Ctrl key and click each bin 4. Click the Print button. The Label Printing screen appears with information on the right side about the bin labels to be printed. Enter the number of each label to be printed REV SALESPAD INVENTORYCONTROL 28

29 5. On the left side of the Label Printing screen, select a Printer and Layout Format, and enter any User Data if applicable 6. Click the OK button. The Preview screen appears 7. From the Preview screen you can change the page setup (File > Page Setup) and alter the number of copies to be printed, etc. ING, PRINTING, OR EXPORTING LABELS You may print, or export your labels to another format from the Print Preview screen. From the Preview screen, go to File > Print to select a printer and change printing preferences first, or go to File > Print for Quick printing. To E- Mail Labels: 1. Go to File > Send Via E- Mail 2. Choose the file type to send the label as. An Options screen will appear: REV SALESPAD INVENTORYCONTROL 29

30 3. Choose options relevant to the specified file type (not required). The Save As screen will appear 4. Specify the path and file name and click Save 5. Your E- Mail program should open, prepared to send the label as a file. Enter To information and a message and send To Export Labels: 1. Go to File > Export Document 2. Choose the file type to send the label as. An Options screen will appear 3. Choose options relevant to the specified file type (not required). The Save As screen will appear 4. Specify the path and file name and click Save 5. A window will pop up asking if you want to open the file and select one of the options Item Label Printing Overview Item Label Printing allows users to print labels for inventory merchandise. Security To access Item Label Printing, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Print Item Labels box is checked in the Security grid. Usage Follow the instructions below to print bin labels: 1. Click the Print Item Labels button in the toolbar 2. On the Item Labels screen, search for items by item number or serial/lot number REV SALESPAD INVENTORYCONTROL 30

31 3. Select the item or items you wish to print labels for. To select multiple items consecutively, click the first item in the list and hold the Shift key while clicking the last item in the list. To select non- consecutive multiple items, hold the Ctrl key and click each item 4. Click the Print button. The Label Printing screen appears with details on each item on the right side pane 5. On the left side of the Label Printing screen, select a Printer and Layout Format, and enter any User Data if applicable 6. On the right side, enter the number of each label to be printed 7. Click the OK button. The Preview screen appears 8. From the Preview screen you can change the page setup (File > Page Setup) and alter the number of copies to be printed, etc. Warehouse Manager Overview The Warehouse Manager is a service that enforces the configuration you set up for allocation of your inventory so that it is respected when users work with that merchandise. The Warehouse Manager also enforces any sales restrictions set up for serial/lot tracked items. Security To access Warehouse Manager, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Warehouse Manager option is checked in the Security grid. Usage There are two ways of enforcing the allocation options set up for your merchandise. The first option is to run the Warehouse Manager by opening up the module and starting the service. The second option is to REV SALESPAD INVENTORYCONTROL 31

32 run the InventoryControl Server Service. Any allocation requests submitted via the sales documents you create in SalesPad will then be forwarded to the InventoryControl Warehouse Manager to handle the allocation based on the options set up. IC Warehouse Manager supports partial allocations, which means that if you order more than what is available for allocation, InventoryControl will allocate as much as it is available and back order the remainder. You may also allocate kits using the IC Warehouse Manager. To enable the Warehouse Manager: 1. Click the Warehouse Manager icon in the toolbar 2. Select a frequency option from the Warehouse Manager toolbar. This is the interval used by the Warehouse Manager to check and process new allocation requests 3. Click the Start button In SalesPad: 1. Go to the Modules > Settings 2. Enter InventoryControl in the search filter 3. Set the Allocate With InventoryControl to True 4. If you are using the IC Service rather than the Warehouse Manager screen to process allocations you need to set the InventoryControl URL to match the URL where the IC Service is hosting connections. You may modify the URL via the setting Inventory Control URL in the settings screen WAREHOUSE MANAGER SETTINGS This is a list of settings available in the IC Console which alter the default behaviour of the Warehouse Manager Ready Batch - Sets the batch the warehouse monitor for new allocation requests REV SALESPAD INVENTORYCONTROL 32

