Wasp-barcode Inventory Control Manuel d'utilisateur

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Résumé du contenu

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InventoryControl Printable Help

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15.3.5 Copying User Security Profiles:...234 15.3.6 Securi

Page 3 - Table of Contents

InventoryControl Printable Help 6.3 Editing Kit Items Pro and Enterprise Versions Only Note: For information on the benefits of upgrading your versi

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InventoryControl Printable Help 6.6 Edit Customer The Edit Customer screen allows you to modify an existing customer. This screen is accessed fro

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InventoryControl Printable Help 87 The Edit Pick Order screen is identical to the New Pick Order screen, except all the information previously ente

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InventoryControl Printable Help Chapter 7 - Assembly Items 7.1 Assembly Overview This function applies to Pro and Enterprise Version users only. Note

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InventoryControl Printable Help InventoryControl will check the on hand amounts for each item included in the build to make sure you have enough to c

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InventoryControl Printable Help 7.2.1 Accessing the New Assembly Item Screen: 1. From the Main screen, select New > Item > Assembly. The Cr

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InventoryControl Printable Help 7.2.2 General Information Tab: The General Information tab is where you will enter the basic information about the it

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InventoryControl Printable Help to track each item. Typically, small items that are all the same may not need to have any Track Bys selected. Items

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InventoryControl Printable Help InventoryControl will be 1000 - 1500. To enable Automatic Serial Numbers: a. Click the button to the right of the Se

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InventoryControl Printable Help For a detailed description for using Cost Tracking and Average Costing, please click here. Cost Method Select how yo

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15.6.21 SQL Server Backup Location: ...246 15.6.23 Packing

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InventoryControl Printable Help Level Reorder Qty This field specifies the quantity at which you want to reorder inventory. Note: The Minimum Stock

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InventoryControl Printable Help Complete the fields on this screen as described below:  Primary Location - Select this checkbox if this will be

Page 16 - Chapter 1 - Getting Started

InventoryControl Printable Help  Max Stock Level - Enter the maximum number of this item that you want to have in stock for the selected site and lo

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InventoryControl Printable Help 1. In the Type drop down, select Inventory, Non-Inventory or Assembly. 2. In the Item Number field, select which it

Page 18 - 1.4 Set Up Cycle Overview

InventoryControl Printable Help 5. Press ENTER to access a new line and enter another Item, then repeat the steps above. Your screen will appear simi

Page 19 - 1.5 Step One - Create Users

InventoryControl Printable Help Complete the fields on this tab as described below:  Stocking Unit is the portion by which the quantity will be t

Page 20 - 1.8 Step Four - Add Users

InventoryControl Printable Help  Weight is the mass of one Unit of Measure expressed in Weight Units.  Manager is used to record the name of some

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InventoryControl Printable Help 5. Enter the number of days lead time the supplier needs to process orders for this item in the Lead Time (in days)

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InventoryControl Printable Help For more information about the Options screen, please refer to the Options Screen topic. 7.3 Building Assembly Items

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InventoryControl Printable Help Note: To prevent fields from clearing, click the pushpin button located to the right of the field you want to lock

Page 24 - 2.1 Barcode Best Practices

16.4.2 Inventory Import Format:...270 16.4.3 Ite

Page 25 - 2.2 What is a Barcode?

InventoryControl Printable Help 6. You can optionally enter Cost. This Cost reflects the cost of the entire Assembly Item (including sub-items).

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InventoryControl Printable Help This Remove screen displays all items tied to this Assembly Item. Those items that appear checked as in the exampl

Page 27 - 2.4.2 What is a Location?

InventoryControl Printable Help 12. Click Next when you have completed entering the requested information. You will be returned to the Assembly screen

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InventoryControl Printable Help Note: To prevent fields from clearing, click the pushpin button located to the right of the field you want to lock.

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InventoryControl Printable Help 9. You can optionally enter a Customer in the Customer field. 10. When you have completed the information on this sc

Page 30 - 2.6 Labeling Items

InventoryControl Printable Help Click this button to view a list of all previous configurations. The View Config History screen appears. To swi

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InventoryControl Printable Help 111 you want to lock. This is helpful when you have to perform multiple Builds at one Location, for example. Pushpin

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InventoryControl Printable Help Chapter 8 - Using the List Screens 8.1 Working with Lists Note: All screen shots in this help file are of InventoryC

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InventoryControl Printable Help Below is an example of the basic list screen layout. This is an example of the Inventory List. This screen can be div

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InventoryControl Printable Help The toolbar at the top of the list screen provides quick access to a variety of functions and also allows you to cust

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19.7 WDT2200 - Resetting the Device...308 19.8 WDT2200

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InventoryControl Printable Help systems are able to import and export comma-delimited data. For example, data pulled from a database and represented i

Page 37 - 2.8 Using Custom Fields

InventoryControl Printable Help Print Print allows you to print the list. When this button is selected, a standard Page Setup screen appears allowin

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InventoryControl Printable Help screen. For example, if you want to group information by Location, click on the Location column header and drag it to

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InventoryControl Printable Help The information contained in that group still appears on the display screen, but it is no longer grouped together.

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InventoryControl Printable Help included in the Assembly Item is listed in the bottom grid. To return to the full list of Transactions, click the Clo

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InventoryControl Printable Help Sorting Columns: Most of the columns that appear in the lists can be sorted ascending or descending. The columns sort

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InventoryControl Printable Help 8.1.3 Section C: Buttons: This section contains the following buttons: Help (F1) - Click this button (or hit the F1

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InventoryControl Printable Help Hide Columns - The list allows you to hide columns by right-clicking on a column label and selecting Hide Column. Th

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InventoryControl Printable Help 8.2 Item List Example The Item List displays all items you have entered in the system. Below is an example of this sc

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InventoryControl Printable Help 8.3 Inventory List Example The Inventory List displays all items that have inventory (quantity) in the software. Inv

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20.7 Windows Mobile Device - Entering Alphanumeric Data...392 20.8 Setup and Synchroniza

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InventoryControl Printable Help 8.4 Site List Example The Site List displays all sites you have setup in the system. Note: WaspNest Inventory only

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InventoryControl Printable Help 8.5 Location List Example The Location List displays all locations you have setup in your system. Below is an exampl

Page 49 - 4.1 User Log On

InventoryControl Printable Help 8.6 Customer List Example The Customer List displays all customers you have setup in the software. A customer is any

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InventoryControl Printable Help 8.7 Manufacturer List The Manufacturer List displays all manufacturers you have setup in the system. The Manufactur

Page 51 - 4.2 About the About Screen

InventoryControl Printable Help 8.8 Supplier List The Supplier List displays all suppliers you have setup in the system. The Supplier List screen

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InventoryControl Printable Help 8.9 Pick Order List Example This function applies to Pro and Enterprise Version users only. Note: For information on

Page 53 - 4.3 Main Screen

InventoryControl Printable Help 8.10 Purchase Order List Example This function applies to Pro and Enterprise Version users only. Note: For informatio

