MOBILE INVENTORY MANAGER USERS GUIDE

Transcription

1 MOBILE INVENTORY MANAGER USERS GUIDE

2 MOBILE INVENTORY MANAGER All rights res erved. No part of the contents of this work may be reproduced or trans mitted in any form without the written permis s ion of Triple E Technologies, LLC. The information contained in this document is s ubject to change without notice. Although Triple E Technologies, LLC. has attempted to ens ure the accuracy of the contents of this document, this document may include errors or omis s ions. The examples and s ample programs are for illus tration only and may not be s uited for your purpos e. You s hould verify the applicability of any example or s ample program before placing the s oftware into productive us e. This document, including without limitation the examples and s oftware programs, is s upplied As -Is. The Triple E Technologies, LLC logo, and OneTouch DataManager are regis tered trademarks of Triple E Technologies, LLC. Other brand names or trademarks as s ociated with Triple E Technologies products and s ervices are trademarks of Triple E Technologies, LLC. All other brand names and trademarks appearing in this manual are the property of their res pective holders. Comments? Pleas e all comments in this document to helpdes k@e3tek.com Printed: January 2013

3 INTRODUCTION This document explains the features and usage of the Mobile Inventory Manager (MIM) software. The MIM software allows a convenience store manager to actively manage their inventory via wireless connection while walking around the store. The software empowers the user to print product labels via Bluetooth printer, add new inventory items to the remote database, quickly split cases into single items, change product prices, receive new inventory, and more.

4 MAIN MENU The Main Menu allows the user to access all features of the MIM software from a single location. EXPLANATION OF MENU ITEMS Add Inventory Item: New Inventory Items may be added to the database, even if the item has no barcode Adjustments: Perform Inventory Adjustments to on hand inventory Case/Pack Split: Split a case or pack into single items quickly Inventory Count: Perform a count of on hand inventory Price Check: Check and/or Change the current Price and Cost of an item Print Labels: Print a label of scanned item via Bluetooth printer Receive Inventory: Receive inventory into database from a newly arrived shipment Set Re-Order Limits: Configure the Minimum alert limits for re-ordering stock

5 ADD INVENTORY ITEMS This page explains how to add new items to the database using the MIM software. If the item has no barcode, touch the button to create a custom barcode. Otherwise, s can the item.

6 If the item has no barcode the n a custom barcode can be entered via the Barcode field at the bottom of the screen. A Description, Inventory Category and Restriction Type are required to add a new item to the inventory. If Price, Cost or Qty are not input, their values will be defaulted to zero. If the vendor is not modified it will default to the No Vendor group. The Restriction Type indicate s how the product will be categorized for purposes of product restrictions.

7 INVENTORY ADJUSTMENTS This page explains how to perform Inventory Adjustments using the Adjustments menu. After selecting an Adjustment Reason and Adjustment Quantity, the Inventory Adjustment is immediately applied upon touching the Adjust Inventory button.

8 CASE/PACK SPLIT This page explains how to use the Case/Pack Split feature to split a case into single items. The user will initially be prompted to scan the carton or case's UPC code. After scanning the case or carton item, the user will be prompted to open the case or carton and scan a corresponding single item removed from within. Performing the second scan will split the case or carton into the appropriate number of single items in the database. These single items can then be made available for purchase individually. In order for this feature to work, the inventory item s must be m ark e d properly from within the DataManager software as Case item s with the proper Quantity Per Case.

9 INVENTORY COUNT This page explains how to perform an inventory count of on hand inventory. After scanning the item the user will be prompted to indicate the inventory count by using the numeric up/down control. Touching Accept Count will prompt the user for confirmation. Confirming the inventory count will set the inventory on hand value for the item in the database.

10 PRICE CHECK This page explains how to use the MIM software to check and change inventory item price and cost. After scanning the item the user can change the cost and price. A suggested price is indicated based on the gross profit margin target stored in the database for the item or item's category. Touching Apply Changes will immediately change the price and cost of the item in the database.

11 PRINT LABELS This page explains how to print labels from the Intermec Bluetooth printer. The buttons can be us e d to s elect the number of labels to print. After touching one of the s e buttons the Up and Dow n Arrow keys on the Intermec Keypad can be us e d to quickly change the label count. Scanning an item from this screen will immediately print out a label with the item's description, price and UPC code to the Bluetooth printer. It is possible to print more than a single label by incrementing the Number to Print value. Note: Make sure that the Bluetooth printer is powered on and located within 15 feet of the Intermec unit. It must also be properly paired with the Bluetooth printer.

12 RECEIVING INVENTORY This page explains how to use the MIM software to receive inventory from a newly arrived shipment. Before scanning the first item to be received, an identifying Invoice Number can be input to uniquely distinguish this receipt.

13 After scanning an item to be received, the Quantity received and Extended Amount for the items received must be entered. After finishing an inventory receipt, you must launch DataManager on the Window s Workstation to finalize the receiving process. This allow s any errors to be corrected before ultimately posting the receipt.