33 Setting Up New Connections in IC Mobile The Settings screen in InventoryControl Mobile allows users to create, update and delete connections to different Dynamics GP companies. To create a new connection, follow the steps listed below: 1. On the Login screen, tap the Settings button. The settings screen will appear 2. Tap the + button under Connection Name to add a new connection 3. Enter the Connection Name 4. In the field under InventoryControl Server, enter the name of the InventoryControl Service you are connecting to 5. Tap the Save button 6. Tap OK to return to the Login screen Login Screen To log in to InventoryControl Mobile, follow the instructions below: REV SALESPAD INVENTORYCONTROL 33

34 1. Select the Connection Name from the drop- down menu 2. Enter the User Name and Password. These fields are case sensitive 3. Tap the Login button 4. If the authentication is successful, the next screen you will see is the main menu where you can choose one of the inventory transactions available to start working 5. If the authentication fails, an error is displayed at the top of the screen. Please tap the error message to see the error details Note: The Quit button exits the IC Mobile application REV SALESPAD INVENTORYCONTROL 34

35 Main Menu The Main Menu is a central screen from which users navigate to the functions available in InventoryControl Mobile. To start a transaction, tap the button for that transaction. Choose from Picking, Receiving, Packing, Site Transfers, Shipping, Bin Transfers, Stock Counts, Inventory Adjustments, Returns, Receipt Confirmation and, if applicable, Pallet Transfers (see Pallet Tracking documentation). The information displayed at the bottom of the screen shows the company database you are working with, and the company and user used to authenticate to IC Mobile. The bottom right part of the screen also displays the version of InventoryControl that is currently loaded on the mobile computer. The keyboard icon that appears on the bottom right of every screen opens the operating system s virtual keyboard. You may use this tool to as an alternate way of entering data. From within any of the screens, tap the button at the top right corner of the application screen to return to the Main Menu. Note: InventoryControl requires a constant connection to the wireless network. All processes are real- time. We do not support batch processing (scan a batch of items in a disconnected state and then upload that information at a later time). REV SALESPAD INVENTORYCONTROL 35

36 Receiving Receiving against a purchase order is the fastest and most precise way of receiving merchandise. Receiving items ordered on a PO can be initiated from the Receiving screen in SalesPad InventoryControl To receive items ordered on a PO, follow the steps below: 1. Scan or enter a purchase order number. You may only receive against a new or released PO 2. Enter an item number in the Item field. You may also tap on the Item link to look up all the sales line items on that purchase order. Select an item and then tap the OK button. Note that if you have more than one sales line for the same item number, the lookup displays distinct sales lines for those items and they will need to be received separately 3. If the item is a lot tracked item, the Lot field will appear on the screen (if not, skip to step 4): Tap the ellipsis to open the Lot Attributes screen, which allows users to view and add/change lot attributes including expiration and manufactured dates REV SALESPAD INVENTORYCONTROL 36

37 Note: Lot Attributes are set up in Dynamics GP on the Item Maintenance Options screen On the IC Lot Attributes screen, make any changes or additions, tap Submit to commit the changes, and tap OK to return to the Receiving screen 4. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field. You may also generate serial/lot numbers automatically by tapping the Auto button. If you select this option, you will need to enter the number of serials desired and a serial /lot number format depending on your settings. See the section Auto Assign Serial/Lot Number Format for details 5. Enter the quantity. If you enter a quantity higher than the quantity to receive in the sales line item, a dialog will appear asking you to confirm the over- receipt. You may auto populate this field every time the screen loads by entering a value in the Default Receiving Quantity setting in the IC Console 6. If GP has the muti- bin option enabled, you will see the bin field on the screen. Enter the bin to receive against. You may also tap on the Bin link to look up all the bins on that site. Select the bin desired and then tap the OK button If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the IC Console, the application will automatically create that bin for you 7. Enter the site you want to receive against. You may auto populate this field every time the screen loads by entering a warehouse in the Default Warehouse setting in the IC Console 8. Tap the Submit button to finish 9. Repeat steps 2 to 7 until the PO is fully received. You may exit the transaction and finish entering the receipt later by tapping the OK button located on the right top corner of the application 10. If you make a mistake while entering data or if you scanned the wrong bar code, you may backspace on that field and correct your data. The Clear button clears all fields on the form. The list of fields to clear may be adjusted in the IC Console via the setting Receiving Fields To Clear REV SALESPAD INVENTORYCONTROL 37