Page 54 - 4.3.1 Section A: Toolbar

InventoryControl Printable Help 132 8.11 Transaction List Example The Transaction List displays all transactions (add, move, remove, etc.) that hav

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InventoryControl Printable Help Chapter 9 - Inventory 9.1 Inventory Menu The Inventory Menu groups tasks such as Adding/Removing, Moving, Checking In/

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InventoryControl Printable Help  Move - The Move screen allows you to move inventory for an item from one Location to another. When you add inven

Page 57 - 4.4 Changing Your Password

xiii 20.11.10 Windows Mobile Device - Checking In Inventory ...449 20.11.11 Windows Mobil

Page 58 - 4.5 Update License Screen

InventoryControl Printable Help 9.2 Manually Adding Inventory The Add Inventory screen allows you to manually add quantity to items already entered in

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InventoryControl Printable Help Note: To prevent fields from clearing, click the pushpin button located to the right of the field you want to lock

Page 60 - 4.6 Selecting Sites

InventoryControl Printable Help  Cost  Date Acquired  Any of the associated Track By fields: Serial Number, Date Code, Lot or Pallet (Set on th

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InventoryControl Printable Help The Supplier drop down list displays the last ten suppliers used. The <More> option of the Supplier drop down l

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InventoryControl Printable Help 8. If you want to print a receipt of this transaction, enter the number of receipts in the Print receipt on Commit - C

Page 63 - 4.7 Logging Out

InventoryControl Printable Help 9.3 Removing Inventory The Remove Inventory screen allows you to remove quantity from any item in the database. This

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InventoryControl Printable Help To prevent fields from clearing, click the Pushpin button located to the right of the field you want to lock for s

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InventoryControl Printable Help  Customer  Notes Below is an example of the Remove screen with the fields enabled: You can use the drop do

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InventoryControl Printable Help selected Location exists and has quantity. Also check that you are using the right Site. 5. Enter the Customer: Se

Page 67 - 4.10 Alerts

InventoryControl Printable Help 9.4 Moving Inventory The Move Inventory screen allows you to move inventory quantity for an item from one Location to

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InventoryControl Printable Help Chapter 1 - Getting Started 1.1 Introduction We recommend that you read the information found in the Introductory Mate

Page 69 - 4.11 Adding Notes

InventoryControl Printable Help To prevent fields from clearing, click the Pushpin button located to the right of the field you want to lock for subs

Page 70 - 5.1 Creating a New Site

InventoryControl Printable Help You can use the drop down list of any enabled field to select an existing value for that field. The To Location f

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InventoryControl Printable Help 6. After you have entered the information on the screen, click the Move button to add the transaction to the Pending T

Page 72 - 5.2 Creating New Customers

InventoryControl Printable Help 9.5 Checking In Inventory The Check-In screen allows you to Check-In inventory that has previously been Checked-Out

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InventoryControl Printable Help Note: To prevent fields from clearing, click the pushpin button located to the right of the field you want to lock.

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InventoryControl Printable Help You can only check-In inventory from a customer that was previously entered on the Create New Customer screen and on

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InventoryControl Printable Help At any time, you can review the Pending Transaction List and remove any transactions that were entered in error usin

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InventoryControl Printable Help 9.6 Checking Out Inventory The Check-Out screen allows you to check-out, or assign, inventory to customers for a spec

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InventoryControl Printable Help Note: To prevent fields from clearing, click the pushpin button located to the right of the field you want to lock.

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InventoryControl Printable Help  Location - filtered by Site.  Quantity - unless the item is Tracked By Serial Number - Set on the Add or Edit I

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InventoryControl Printable Help The User Name field is not case sensitive. The Password field is case sensitive. Asterisks will be displayed as you

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InventoryControl Printable Help 6. Complete the Due Date fields: If you choose the default Return Date, it is calculated by adding the number of da

Page 81 - 5.3.3 Location Settings Tab:

InventoryControl Printable Help 9.7 Adjusting Inventory Amounts The Adjust Inventory screen allows you to modify the quantity (inventory amount) of

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InventoryControl Printable Help Note: To prevent fields from clearing, click the pushpin button located to the right of the field you want to lock.

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InventoryControl Printable Help Below is an example of the screen with the fields enabled: Selecting a Reason from the drop down list allows you

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InventoryControl Printable Help 5. Enter the Quantity: After you have specified the Item, Location and Track Bys, you should input the total Quantity

Page 85 - 5.3.5 Manage Suppliers Tab:

InventoryControl Printable Help 160 10. Click Commit to submit the transaction(s) to your database. 9.7.2 Duplicate Serial Numbers Warning: If you a

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InventoryControl Printable Help Chapter 10 - Kit Items 10.1 Kitting Overview This function applies to Pro and Enterprise Version users only. Note: For

Page 87 - 5.3.7 Saving the New Item:

InventoryControl Printable Help 2. Remove the Kit Item: After the Kit Item has been picked and sold, use the Remove function to remove the designate

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InventoryControl Printable Help 10.2 Creating a Kit Item This function applies to Pro and Enterprise Version users only. Note: For information on the

Page 89 - 5.7 Creating New Locations

InventoryControl Printable Help Note that in addition to the usual tabs that appear on the Create New Item screen, there is also a tab labeled Kit

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InventoryControl Printable Help You can use the software as normal once logged in. You can create additional items and add inventory, check inventory

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InventoryControl Printable Help Description field. Automatic Item Numbers: If you have the Automatic Item Numbers option selected on the Options scre

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InventoryControl Printable Help Average Cost This is a calculated value that averages the cost paid for the current Quantity. This will be blank when

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InventoryControl Printable Help To select items to include in your Kit Item: 1. In the Type drop down, select Inventory, Non-Inventory or Assembly.

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InventoryControl Printable Help 10.2.3 Additional Information Tab: When you have finished entering information on the Kit Information tab, click the

Page 95 - 5.8 Creating New Suppliers

InventoryControl Printable Help  Height is the height of one Unit of Measure expressed in Dimension Units.  Weight Unit is the increment to be us

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InventoryControl Printable Help 10.3 Removing Kit Items This function applies to Pro and Enterprise Version users only. Note: For information on the

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InventoryControl Printable Help To prevent fields from clearing, click the Pushpin button located to the right of the field you want to lock for su

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InventoryControl Printable Help (such as serial numbers) is needed for any of the associated component items, you can click Commit at this point to

Page 99 - Chapter 6 - Editing Data

InventoryControl Printable Help 173 can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventor

Page 100 - 6.4 Editing Sites

InventoryControl Printable Help Chapter 11 - Pick Orders 11.1 Pick Order Overview This function applies to Pro and Enterprise Version users only. No

Page 101 - 6.9 Editing Pick Orders

InventoryControl Printable Help 1.5 Step One - Create Users Add Admin User - When you first log on to InventoryControl, you will use Admin as the use