14 SETTING RE-ORDER LIMITS This page explains how to set product re-order limits using the MIM software. After scanning an item the user can establish its Minimum and Maximum re-order limits. The Minimum indicates at which point to re-order new stock and the Maximum indicates the maximum number of the item that should be on hand at any given time. The On Hand Qty indicates the current amount of stock on hand for this item. Touching Submit will immediately change the Minimum and Maximum re-order limits. In order to effectively utilize the re -order limits feature you must run the Re -Order Lim its Report from within DataManager to see the recommended amount of s tock that ne e ds to be ordered from vendors at any given time.

15 ASSOCIATING NEW UPC CODES WITH EXISTING ITEMS This page explains how to associate a new UPC Code with an existing item if the user's inventory contains items that have more than one unique UPC code for a distinct item. If at any time an item is scanned that does not exist in the database, the user will be prompted with the following screen: The user will be able to choose between adding the scanned item to the database as a new item or associating the scanned UPC with a pre-existing item. Touching Add UPC to Existing Item will prompt the user to scan the pre-existing item in order to associate both UPC codes with the pre-existing item. This is useful if a particular product has two different packaging styles each with a different UPC code but both UPC codes should be associated with the same physical product.

16 HARDWARE SHORTCUT KEYS REFERENCE This page explains a few hardware shortcut keys that can be used with the Intermec keypad. Spacebar: A space can be inserted into a line of text by pressing the dark blue Enter key. Uppercase Letter: Press the orange function key followed by the A key followed by the orange function key and lastly the desired uppercase letter.

17 Start Menu: To open the Windows start menu press the light blue function key followed by the 1 key on the number pad and lastly press the light blue function key again Close Current Window : To close the currently active window press the light blue function key followed by the 3 key on the number pad and lastly press the light blue function key again Tab: To tab through fields in the MIM software simply press the tab key Sleep: To put the unit to sleep press the power button Arrow Up and Dow n: The Up and Down keys can be used to quickly scroll through values in dropdown boxes.

18 INSTALLATION CONFIGURING INTERMEC WIRELESS TO CONNECT TO YOUR WIRELESS ACCESS POINT 1. Navigate to Start -> Settings -> Connections -> Wireless Manager -> Status -> Wireless -> Advanced -> Scan 2. You will see any visible broadcasting SSIDs in range. Record the SSID name that you intend to connect to in the following step. 3. Return to the main menu by hitting ESC a few times. 4. Navigate to Start -> Settings -> System tab -> Wireless Network icon 5. Edit the selected profile to match the desired wireless SSID and security settings. Disable power management. It might be necessary to log into the route r to verify security protocol settings such as WPA, WEP etc. If the wireless password contains uppercase letters refer to the hardware shortcut keys reference. 6. Navigate to Start -> Settings -> Connections tab -> Wireless Manager icon 7. The Wireless Manager will allow further configuration and testing of wireless network. 8. After entering in the Wireless Password and SSID you will want to verify that the handheld unit is connected to the access point. Navigate to Start -> Settings -> Wireless Manager -> Status -> Wireless. Five diagnostic tests will automatically run. ü Wireless Enabled ü MAC Address ü Associated ü IP Address ü Connection Validated All tests must pass. If one or more fails, validate the Wireless SSID, password and security type and try again.

19 DISABLING AUTO-COMPLETE FEATURE FOR WINDOWS MOBILE By default your windows mobile device will have the auto-complete feature enabled. For better usability it is suggested that the auto-complete feature be disabled. The steps to disabling auto complete can be seen below. 1. Navigate to Start -> Settings -> Input icon 2. Select Word Completion tab on bottom of form 3. Uncheck the boxes 'Suggest words when entering text' and 'Enable Auto Correct' SETTING UP SQL SERVER MULTI-MODE AUTHENTICATION 1. Using SSMSEE you must configure SQL Server for multi-mode authentication (Windows Auth and SQL Server auth) and then restart SQL Server. NOTE: It might be necessary to stop any applications that utilize the database prior to restarting the SQL instance to prevent data loss and possible site outage issues. 2. Now, add a new login to the SQL Server. Remember the username and password for this login. It will be used for the MIM Software to connect to the database. 3. Ensure that this login has appropriate permissions to insert, update and select from the rlcustomerdata database. INSTALLING MICROSOFT ACTIVE SYNC ON WINDOWS WORKSTATION PC If the remote PC is not running Windows 7, Microsoft ActiveSync must be installed in order for the Intermec unit to be docked and connected to the PC. The MIM software cannot be installed if this step is skipped. 1. Download Microsoft ActiveSync: 2. Run the installer on the remote workstation. When asked to synchronize files during the install process, uncheck all boxes. No files should be synched. 3. Press Next and finish the installation. If the PC is running Windows 7 ActiveSync is not required