38 11. When the purchase order is fully received, a message will appear at the top of the screen informing the user and displaying the receipt number Note: InventoryControl Mobile does not post any transactions in Dynamics GP. Users must post the receipt manually. AUTO ASSIGN SERIAL/LOT NUMBER FORMAT You may specify the format of the serial/lot numbers used during the automatic generation process. In the InventoryControl Console, click on the Settings button in the toolbar and find the two settings below in the miscellaneous section. The default format is {0:yyyyMMdd}_{1:0000} which adds the system date in yyyymmdd format as a prefix to the auto incrementing number. You may change this format number to fit your needs. If you set any of these settings to manual, you may enter the number format during the receipt by tapping the Auto button in the serial/lot field. In the image below, the yymmdd format was used. If you prefer to use Dynamics GP number formats you may set these settings to blank. During the receipt, you only need to enter the number of serials to generate and skip the format text box. Note: If you adjust your settings in the IC Console, you will need to save the changes, log off and log back in to IC Mobile before the changes take effect. RECEIVING SETTINGS Adjust the following InventoryControl Console settings as necessary. Save any changes you make in IC Console and log back in to both the IC Console and IC Mobile for changes to take effect. Default Warehouse - Enter the name of the desired warehouse to pre- populate the warehouse field in all IC Mobile transactions when the screen loads Auto Submit Receipts - If enabled, this setting allows serial/lot numbers to be auto- generated and receipts to be automatically submitted when the PO number and item number are entered. Catch Weight Separation Character - Specify a character that will separate the lot number and weight when receiving catch weight items. PO Lookup Cutoff Date - Enter the PO date field that specifies which date to use as a cutoff during PO Lookups. The options are: Promised_Ship Date, Promised_Date, Required_Date. PO Lookup Date Range - Enter the number of days to use as date range criteria during PO Lookups. The value sets both the number of days in history that the search will go back and the cutoff date. Suggest Next Item To Receive - If enabled, suggests the next item to receive in the order in which it is listed on the sales document. Upon tapping Submit, IC Mobile automatically loads the next item to the item number field Use PO Number As Receipt Batch - If True, batch names will match the receipt number. If False, all receipts will be in the same batch Force Rescan If set to true, IC forces users to rescan item numbers for verification purposes. The item number will clear after the first scan and the item must be rescanned to be accepted REV SALESPAD INVENTORYCONTROL 38

39 as a valid entry to allow the user to continue the transaction. When set to false, the item number will be accepted the first time it is scanned. Receiving Field Sequence - See Changing the Field Sequences under Additional Settings Receiving Fields To Clear - See Modifying the Fields to Clear under Additional Settings Receipt Confirmation Receiving Confirmation allows users to confirm the completeness and accuracy of a receipt document and also enables users to edit the receipt and adjust it before it is posted. If an item is already on the receipt, users may change the receipt bin, quantity and lot number. Otherwise, the item is added to the receipt. To confirm a receipt follow the steps below: 1. Scan or enter a receipt document number. You may also enter or scan a purchase order number and InventoryControl will load the receipt document associated with it. You may also use the Rcpt# link to lookup receipt documents in a ready to confirm batch. You may define the batch to monitor for this purpose in the Settings screen with the setting Receipt Confirmation Batch 2. If you are going to change an item, enter the item number in the Item field. You may also tap on the Item link to see all the items received so far. Otherwise, if you are adding a new item to the receipt enter or scan the new item number 3. If the item is a lot tracked item, the Lot field will appear on the screen (if not, skip to step 4): Tap the ellipsis to open the Lot Attributes screen, which allows users to view and add/change lot attributes including expiration and manufactured dates. On the IC Lot Attributes screen, make REV SALESPAD INVENTORYCONTROL 39