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InventoryControl Printable Help 5. After the order is fully picked it has a status of Completed. You can have InventoryControl automatically email th

Page 103 - Chapter 7 - Assembly Items

InventoryControl Printable Help Notice that the screen prominently displays the status as New. This status message changes based on the state the

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InventoryControl Printable Help 1. Enter a Pick Order Number. Each pick order is assigned a unique identifier consisting of an alpha-numeric value up

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InventoryControl Printable Help o Manual - Use this option to add one-time items, such as shipping and handling, to an order. Manual items cannot b

Page 106 - Field Description

InventoryControl Printable Help In order for the email feature to work correctly, you must set your SMTP Server, User Name and Password (if authent

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InventoryControl Printable Help 11.4 Pick Order List Example This function applies to Pro and Enterprise Version users only. Note: For information o

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InventoryControl Printable Help 11.5 Picking Orders This function applies to Pro and Enterprise Version users only. Note: For information on the bene

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InventoryControl Printable Help 4. Enter the date these items are to be shipped in the Ship Date field. 5. You can optionally type in notes fo

Page 110 - 7.2.3 Location Settings Tab:

InventoryControl Printable Help for more information on the Packing Slip for Session option).  Email Packing Slip - Sends an email containing this

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InventoryControl Printable Help This feature opens a screen that allows you to quickly type in or scan in information. When you click the Quick/Scan

Page 112 - 7.2.4 Assembly Tab:

Copyright © 2011 Wasp Barcode Technologies 1400 10th St. Plano, TX 75074 All Rights Reserved STATEMENTS IN THIS DOCUMENT REGARDING THIR

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InventoryControl Printable Help description of the location as well. A distribution business, for example, typically places inventory at a specific l

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InventoryControl Printable Help Chapter 12 - Purchase Orders/Receiving 12.1 Purchase Orders/Receiving Overview This function applies to Pro and Enter

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InventoryControl Printable Help have entered an email address. You can enter email addresses for your suppliers on the Create New or Edit Supplier sc

Page 116 - 7.2.6 Manage Suppliers Tab:

InventoryControl Printable Help The Purchase Order now appears on your Purchase Order List (Lists > Purchase Orders). From the Purchase Order Lis

Page 117 - 7.2.8 Saving the New Item:

InventoryControl Printable Help 12.2 Creating a New Purchase Order This function applies to Pro and Enterprise Version users only. Note: For informa

Page 118 - 7.3 Building Assembly Items

InventoryControl Printable Help Possible statuses are:  New - This always displays when creating a new order.  Issued - Once the purchase orde

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InventoryControl Printable Help Entering Company Information topic. 5. Enter a Reference Number for this Purchase Order (optional). 6. The Orde

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InventoryControl Printable Help  Ordered QTY - Enter the quantity you are ordering of this item. This field defaults to 1. You cannot enter negati

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InventoryControl Printable Help field on the Email Destination List. It is a good idea to send yourself or someone else internal to your company a c

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InventoryControl Printable Help 12.4 Purchase Order List Example This function applies to Pro and Enterprise Version users only. Note: For informati

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InventoryControl Printable Help 12.5 Receiving Inventory from Purchase Orders This function applies to Pro and Enterprise Version users only. Note:

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InventoryControl Printable Help 1.9 Step Five - Print Location Labels Print Location Labels - If you have set up more than one location and you will

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InventoryControl Printable Help Note: In the example above, the Show Costing Information option is enabled on the Options screen show costing infor

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InventoryControl Printable Help A box appears allowing you to select a Location and a Quantity for that location. Please be aware that quantities

Page 127 - 8.1 Working with Lists

InventoryControl Printable Help You can scan the barcode label on the item and the fields on the Quick/Scan Entry screen will populate with the scan

Page 128 - 8.1.1 Section A: Toolbar

InventoryControl Printable Help 12.6 Purchase Order FAQ What is the difference between the Shipping Unit of Measure and the Stocking Unit of Measure?

Page 129 - Button Description

InventoryControl Printable Help 12.7 Deleting Purchase Orders/Pick Orders Pro and Enterprise Versions Only Note: For information on the benefits of

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InventoryControl Printable Help 12.8 Receive/Pick Menu This function applies to Pro and Enterprise Version users only. Note: For information on the

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InventoryControl Printable Help topic.  Pick - The Pick function allows you to designate pick orders for shipping or to close a pick order. Pick

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InventoryControl Printable Help 12.9 Managing Payment Methods This function applies to Pro and Enterprise Version users only. Note: For information

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InventoryControl Printable Help 3. The last row on the grid is blank. Click in the row and type in the new payment method. 4. Press ENTER or t

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InventoryControl Printable Help 3. Highlight the desired listing, then select the function you want to perform. Options are:  Delete - This

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InventoryControl Printable Help If you already have item information contained in another database, you may want to use InventoryControl's Import

Page 136 - 8.1.3 Section C: Buttons:

InventoryControl Printable Help Make sure you save this to a location you can remember. You must also choose a name for your file on this screen.

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InventoryControl Printable Help 12.10 Managing Shipping Methods This function applies to Pro and Enterprise Version users only. Note: For informatio

Page 138 - 8.2 Item List Example

InventoryControl Printable Help 3. The last row on the grid is blank. Click in the row and type in the new shipping method. 4. Click ENTER to

Page 139 - 8.3 Inventory List Example

InventoryControl Printable Help  Delete - This deletes the highlighted shipping method from the database. When you select this option, a confirmat

Page 140 - 8.4 Site List Example

InventoryControl Printable Help Make sure you save this to a location you can remember. You must also choose a name for your file on this screen.

Page 141 - 8.5 Location List Example

InventoryControl Printable Help 12.11 Formatting PO and Pick Order Numbers Pro and Enterprise Versions Only Note: For information on the benefits o

Page 142 - 8.6 Customer List Example

InventoryControl Printable Help 4. Select the type of value you are entering from the Type drop down list. Your options are:  Text - This opt

Page 143 - 8.7 Manufacturer List

InventoryControl Printable Help 5. When you have chosen your Type and entered the required values, select Add. Your entries will appear in the g

Page 144 - 8.8 Supplier List

InventoryControl Printable Help 12.12 Email Distribution List Pro and Enterprise Versions Only Note: For information on the benefits of upgrading yo

Page 145 - 8.9 Pick Order List Example

InventoryControl Printable Help Chapter 13 - Creating/Editing/Printing Labels 13.1 Selecting a Label Printer The Labels menu provides access to pre-b

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InventoryControl Printable Help 8 1.15 Step Eleven - Print the Inventory by Location Report Print the Inventory by Location Report - Printing the In

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InventoryControl Printable Help 13.2 Using the Labels Menu The software allows you to select from several pre-built labels that can be printed the lis

Page 148 - Chapter 9 - Inventory

InventoryControl Printable Help A list of available labels will appear. If you do not see all the label files shown here upon accessing the list, e

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InventoryControl Printable Help 3. Create your label as desired. Please see the Wasp Labeler online help for detailed instructions on creating labels