20 INSTALLATION OF MOBILE INVENTORY MANAGEMENT SOFTWARE 1. Microsoft ActiveSync must be installed on the computer that will be connected to the Intermec unit to via USB if the PC is not Windows Download the MIMSetup.CAB file to the machine with ActiveSync that is connected to the Intermec unit 3. Transfer the MIMSetup.CAB file to the Intermec unit using ActiveSync explorer 4. Using the Intermec unit, navigate to the MIMSetup.CAB file and launch it. 5. When prompted, choose to install to the Flash File Store CONFIGURING POWER OPTIONS 1. Navigate to Settings -> System -> Power 2. Change the sleep timer to turn off after 5 minutes CONFIGURE DATABASE CONNECTION SETTINGS The Mobile Inventory Manager Software communicates with a SQL database and as such it is necessary to prepare the internal configuration settings for proper SQL server authentication. The database connection string can be modified remotely or on-site through the MIM GUI.

21 MODIFYING DATABASE CONNECTION STRING REMOTELY To modify the database connection string remotely you will be required to have the customer dock the Intermec unit and connect the dock to a PC with Microsoft Active Sync installed. 1. Click the Explore button in Microsoft Active Sync to access the file system on the Intermec unit 2. Navigate to \Flash File Store\Program Files\Mobile Inventory Manager\ConfigFile on the Intermec unit file system 3. Copy the DataBaseConnection.config file to the local file system of the PC 4. Open this file and modify the connection string to match the local site's SQL Server, SQL username and password. An example of a valid connection string is below: a. Data Source=ESITE00101\SQLEXPRESS;Initial Catalog=rlCustomerData;Persist Security Info=True;User Id=handheld;Password=H4ndh3ldus3r 5. Save the file after editing. 6. Copy the file over to the Intermec unit using ActiveSync. Place the new config file in the \Flash\File Store/Program Files directory on the Intermec unit.

22 MODIFYING DATABASE CONNECTION STRING ON-SITE Upon launching the Mobile Inventory Management application you will be presented with a splash screen similar to the image below. You will have approximately 3 seconds to enter into the configuration state. To either verify or change any of the configuration settings you must click on the 'Config' button found in the lower left hand corner of the screen before the Main Menu is visible. Mobile Inventory Manager splash screen. Touch the Config button found in the bottom left corner to launch Configuration. Once inside the configuration settings you will have the ability to either view or change any of the database connection settings to ensure proper functionality of the handheld unit.

23 Configuration settings such as Server, Database, Username + Password can be modified when performing configuration maintenance.

24 A typical configuration will have values similar to the ones listed below. Server: ESITE00101\SQLExpress Database: rlcustomerdata UID: handheld PWD: H4ndh3ldus3r. NOTE: PWD is replaced with a valid SQL password of appropriate strength for the site + database location While performing configuration maintenance it is possible to cancel all changes by simply hitting the 'Cancel' button which will take the user out of the configuration settings mode returning the user to the Main Menu. However, once all settings are configured to your liking it will be possible to 'Apply Changes' and test functionality through some of the Main Menu options. If for some reason the configuration isn't good and you see errors it will be necessary to exit out of the application. Re-launch the application and enter into configuration mode once again. The currently configured PWD will not be visible inside the configuration and if a change of the PWD is required a new sufficiently good password will need to be entered. NOTE: If the previously saved password is correct and no setting changes are required then it is suggested that the 'Cancel' key be pressed. INTERMEC LABEL PRINTER MOBILE WINDOWS PRE-CONFIGURATION 1. Navigate to Start -> Settings -> Connections tab -> Wireless Manager icon 2. Enable BlueTooth and search for the Bluetooth printer device. Make sure that the label printer is powered. 3. Navigate to Start -> Settings -> System tab -> Wireless Printing 4. Search for Bluetooth printer and add it 5. Enable Printer and attempt to Print Test Page. (Test Page will NOT Print but the Bluetooth printer's LCD display should light up) 6. Ensure that Bluetooth printer LCD display is displaying the letters 'IPL'.

25 BLUETOOTH LABEL PRINTER CONFIGURATION The Mobile Inventory Manager has an optional Bluetooth printer that can be utilized in conjunction with the Print Labels functionality built into the Mobile Inventory Manager software. Configuration of the printer can be accomplished through the four buttons visible on the outer perimeter of the printers display screen. It is necessary to perform the steps detailed below to ensure correct label printing functionality when utilizing the Intermec Handheld unit in conjunction with the Bluetooth printer.

26 Intermec printer dis play and configuration buttons. Ø Disable Sleep and Standby Mode button. button four times until you see 'POWER' option button for OK button until you see 'Sleep Timer' button button until it reads 'ALWAYS ON' button for OK button on the POWER: menu for option 'STANDBY TIMER' button until it reads 'DISABLED' button for OK button to return to home menu Ø Set up MEDIA type for GAP media and LBL REST POINT

27 button button until it reads MEDIA button for OK button for OK when it reads MEDIA TYPE button until it reads GAP button for OK when it reads GAP button until it reads LBL REST POINT button for OK button until it reads -10 (negative ten) button for OK button to return home

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