40 any changes or additions, tap Submit to commit the changes, and tap OK to return to the Receiving screen 4. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field. Enter the quantity. If you enter a quantity higher than the quantity to receive in the sales line item, a dialog will appear asking you to confirm the over- receipt. 5. If GP has the muti- bin option enabled, you will see the bin field on the screen. Enter the bin to receive against. You may also tap on the Bin link to look up all the bins on that site. Select the bin desired and then tap the OK button If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the IC Console, the application will automatically create that bin for you 6. Enter the warehouse you want to receive against. You may auto populate this field every time the screen loads by entering a warehouse in the Default Warehouse setting in the IC Console 7. Tap the Submit button to finish 8. Repeat steps 2 to 7 until the PO is fully confirmed RECEIPT CONFIRMATION SETTINGS Receipt Confirmation Sequence - See Changing the Field Sequences under Additional Settings Receipt confirmation To Clear - See Modifying the Fields to Clear under Additional Settings Bin Transfer The Bin Transfer screen allows users to move merchandise to other bins located in the same site. To transfer items to another bin, follow the steps below: Note: The Bin Transfers button will be disabled in the main menu if the multi- bin option is disabled in GP 1. Scan or enter the item number 2. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field REV SALESPAD INVENTORYCONTROL 40

41 3. Enter the bin you are transferring the item from. You may also tap on the From link to look up all bins containing the item. You may also enter the site for more precise searches. Select the bin desired and then tap the OK button 4. Enter the bin you are transferring the item to. You may use the To link here as well. If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the IC Console Settings, the application will automatically create that bin for you 5. Enter the quantity and select the unit of measure from the drop- down list 6. If applicable, you can enter or view notes in the Note field 7. Tap the Submit button BIN TRANSFER SETTINGS BIN TRANSFER FIELD SEQUENCE - See Changing the Field Sequences under Additional Settings BIN TRANSFER FIELDS TO CLEAR - See Modifying the Fields to Clear under Additional Settings Site Transfer The Site Transfer screen allows users to transfer merchandise to different warehouses. To transfer items to another site, follow the steps below: 1. If you are starting a new transfer document, leave the document field blank. Otherwise, enter the document number you want to edit. You may use the Doc# link to lookup open transfer documents 2. Scan or enter the item number 3. Enter the warehouse you are transferring the item from. You may also tap on the From Site link to look up all warehouses containing the item. You may also enter the warehouse for more precise searches. Select the bin desired and then tap the OK button 4. Enter the bin you are transferring the item from. You may use the From Bin link here as well 5. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field 6. Enter the quantity and select the unit of measure from the drop- down list 7. Enter the warehouse you are transferring the item to. You may also tap on the To Site link REV SALESPAD INVENTORYCONTROL 41

42 8. Enter the bin you are transferring the item to. You may use the To Bin link here as well. If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the IC Console Settings, the application will automatically create that bin for you 9. You can optionally add notes in the Note field, to see the notes entered click the Note link 10. Tap the Submit button Note: To make a successful transfer, the quantity being transferred must be on hand and unallocated in the From Site SITE TRANSFER SETTINGS Site Transfer Field Sequence - See Changing the Field Sequences under Additional Settings Site Transfer Fields To Clear - See Modifying the Fields to Clear under Additional Settings Shows Item Bins Only In The To Bin Lookup - If True, the To Bin lookup query results will only display bins where the item has inventory. If the item number is not entered, the lookup will display all bins Inventory Adjustments The Inventory Adjustments screen allows users to increase or decrease the quantity of available inventory. To make an Inventory Adjustment, follow the steps below: 1. Scan or enter the item number to be adjusted 2. If the item is a lot tracked item, the Lot field will appear on the screen (if not, skip to step 3): Tap the ellipsis to open the Lot Attributes screen, which allows users to view and add/change lot attributes including expiration and manufactured dates, etc. On the IC Lot Attributes screen, make any changes or additions and tap OK to return to the Inventory REV SALESPAD INVENTORYCONTROL 42