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InventoryControl Printable Help 13.3 Printing Labels from the List Screens InventoryControl allows you to print Location and Item labels directly fro

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InventoryControl Printable Help 219

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InventoryControl Printable Help Chapter 14 - Reports 14.1 Report Selection This software comes with many built-in reports to help you maintain your i

Page 153

InventoryControl Printable Help 14.2 Report Viewer The Report Viewer presents reports in an interactive environment that permits keyword searches, p

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InventoryControl Printable Help Refresh updates the report with current data. Export Report allows you to save the report as your choice of any of

Page 155 - 9.3 Removing Inventory

InventoryControl Printable Help Specify a keyword and click Find Next to find the next occurrence. Filter allows you to create filters for the select

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InventoryControl Printable Help 224

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InventoryControl Printable Help Chapter 2 - Introductory Materials 2.1 Barcode Best Practices In InventoryControl, when you are asked for a number to

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InventoryControl Printable Help Chapter 15 - Administration 15.1 Administration Menu The Administration Menu groups tasks such as creating/editing you

Page 159 - 9.4 Moving Inventory

InventoryControl Printable Help  Security - The Security Privileges screen allows users set up as Administrators to add users to the system, set us

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InventoryControl Printable Help 15.2 Company Information Screen The Company Information screen allows you to enter or update information about your bu

Page 161

InventoryControl Printable Help 3. Type in the requested information. The Company Name field is mandatory; all other fields on this screen are opti

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InventoryControl Printable Help 15.2.3 Deleting an Address Type: You can delete one or more addresses for your company by following the steps below.

Page 163 - 9.5 Checking In Inventory

InventoryControl Printable Help 15.3 Adding Users/Editing Security Privileges The Security Privileges screen allows those users setup as Administrato

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InventoryControl Printable Help When you first access this screen, you will see a user listed as Admin, User (as shown in the screen shot above). T

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InventoryControl Printable Help 2. First Name, Last Name, a User Name (used when logging on to the system), a Password and Status (which is normally

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InventoryControl Printable Help 5. Click OK when you have selected all privileges to which you want this user to have access. These selections can

Page 167 - 9.6 Checking Out Inventory

InventoryControl Printable Help 3. Type in new data as needed, then click the OK button. You will be returned to the Security Privileges screen. 4

Page 168

InventoryControl Printable Help 2.2 What is a Barcode? A barcode is a graphical representation of a set of numeric or alphanumeric characters that ca

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InventoryControl Printable Help 15.3.6 Security Privileges Definitions: Add Inventory: The user will be able to manually add inventory to the system.

Page 170

InventoryControl Printable Help 15.4 Backing up the Database Note for Enterprise Users: The Backup feature is not available in the Enterprise versio

Page 171 - 9.7.1 Adjusting Inventory:

InventoryControl Printable Help 15.5 Restore the Database Then software allows you to quickly restore a backup database. This is usually used when

Page 172

InventoryControl Printable Help 15.6 Options Screen The Options screen is where you can turn off and on some automatic processes for inventory func

Page 173

InventoryControl Printable Help Edit Field Names Max Row Count Previously Processed Mobile Data Show Cost Information During Receiving (applies to Pro

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InventoryControl Printable Help 15.6.1 Accessing the Options Screen: From the Main screen, select Tools > Options. The Options screen appears.

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InventoryControl Printable Help 15.6.2 Allow Negative Quantities on Mobile Devices This option pertains to batch devices only. Negative quantit

Page 176 - Chapter 10 - Kit Items

InventoryControl Printable Help 15.6.3 Allow Over Pick When this option is selected, users can mark more inventory as "picked" than is indi

Page 177

InventoryControl Printable Help The Create New Customer screen will be opened if an unknown Customer is entered on the Remove Inventory, Create New Pi

Page 178 - 10.2 Creating a Kit Item

InventoryControl Printable Help 15.6.12 Packing Slip for Session: The packing slip that can be printed and/or emailed upon saving by default displa

Page 179

InventoryControl Printable Help harder to scan and usually do not last long. InventoryControl is bundled with Wasp Labeler, which can print to a reg

Page 180

InventoryControl Printable Help When this option is disabled, upon clicking the Save button on the Create New screen, the entry will be saved, the scr

Page 181 - 10.2.2 Kit Information Tab:

InventoryControl Printable Help When this option is turned off, you still will not be able to re-process data that has already been processed. The

Page 182

InventoryControl Printable Help If you deselect the Yes checkbox, the list will not appear and the emails will automatically be sent to every address

Page 183

InventoryControl Printable Help The GMail SMTP server address is smtp.gmail.com. The SMTP user should be '[email protected]' (don&ap

Page 184 - 10.2.5 Saving the New Item:

InventoryControl Printable Help 15.7 Archiving Transactions The Archive Transaction feature allows you to archive inactive transactions prior to a sp

Page 185 - 10.3 Removing Kit Items

InventoryControl Printable Help 15.8 Editing Field Names When the Edit Field Names option is enabled on the Options screen, users setup with Administ

Page 186

InventoryControl Printable Help 2. You can change the text of the Label (or field name) and that field's associated Tool Tip or click Set to Defa

Page 187

InventoryControl Printable Help The scope of the custom Tool Tip for this field could be narrowed further by selecting a single Inventory transactio

Page 188

InventoryControl Printable Help 15.9 Using Custom Fields InventoryControl allows you to create custom fields on your Items, Sites, etc. This enable

Page 189 - Chapter 11 - Pick Orders

InventoryControl Printable Help Note: The fields seen above are not visible when the Edit Field Names option is turned off and no customizations ha

Page 190 - 11.2 Creating a Pick Order

InventoryControl Printable Help 2.4 Designing and Labeling Sites and Locations 2.4.1 What is a Site? The term Site is used to describe any grouping o

Page 191

InventoryControl Printable Help This field will also be seen in the Edit Customer screen. 255

Page 192

InventoryControl Printable Help Chapter 16 - Importing/Exporting 16.1 Importing Into the Database Import allows you to bring data into the program&ap

Page 193

InventoryControl Printable Help are permissible in text fields.  Commas, sometimes used as "thousands" separators, should be removed from

Page 194 - 11.3 Editing Pick Orders

InventoryControl Printable Help 4. Click Next when you are ready to proceed. The Step 2: Field Delimiter screen appears. Delimiters are used to s

Page 195

InventoryControl Printable Help 6. Click Next when you are ready to proceed. The Step 3: Field Mapping screen appears. The Field Mapping scree

Page 196 - 11.5 Picking Orders

InventoryControl Printable Help 0 1 These values are case-insensitive, but they are the only values allowed. Anything else will be rejected by Imp

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InventoryControl Printable Help 16.1.3 Required Import Fields: All tables have some required fields that must be mapped. These are listed below: T

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InventoryControl Printable Help 16.1.5 Notes on Importing Inventory: The steps for importing inventory are the same as those listed above; however,