43 3. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field 4. Enter the Quantity and unit of measure. Tap the +/- button in the quantity field to indicate if the transaction will increase or decrease inventory (- will reduce; + will increase) 5. Enter the bin location where the adjusted item is located. You may also tap on the Bin link to look up all bins containing the item 6. Enter the site where the adjusted item is located. You may also use the Site lookup link 7. If applicable, you can enter or view notes in the Note field 8. Tap the Submit button INVENTORY ADJUSTMENT SETTINGS Inventory Adjustment Field Sequence - See Changing the Field Sequences under Additional Settings Inventory Adjustment Fields To Clear - See Modifying the Fields to Clear under Additional Settings Shows Item Bins Only In The To Bin Lookup - If True, the To Bin lookup query results will only display bins where the item has inventory. If the item number is not entered, the lookup will display all bins Picking The Picking screen allows users to fulfill specific items for a sales order. To begin picking an item, follow the steps below: 1. Enter the sales document number 2. Scan or enter the item number. You may also tap on the Item link to choose from the sales line items in that sales document. The lookup screen also displays the ordered quantity and the quantity to pick for each line. Select a line item and tap the OK button 3. If the item you entered is serial or lot controlled, scan or enter the serial/lot numbers, otherwise skip that field 4. Enter a bin number to pick the item from. You may also tap on the Bin link to look up all bins containing the item. If you don t use multi- bin, you may skip this step 5. Enter the quantity and select the unit of measure from the drop- down list. If you enter a quantity greater than the ordered quantity, the following error message will appear: 6. Enter the site to pick the item from. You may also tap on the Site link to choose from a list 7. Tap the Submit button. The information clears except for the document number so you can continue to pick items from that sales document 8. When all items have been picked for a document, the Document is Fully Picked notification will appear REV SALESPAD INVENTORYCONTROL 43

44 Note: A Sales Document cannot be open in SalesPad while being entered in InventoryControl. If you try to submit a transaction in InventoryControl with an open Sales Document, an error message will appear letting the user know that sales document is locked by another user PICKING SETTINGS The following InventoryControl Console settings allow you to modify the behavior of the Picking transaction to better fit your needs. Adjust these settings as necessary. Save any changes you make in IC Console and then log off and log back in to IC Mobile for changes to take effect. Default Picking Quantity Sets the default a quantity every time the Picking screen loads. The default quantity value can be overridden at run time Disable Picking Bin Lookup - If True, Bin Lookup will not be accessible during Picking Increment Quantity By Scan - As an alternative to entering the quantity manually, you may enable this setting and increment the quantity by one each time an item is scanned. This feature only works with non- serial number controlled items. Enabling this setting will make the quantity field in the Picking screen a read- only field REV SALESPAD INVENTORYCONTROL 44

45 Integrate Pick And Pack Adds a package field to the picking screen, which may optionally be filled. If you enter a package number, the item will be automatically packed upon submitting the pick Suggest Next Item To Pick If enabled, suggests the next item to pick in the order in which it is listed on the sales document. Upon tapping Submit, IC Mobile automatically loads the next item to the item number field Maintain Item Number Until Fully Picked If the Suggest Next Item To Pick is enabled, and you pick the item partially, IC Mobile keeps suggesting the same item until all lines for the that item number have been completely picked. When that item is completely picked it loads the next item in the order Master Lot Character Allows users to pick multiple lots that belong to a master lot number. While picking, the user may enter ABC- in the lot number field where ABC represents the master lot prefix and the hyphen represents the default master lot character. All lots matching the value preceding the Master Lot Character will be picked if the quantity is available upon submit. If the quantity is not available IC Mobile will only pick as many as there are available Pick Finished Batch - Allows users to specify the workflow batch the document will be moved to after being fully picked Validate Serial Numbers If enabled, IC Mobile validates serial numbers as they are scanned in Picking Bin Text Field Is Scan Only - If enabled, the Bin field in the Picking screen will not accept keyed- in data, forcing users to scan the bin. Bin Lookups override this function, but Disable Picking Bin Lookups can be set to False to prevent that Picking Sales Document Lookup Batch - The Picking Sales Document Lookup Batch setting allows users to filter the sales order lookup results to display only orders in a specific batch. If the setting is left blank, the lookup will not filter by workflow batch Picking Field Sequence - See Changing the Field Sequences under Additional Settings Picking Fields To Clear - See Modifying the Fields to Clear under Additional Settings REV SALESPAD INVENTORYCONTROL 45

46 Packing The Packing screen allows users to assign picked items to a package. To assign picked items to a package follow the steps below: Note: With the setting Integrate Pick and Pack set to true in the InventoryControl Console, Packing is merged with the Picking transaction. Refer to Integrate Pick and Pack on the previous page for more information. 1. Scan or enter a sale document number. You may only pack items that have been picked 2. Scan an item number in the Item field. You may also tap on the Item link to look up all the sales line items on that sales document. Select an item and then tap the OK button 3. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field 4. Enter the quantity. You cannot pack more than was fulfilled. Also, select the unit of measure from the drop down list 5. Enter the site to receive against. You may also tap on the Site link to look up all the sites available. Select the site desired and then tap the OK button 6. To create a new package, tap the New button, otherwise you may scan, enter or select the package from the lookup 7. You can optionally add notes in the Note field, to see the notes entered click the Note link 8. Tap the Submit button. When all items have been packed, you will get the Document Fully Packed confirmation message Note: A Sales Document cannot be open in SalesPad while being packed in InventoryControl. If you try to submit a transaction and the sales document is being edited by another user, an error message will appear telling you that the sales document is locked PACKING SETTINGS Pack Finished Batch - Specifies the workflow batch the document will be moved to after being fully packed Suggest Next Item To Pack - If enabled, suggests the next item to pack in the order in which it is listed on the sales document. Upon tapping the Submit button, IC Mobile automatically loads the next item to the item number field REV SALESPAD INVENTORYCONTROL 46

47 Packing Sales Document Lookup Batch - The Packing Sales Document Lookup Batch setting allows users to filter the sales order lookup results to display only orders in a specific batch. If the setting is left blank, the lookup will not filter by workflow batch Packing Field Sequence - See Changing the Field Sequences under Additional Settings Packing Fields To Clear - See Modifying the Fields to Clear under Additional Settings Shipping The Shipping screen allows users to confirm the items that have been picked for shipping. Submitting a shipment confirmation creates an audit log entry in the sales document in SalesPad entered. To ship picked items follow the steps below: 1. Scan or enter a sale document number. You may only ship items that have been picked. 2. The number of items remaining to confirm in the sales order will display on the lower right hand corner 3. You may tap the number to see more details. If you do so, the items confirmed list appears 4. Scan an item number in the Item field. You may also tap on the Item link to look up all the sales line items on that sales document. Select an item and then tap the OK button. 5. Scan or enter the same item number in the Confirm field. You may use the lookup link on this field as well. If the two lines don t match, the following error message will appear: 6. Enter the quantity. You cannot ship more than was fulfilled 7. Enter the site to ship from. You may also tap on the Site link to look up all the sites available Select the site desired and then tap the OK button 8. Tap the Submit button 9. Repeat steps 2-8 until all items have been shipped REV SALESPAD INVENTORYCONTROL 47