Page 199

InventoryControl Printable Help 16.2 Exporting to a Text File This software allows you to create text files containing data from one or more fields wi

Page 200

InventoryControl Printable Help The Export Field Selection screen allows you to select which of the Fields available in the table you have chosen t

Page 201

InventoryControl Printable Help printers. Thermal transfer printers that work like an ink jet or laser printers that print by transferring ink from

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InventoryControl Printable Help 5. When you are finished selecting all the fields you want to use, click the Up or Down buttons to sequence the fi

Page 203

InventoryControl Printable Help The Destination File Format screen allows you to specify the Field Delimiter of choice and whether or not to Include

Page 204

InventoryControl Printable Help 16.3 Related Data Fields Location Table Supplier Table Manufacturer Table Item Table Inventory Table Site

Page 205

InventoryControl Printable Help  If you will be importing data into both the Manufacturer table and the Item table: The same values that resid

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InventoryControl Printable Help 16.4 Import Specifics This topic lists all Field Names, Data Types and Sizes for the fields that can be imported. The

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InventoryControl Printable Help Custom Text 4 varchar 100 Custom Text 5 varchar 100 Custom Text 6 varchar 100 Custom Text 7 varchar 100 Custo

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InventoryControl Printable Help Site varchar 50 Supplier Code varchar 30 16.4.3 Item Import Format: Field Name Data Type Size (

Page 209

InventoryControl Printable Help Pallet (Track By?) char 1 PO (Required?) char 1 Reorder Qty decimal 9(15,4) Sale Price money 8 Serial Number

Page 210

InventoryControl Printable Help 16.4.5 Manufacturer Table Properties: Field Name Data Type Size (Precision, Scale) Address 1 varch

Page 211

InventoryControl Printable Help 16.4.6 Supplier Table Properties: Field Name Data Type Size (Precision, Scale) Address 1 varchar

Page 212

InventoryControl Printable Help 2.5 Identifying Tracking Needs Sometimes it is important to be able to associate an exact item or range of items wit

Page 213 - 12.6 Purchase Order FAQ

InventoryControl Printable Help 16.4.7 Data Type Definitions:  The maximum sizes permitted by the data types defined below are greater than the fi

Page 214

InventoryControl Printable Help For example, if your Long Date format, as shown in Regional Options is dddd, MMMM dd, yyyy (Friday, June 27, 2003), y

Page 215 - 12.8 Receive/Pick Menu

InventoryControl Printable Help Scale instead, to make this assessment. Size can and should be used for all other Data Types. int Integer (whole n

Page 216

InventoryControl Printable Help Chapter 17 - Performing an Audit 17.1 Auditing Your Inventory As many business owners know, keeping accurate counts o

Page 217

InventoryControl Printable Help 17.2 Audit Flow Overview The audit process in this software is broken into 7 steps: 1. Create a pre-audit backup of

Page 218

InventoryControl Printable Help is displayed below: With Audit Mode Active, you should next create mobile databases and download them to mobile

Page 219

InventoryControl Printable Help 1. On the Inventory menu, click the Audit icon (this is the same icon you clicked to begin the Audit Mode). The Audit

Page 220

InventoryControl Printable Help 3. Enter a Transaction Code (optional): This field allows you to type in a value or select a previously-entered

Page 221

InventoryControl Printable Help 17.5 Reviewing the Not Counted Items Report This software contains several audit reports that allow you to review coun

Page 222

InventoryControl Printable Help This screen lists all audit transactions and includes the following columns:  Item Number  Current Quantity -

Page 223

Table of Contents Chapter 1 - Getting Started...

Page 224

InventoryControl Printable Help 2.6 Labeling Items Just as every location should have a barcode, each individual piece of inventory needs a barcode

Page 225

InventoryControl Printable Help 285 17.7 Reviewing the Remainder of the Audit Reports This software contains several audit reports that allow you to r

Page 226

InventoryControl Printable Help Chapter 18 - Search Function 18.1 Searching for Information The Find screen allows you to easily search for informati

Page 227

InventoryControl Printable Help Selecting the Find All checkbox disables the Field and Value fields. The search results will display all of the reco

Page 228

InventoryControl Printable Help 18.2 Advanced Find The Advanced Find screen allows you to search a table in the database using multiple values and lo

Page 229

InventoryControl Printable Help  Operator is a comparison operator used to evaluate an expression. Comparison Operator Meaning = equal <>

Page 230 - 13.2 Using the Labels Menu

InventoryControl Printable Help 4. Enter the desired values for the seven Advanced Find fields to construct a filter fragment. For example, assum

Page 231

InventoryControl Printable Help 12/25/02 11:59pm will return all records that have the date 12/25/02. 9. Click the Simplified button to revert to th

Page 232

InventoryControl Printable Help 3. Click Auto Detect COM Port Settings. A status screen appears as the system is detecting the default settings:

Page 233

InventoryControl Printable Help 4. Normally, you should not have to make changes to the values set by the Auto Detect function, but changes can be

Page 234

InventoryControl Printable Help When the install has completed, the following confirmation message will appear: 6. Click OK on the confirmation

Page 235 - Chapter 14 - Reports

InventoryControl Printable Help 2.7 Using Cost Tracking and Average Costing FAQ What cost methods are used by InventoryControl? InventoryControl pro

Page 236 - 14.2 Report Viewer

InventoryControl Printable Help If you are creating a database for a device that already has the program, from the InventoryControl Main Screen, clic

Page 237

InventoryControl Printable Help 2. Select the Site, Location, Item Numbers, Customers, Suppliers, Purchase Orders (Pro and Enterprise Versions Onl

Page 238

InventoryControl Printable Help <all> This value is forced to <all> when there is only one Site setup in the system. <all> This valu

Page 239

InventoryControl Printable Help From: Specify <all> or click the Hand icon to find a specific Item Number that will establish the first valid v

Page 240 - Chapter 15 - Administration

InventoryControl Printable Help 5. Click Next if you want to proceed to the PC to Mobile Device tab where you can send the database you just created

Page 241

InventoryControl Printable Help If you are creating a database for a device that already has the program, from the InventoryControl Main screen, cli

Page 242

InventoryControl Printable Help If the specified filters produce no eligible Items or Sites, no data will be transmitted to the PDT when a Send Data

Page 243

InventoryControl Printable Help When finished transferring the data, the following message will be displayed on the PC: 302

Page 244

InventoryControl Printable Help Having received both the InventoryControl program and a database, the PDT will now display the logon screen: Invento

Page 245

InventoryControl Printable Help 19.4 WDT2200 - Receiving Data from PDT The Receive Data from PDT function is used to transfer data from the PDT to t

Page 246

InventoryControl Printable Help 50 scanners x $300 = $15,000 (from the 1st) 50 scanners x $320 = $16,000 (from the 8th) 50 scanners x $315 = $15,75

Page 247

InventoryControl Printable Help The following conditions must be true before proceeding:  The WDT2200 must be powered on and connected to the PC&ap