48 10. You may tap the Remaining number link to display the confirmed list 11. Tap the OK button to return to the shipping screen 12. When all items have been shipped, you will get the All Lines Confirmed message SHIPPING SETTINGS Shipping Confirmation Finished Batch - Specifies the workflow batch the document will be moved to after being fully shipped Shipment Suffix - Enter a character or characters to be used as a suffix appended to partially shipped documents Use Shipment Suffix - If enabled, the Shipment Suffix entered in the Shipment Suffix setting will be used when an order is partially shipped. If disabled, the original order is moved to History with a suffix of * Shipping Field Sequence - See Changing the Field Sequences under Additional Settings Shipping Fields To Clear - See Modifying the Fields to Clear under Additional Settings Stock Counting The Stock Counts screen allows users to check the number of goods that are available in your company. To start a stock count you will first need to create a stock Count ID and a stock schedule in Dynamics GP: 1. Open the Stock Count Schedule screen in GP. Click on the Inventory button > Stock Count Schedule or from the main toolbar, go to Transactions > Inventory > Stock Count Schedule 2. On this screen, select or create a Stock Count ID (click the magnifying glass icon and make a selection from the pop- up window) REV SALESPAD INVENTORYCONTROL 48

49 3. Click the Mass Add button to add items, or add items one at a time to the grid 4. Click the Start Count button at the top of the screen to start the count. The Report Destination screen will appear 5. Select a destination for the report and click OK. Follow any further on- screen instructions for the report 6. Use the handheld device to count the items 7. If you counted any serial or lot controlled items, you may verify their count by clicking on the Serial Number button in GP s Stock Count Lot Number Entry window: REV SALESPAD INVENTORYCONTROL 49

50 If your count exceeded the captured quantity in the system, the difference will reflect in the Variance column for that serial/lot number. When you finish verifying your count, click OK to return to the Stock Count Entry window. 8. Process the stock count in the Stock Count Entry screen (on the Inventory screen, Transactions column right below Stock Count Schedule, or Transactions > Inventory > Stock Count Entry) enter that same stock count id and click the process button 9. Please reference your Dynamics GP documentation or contact your Dynamics GP dealer if you need additional help creating stock count IDs and schedules. REV SALESPAD INVENTORYCONTROL 50

51 To start counting stock in InventoryControl Mobile: 1. From the Stock Counts screen, scan or enter an item number in the Item field. If you enter the Count ID, you may also tap on the Item link to look up all the items in the Count ID. Select an item and then tap the OK button 2. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field 3. Enter the bin to count. You may also tap on the Bin link to look up all the bins with stock on that site. Select the bin desired and then tap the OK button 4. Enter the counted quantity and select a unit of measure from the drop down list 5. Enter the site where the counted bin is located. You may auto populate this field every time the screen loads by entering a warehouse in the Default Warehouse setting in the IC Console REV SALESPAD INVENTORYCONTROL 51

52 6. If you did not enter a Count ID in step 1, scan or enter it now. You may use the Count ID link to look up active count IDs in your company 7. Tap the Submit button to finish Note: If you instead tap Finish Bin (older versions only), all stock count fields will clear, but will not be submitted 8. Repeat steps 1 to 7 until your stock count is complete. You may exit the transaction by tapping the OK button located on the right top corner of the application STOCK COUNT SETTINGS Stock Count Field Sequence - See Changing the Field Sequences under Additional Settings Stock Count Fields To Clear - See Modifying the Fields to Clear under Additional Settings Returns The Returns screen allows users to mark sales document items as returned To return items in InventoryControl Mobile: 1. From the Returns screen, enter the document number of the return. You may also search for return document by tapping the Doc# link 2. Scan or enter the item number to be returned in the Item field (or tap the Item hyperlink to choose from available item numbers) Note: If you try to return an item that is not on the document, you will receive an error message 3. If the item you entered is serial or lot controlled, enter the serial/lot number. Otherwise, skip that field REV SALESPAD INVENTORYCONTROL 52

53 Note: If you try to return a serial/lot number that is not on the document, you will receive an error message 4. Enter the bin the item will be returned to 5. Enter the quantity to be returned 6. Select the item unit of measure from the UofM drop- down 7. Enter the return warehouse in the Site field 8. Tap the Submit button to finish. The items will be marked as returned in Dynamics GP and SalesPad 9. Repeat steps 1 to 8 to return additional items If all items on a document are returned, the message Return Complete will appear, and you can move to the next document as needed. Returns will be posted to Dynamics GP and a credit memo will be sent. RETURNS SETTINGS Returns Finished Batch Specifies the workflow batch that a document will be sent to when it has been fully returned Returns Field Sequence - See Changing the Field Sequences under Additional Settings Returns Fields To Clear - See Modifying the Fields to Clear under Additional Settings Additional Settings The following InventoryControl Console settings allow you to modify the behavior of InventoryControl transactions to better fit your needs while collecting data. Adjust these settings as necessary. Save any changes you make in the IC Console, log out and log back in in both the IC Console and IC Mobile for changes to take effect. Note: Settings with a String[] Array have a plus sign to the left of them. Click this plus sign to see the currently configured sequence for that setting. Note: All settings on this section are accessible under the Settings screen in the IC Console toolbar CHANGING THE FIELD SEQUENCES 1. Filter the settings results to Sequence and select the screen to change 2. Select the ellipsis on the right side of the line REV SALESPAD INVENTORYCONTROL 53

54 3. The String Collection Editor screen will appear. Change the sequence of the fields so they follow the order in which you want the fields to appear in IC Mobile and click the OK button when finished Note: All fields must match their default names. See the setting description area to reference the fields default names. MODIFYING THE FIELDS TO CLEAR You can modify which fields to clear in each screen when the Clear button is tapped. 1. Filter Settings results to Clear and select the screen to change 2. Select the ellipsis on the right side of the line REV SALESPAD INVENTORYCONTROL 54

55 3. The String Collection Editor screen will appear. Add or remove fields to the clear list as desired and click the OK button. Note: All fields must match their default names. See the setting description area to reference the fields default names. GROUP SETTING ACCORDING TO GROUPS IN SETTINGS SCREEN Allow Bin Creation - If enabled, allows bins to automatically be created when a bin entered does not exist Changing the Default Warehouse Enter the name of the desired warehouse to pre- populate the Site field in all IC Mobile transactions when the screen loads. Enabling Token Validation - This setting ensures that all transactions processed by IC Services have a valid token issued by SalesPad InventoryControl. If this setting is enabled, users are required to re- authenticate if the requested token is expired. If set to false, transactions will be processed even if requested tokens are expired List Backordered Lines in Lookups If enabled, IC Mobile will list sales document lines in the lookups where the quantity available is zero or less Automatic Auto Generation User Field Specifies the item master user field that defines if the serial/lot controlled item will automatically use the serial/lot mask to generate Note Postfix Delimiter - Enter a postfix delimiter character that will be added to every note scanned or entered into the note field. When the transaction is submitted, the appended delimited text is submitted as a single note Scan Parse Script - A C# script that will execute when a barcode is scanned. The script can be used to populate all information on a screen from the scan. For example, scanning a case to receive or pick the entire quantity that the case contains. Serial/Lot Prefix Suppress List - To trim characters from serial numbers, enter a semicolon delimited list of values that will be trimmed from the serial number upon data entry. If both upper and lower case need to be evaluated, the list should include both cases as two separate entries. Time Out Minutes - Enter the number of minutes the system will wait before a transaction will time out REV SALESPAD INVENTORYCONTROL 55

56 Uninstalling InventoryControl To remove InventoryControl Console from a workstation, follow the steps below: 1. On your PC, click the Windows Start button. The Start Menu appears 2. Click the Control Panel option 3. Find the Add or Remove Programs icon and double click on it 4. The Add or Remove Programs screen appears 5. Select SalesPad InventoryControl from the list and click the Change/Remove button 6. Click OK when the Finished screen appears REV SALESPAD INVENTORYCONTROL 56