Page 248

InventoryControl Printable Help When finished transferring data from one or more PDT's, proceed to Upload From Mobile Devices. 306

Page 249

InventoryControl Printable Help 19.5 WDT2200 - Data Cycle 1. The WDT2200's Date and Time should be set first, then Setup Device is used to defin

Page 250

InventoryControl Printable Help 19.7 WDT2200 - Resetting the Device The following steps can be performed to clear all data from the WDT2200. Any

Page 251 - 15.4 Backing up the Database

InventoryControl Printable Help At the PC, with the WDT2200 connected to your PC and powered on, you must now perform a Setup Device on the PC, to set

Page 252 - 15.5 Restore the Database

InventoryControl Printable Help 19.8 WDT2200 - Setting the Date and Time If the InventoryControl program and a database have already been transferre

Page 253 - 15.6 Options Screen

InventoryControl Printable Help 7) Press the Escape key to exit the system menu and return to the default power-on prompt. You should now perform th

Page 254

InventoryControl Printable Help If you do not see the Start Menu shown above, power off the PDT and repeat the key sequence described above. 4) Fr

Page 255

InventoryControl Printable Help Press the Enter key when the screen above is displayed: The InventoryControl Log On screen will then be displayed, al

Page 256

InventoryControl Printable Help 19.10 WDT2200 - Interface The Wasp WDT2200 Keypad  Press and hold the power key to turn the unit On or Off. 

Page 257 - 15.6.7 Automatic New

InventoryControl Printable Help We will address what you do if you remove in partial quantities or purchase the item in larger quantities than the

Page 258

InventoryControl Printable Help 19.11 WDT2200 - About Screen The About screen can be accessed by selecting the 7 key on the PDT Main Menu or the 4 ke

Page 259

InventoryControl Printable Help Configuring Sites: 1. The Site Config function can be accessed by selecting the 6 key on the PDT Main Menu, or the

Page 260 - 15.6.17 Max Row Count:

InventoryControl Printable Help Warehouse 3 Press Ent to accept, ESC to cancel F1=Prev F4=Next Above, the site WAREHOUSE 3 can be accepted as the

Page 261

InventoryControl Printable Help Press the Escape key to return to the Main Menu, then select the 6 key to go to the Site Config function. For more i

Page 262

InventoryControl Printable Help 1. Scan or key in a Location value. The Location field is required for all Add transactions. Enter a Location and pr

Page 263 - 15.6.30 SMTP User:

InventoryControl Printable Help ESC=Cancel As shown above, if you enter a Location or Supplier that's not currently in the PDT database, yo

Page 264 - 15.7 Archiving Transactions

InventoryControl Printable Help Looping on Serial Number: Fields can be looped, or pinned, by pressing the F3 key. An asterisk displays next to the l

Page 265 - 15.8 Editing Field Names

InventoryControl Printable Help another Add. PO, Supplier and Tracked By values, if any, for this second Add will be the same as those supplied at t

Page 266

InventoryControl Printable Help While looping on Item #, all that is required for each transaction here are values for Qty and Item #. The Count is i

Page 267

InventoryControl Printable Help Press the ENT key to submit the Add transaction and continue looping or Press the F4 key to exit the loop. When loo

Page 268 - 15.9 Using Custom Fields

InventoryControl Printable Help If your cost for this add is different from the cost on the item record, you can change the cost on the Add screen to

Page 269

InventoryControl Printable Help 19.14 WDT2200 - Details Screen The Details function is used to display Location and Quantity information for any Item

Page 270

InventoryControl Printable Help Details 100007 Monitor Location: ESC=Cancel F1=Prev F4=Next 3. The Location field is required for all Details tran

Page 271

InventoryControl Printable Help In the example shown above, Qty at Loc has a value of 500.00000, showing that 500 of the 626 Total Qty are at Location

Page 272 - 16.1.2 How to Import Data:

InventoryControl Printable Help In the example above, the Item # specified has the Tracked By Pallet option enabled. Having previously supplied the

Page 273

InventoryControl Printable Help 19.15 WDT2200 - Adjusting Inventory The Adjust function allows you to modify the quantity of existing items. Adjust

Page 274

InventoryControl Printable Help Adjusting Inventory: 1. From the Main Menu, press the 4 key. Adjust Item #: 123 Scan or key in value and press Ent

Page 275

InventoryControl Printable Help Press ESC to cancel transaction and return to the previous screen. If you press F4 to advance to the next data entry

Page 276

InventoryControl Printable Help Adjust 100007 Monitor Date Code: ESC=Cancel F1=Prev F4=Next Key in or scan values for each of the Tracked By field

Page 277

InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was pr

Page 278

InventoryControl Printable Help Adjust Item #: * Scan or key in value and press Ent. Press ESC for Menu Above, the asterisk (*) indicates th

Page 279

InventoryControl Printable Help How is Zero Cost Inventory Handled? If inventory is added or received at $0, that quantity is ignored for averag

Page 280

InventoryControl Printable Help An asterisk (*) indicates the intention to do more than one adjust for this Item #, for more than one Pallet. Values

Page 281

InventoryControl Printable Help 19.16 WDT2200 - Auditing Inventory Audit allows you to count the Quantity of one or more Items in your inventory wh

Page 282 - 16.3 Related Data Fields

InventoryControl Printable Help Audit Item #: 123 Scan or key in value and press Ent. Press ESC for Menu If the Item # you entered is not found in t

Page 283

InventoryControl Printable Help Site: Warehouse 2 New Location: Area 7 ENT=OK ESC=Cancel If you are prompted to confirm a new Location that you

Page 284 - 16.4 Import Specifics

InventoryControl Printable Help Press Esc to Exit the error message and then provide the required Tracked By value (a Date Code, in this example). 5

Page 285

InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was pr

Page 286 - 16.4.3 Item Import Format:

InventoryControl Printable Help Looping on Item Number: Fields can be looped, or pinned, by pressing the F3 key. In the following example, F3 was p

Page 287

InventoryControl Printable Help Looping on a Tracked By (other than Serial Number) Here, for example, F3 was pressed when prompted for Pallet whil

Page 288

InventoryControl Printable Help 19.17 WDT2200 - Moving Inventory The Move function allows you to move inventory quantity for an item from one Locatio

Page 289

InventoryControl Printable Help Scan or key in value and press Ent. Press ESC for Menu If the Item # entered is not found in the PDT's database

Page 290

InventoryControl Printable Help The average cost is not $309.60 ($46,750 / 151). Since there is no way to edit the cost of an add or receive after i

Page 291

InventoryControl Printable Help Note: If the Allow Negative Quantities on Mobile Devices Option is disabled on the Options screen, you will receive a

Page 292

InventoryControl Printable Help Key in the inventory Qty being Moved and press F4 or ENT to complete the Move transaction. The Qty value entered mu

Page 293 - 17.1 Auditing Your Inventory

InventoryControl Printable Help If Allow Negative Quantities on Mobile Devices is enabled, any Tracked By value is allowed. Press ESC to exit the er

Page 294 - 17.3 Beginning the Audit

InventoryControl Printable Help An asterisk (*) indicates the intention to do more than one Move for this Item #, to more than one Location. Values e

Page 295 - 17.4 Using the Audit Screen

InventoryControl Printable Help Above, having pressed F3 when prompted for Item # and then having entered the item number and values for Location, P

Page 296

InventoryControl Printable Help Above, having entered a value for Pallet and a value of 30 for Qty on the previous screen for the first Move, this sc

Page 297

InventoryControl Printable Help 19.18 WDT2200 - Removing Inventory The Remove function allows you to remove quantity from any item in the database.

Page 298 - 17.6 Reconciling the Counts

InventoryControl Printable Help and press Ent. Press ESC for Menu 2. Press the PDT's Enter key after supplying an Item # or press the PDT&ap

Page 299

InventoryControl Printable Help Press ESC to Exit the error message and then provide the required Location value. Note: If the Allow Negative Quanti

Page 300 - 17.8 Ending the Audit

InventoryControl Printable Help F1=Prev F4=Next Key in the inventory quantity being Removed and press ENT to complete the Remove transaction. The

Page 301 - Chapter 18 - Search Function

InventoryControl Printable Help 2.8 Using Custom Fields InventoryControl allows you to create custom fields on your Items, Sites, etc. This enables

Page 302

InventoryControl Printable Help Press Esc to Exit the error message and then provide a Tracked By value that matches inventory in stock at the specif

Page 303 - 18.2 Advanced Find

InventoryControl Printable Help An asterisk (*) indicates the intention to do more than one Remove for this Item #, to more than one Location. Values

Page 304 - (underscore)

InventoryControl Printable Help Above, having pressed F3 when prompted for Item # and then having entered the item number and values for Location, P

Page 305

InventoryControl Printable Help While looping on this Tracked By field, all that is required for each Remove are values for Qty and Pallet. The Tota

Page 306 - Chapter 19 – WDT2200

InventoryControl Printable Help 19.19 WDT2200 - Removing Kit Items This function applies to Pro and Enterprise Version users only. The Remove Kit fun

Page 307

InventoryControl Printable Help Press ESC for Menu 2. Press the PDT's Enter key after supplying an Item # or press the PDT's ESC key to

Page 308

InventoryControl Printable Help 5. Scan or key in a Location value (Note: If this is a non-inventory item, you will be taken directly to the Quanti

Page 309

InventoryControl Printable Help 6. If this Item does not have Tracked By enabled for the Date Code, Pallet or Lot fields, a screen like the one be

Page 310

InventoryControl Printable Help Note: You can press the F2 key to view the last Serial Number entered. If the Allow Negative Quantities on Mobile De

Page 311

InventoryControl Printable Help In the example below the F3 key was pressed when prompted for Location while doing a Remove for this Item: Add

Page 312

InventoryControl Printable Help Custom Dates will be displayed in the same format as found elsewhere in the product: "day of the week, month d

Page 313

InventoryControl Printable Help Above, the asterisk (*) indicates the intention to loop on Item #. Values entered for Location, PO, Supplier and an

Page 314

InventoryControl Printable Help 123 Qty: Pallet: * Total Qty: 30.00000 F4=Done Above, having entered a value for Pallet and a value of 30

Page 315

InventoryControl Printable Help 19.20 WDT2200 - Picking Inventory for Orders This function applies to Pro and Enterprise Version users only. When a

Page 316

InventoryControl Printable Help Press ESC for Menu 2. Enter the Pick Order number, then press the Ent key. Press ESC to return to the Main Menu.

Page 317

InventoryControl Printable Help Note: If this item has any track bys set (serial number, date code, pallet, etc.), you will required to enter those

Page 318

InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was

Page 319

InventoryControl Printable Help Looping on Item Number: Fields can be looped, or pinned, by pressing the F3 key. In the following example, F3 was pr

Page 320

InventoryControl Printable Help Looping on a Tracked By (other than Serial Number) Here, for example, F3 was pressed when prompted for Pallet whil

Page 321

InventoryControl Printable Help 19.21 WDT2200 - Picking Kit Items This function applies to Pro and Enterprise Version users only. When a pick order

Page 322 - 19.6 WDT2200 - Logging On

InventoryControl Printable Help 2. Enter the Pick Order number, then press the Ent key. Press ESC to return to the Main Menu. Pick Order #: 00001

Page 323

InventoryControl Printable Help 24 This field will also be seen in the Edit Customer screen. 2.9 System Administrator Information Knowledge Base A

Page 324

InventoryControl Printable Help continue, but the discrepancy will be caught when you sync that data back to the PC and you will have to correct the q

Page 325

InventoryControl Printable Help number entered. 10. Press F4 to complete the transaction. Note: If the Allow Negative Quantities on Mobile Device

Page 326

InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was p

Page 327

InventoryControl Printable Help Looping on Item Number: Fields can be looped, or pinned, by pressing the F3 key. In the following example, F3 was

Page 328 - 19.9 WDT2200 - Main Menu

InventoryControl Printable Help Looping on a Tracked By (other than Serial Number) Here, for example, F3 was pressed when prompted for Pallet whil

Page 329 - 19.10 WDT2200 - Interface

InventoryControl Printable Help 19.22 WDT2200 - Receiving Inventory This function applies to Pro and Enterprise Versions only. This screen allows yo

Page 330

InventoryControl Printable Help Receiving Inventory: 1. From the Main Menu, press the 9 key. The Receive screen appears: Receive PO: Scan or key

Page 331

InventoryControl Printable Help 5. The quantity ordered for this item on the PO will appear followed by the order unit quantity. The order unit qua

Page 332

InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was

Page 333

InventoryControl Printable Help Receive Item #: * Scan or key in value and press Ent. Press ESC for Menu Above, the asterisk (*) indicates t

Page 334

2.5 Identifying Tracking Needs...14 2.6

Page 335

InventoryControl Printable Help Chapter 3 - Business Examples 3.1 About Our Business Examples Throughout the help topics you will see links to busines

Page 336

InventoryControl Printable Help An asterisk (*) indicates the intention to do more than one Receive for this Item #, for more than one Pallet. Values

Page 337

InventoryControl Printable Help Chapter 20 - Windows Mobile Device 20.1 Windows Mobile Device Data Cycle - Batch Device (No Wireless Connection) PC

Page 338

InventoryControl Printable Help 20.3 Windows Mobile Device - Interface Once the database has been sent to the mobile device, it will be ready for

Page 339

InventoryControl Printable Help version of InventoryControl. For more information on sending the database to the mobile device, please refer to the

Page 340

InventoryControl Printable Help 20.4 Windows Mobile Device - Default Settings The Windows Mobile version of InventoryControl offers several time-savin

Page 341

InventoryControl Printable Help The Control Panel screen displays. 3. Scroll down to locate the Scanner Settings icon. Double-tap the Scanner Set

Page 342

InventoryControl Printable Help The To Kpd tab displays. 5. Select the Start Scan2Key When Exit check box. Make sure the check box has a check in

Page 343

InventoryControl Printable Help 20.7 Windows Mobile Device - Entering Alphanumeric Data You can enter letters and numbers in fields on the mobile dev

Page 344

InventoryControl Printable Help Scanning If you have information -- such as an Item Number, Site or Location -- in barcode format, and your mobile de

Page 345

InventoryControl Printable Help 20.8.2 Batch Windows Mobile Device - Setup the Mobile Device This is the first step in sending the InventoryControl

Page 346

InventoryControl Printable Help Fleet - Professional Version of InventoryControl Basic Needs:  Multiple Sites, Multiple Locations  One PC running

Page 347

InventoryControl Printable Help  If this is the first time you are setting up the device, you can skip this screen by clicking the Next button. T

Page 348

InventoryControl Printable Help 4. If you are using Windows CE 5, you can click OK on this message and disregard it. If you are using any other v

Page 349

InventoryControl Printable Help First, select Yes or No under the question "Do you plan to print from the mobile device?". If you select

Page 350

InventoryControl Printable Help This tab allows you to filter the information that will be sent to the mobile device, if desired. Filtering helps

Page 351

InventoryControl Printable Help Source: Specify <all> or one of the Sites listed in the drop down list. This determines which Sites will be show

Page 352

InventoryControl Printable Help Location: From: Specify <all> or use <More> from the drop list to find a specific Location at the Source

Page 353

InventoryControl Printable Help 9. After you have made your filter selections, click the Next button. The following message appears: 10. Click Yes

Page 354

InventoryControl Printable Help 12. After checking to make sure the device is connected to your PC, click Next. A status bar will appear as the data

Page 355

InventoryControl Printable Help 20.8.3 Batch Windows Mobile Device - Sending the Database from the PC As you add, change or remove data from the Inven

Page 356

InventoryControl Printable Help This tab allows you to filter the information that will be sent to the mobile device, if desired. Filtering helps

Page 357

InventoryControl Printable Help 3.3 Setting Up Security Privileges Business Example Note: For step by step instructions on adding users, please refer

Page 358

InventoryControl Printable Help Source: Specify <all> or one of the Sites listed in the drop down list. This determines which Sites will be show

Page 359

InventoryControl Printable Help Location: From: Specify <all> or use <More> from the drop list to find a specific Location at the Source

Page 360

InventoryControl Printable Help 5. Click Yes to create the database. The wizard displays a confirmation message that the database has been successf

Page 361

InventoryControl Printable Help 7. After checking to make sure the device is connected to your PC, click Next. A status bar will appear as the data

Page 362

InventoryControl Printable Help 20.8.4 Batch Windows Mobile Device - Retrieving Data from the Device The Send Data to PC function enables you to send

Page 363

InventoryControl Printable Help Make sure the device is attached to the PC, then click Next. 3. The data uploaded from the Windows Mobile Device

Page 364

InventoryControl Printable Help The Pending Uploads screen will display to allow you to process the uploaded data in the XML file. See the Windows Mo

Page 365

InventoryControl Printable Help 2. Use the Upload Selection screen to select one of the sets of data that has been downloadfrom a mobile device.

Page 366

InventoryControl Printable Help The New Records toolbar has the following functions:  Select all transactions in the list for Acceptance.  De-S

Page 367

InventoryControl Printable Help  Select all transactions in the list for Acceptance.  De-Select transactio ns in the list. Display Error (

Page 368

InventoryControl Printable Help Step 2 - After adding sites and locations continue adding users: When she has completed entering her sites and locati

Page 369

InventoryControl Printable Help 20.8.6 Batch Mobile Devices Pending Uploads - Edit Transactions This function does not apply to WaspNest Inventory. T

Page 370

InventoryControl Printable Help 2. Make changes to the enabled fields as necessary. 3. Click OK to save the changes or Cancel to return to the Pen

Page 371

InventoryControl Printable Help Change the Quantity or Location, then click the Replace button (or Remove, in the case of a Remove transaction). 3

Page 372

InventoryControl Printable Help 20.9 Wireless Devices 20.9.1 Windows Mobile Device Wireless Setup InventoryControl RF allows you to setup a wireless

Page 373

InventoryControl Printable Help If you see this screen, click OK and check your mobile device. If additional steps are needed, vice's screen.

Page 374

InventoryControl Printable Help Note: If InventoryControl RF cannot detect the device, the screen will appear as shown below: Click Search for De

Page 375

InventoryControl Printable Help First, select Yes or No under the question "Do you plan to print from the mobile device?". If you select

Page 376

InventoryControl Printable Help 2. On the Services screen scroll to Wasp Inventory Windows Service. Right-clic on sp ventory Windows Service and

Page 377

InventoryControl Printable Help 4. Select the "This account" checkbox and then the Browse button. Enter the printer name in the box p

Page 378

InventoryControl Printable Help 6. Click OK. 7. On the Log On tab, enter the password and confirmed password, then click Apply. 8. Click the App

Page 379

InventoryControl Printable Help Keep in mind that you should set up each worker with his or her own user name and password. You can use the Copy Us

Page 380

InventoryControl Printable Help 11. Click OK again to close out of the screen. 12. On the Services screen, right- click Wasp Inventory Windows Servi

Page 381

InventoryControl Printable Help 20.10 Tips for Setting Up and Using Windows Mobile Devices This section describes errors that may occur when setti

Page 382

InventoryControl Printable Help uetooth Module Power ON > OK. h > Bluetooth Printer. white icon that displays at the bottom, left of the mo

Page 383

InventoryControl Printable Help 9. Double click the Bluetooth printer. From the resulting drop down menu, select Serial Port. The COM port selecte

Page 384

InventoryControl Printable Help 6. On the Main tab, select your network from the Active Profile list. 7. Click OK. The RF is now enabled. Progra

Page 385

InventoryControl Printable Help Click that icon and make sure "Enable wifi card"is selected. 4. Navigate to Start > Settings >

Page 386

InventoryControl Printable Help 5. At the bottom of the Wireless Manager screen click Menu > Wifi . 6. On the WiFi screen, click Connect. 7

Page 387

InventoryControl Printable Help 2. On the Wireless Manager screen, make sure Bluetooth is listed as turned ON. 432

Page 388

InventoryControl Printable Help 3. At bottom of the Wireless Manager screen, click Menu, then Bluetooth Settings. 4. On the Settings screen, cl

Page 389

InventoryControl Printable Help 6. Click on your printer in the resulting list, then click Next. 7. Enter your Network Password in the Passc

Page 390

InventoryControl Printable Help 3.4 Setting Up Sites and Locations Business Examples Note: For step-by-step instructions on adding sites, please refe

Page 391

InventoryControl Printable Help Err r M bile device locks up If your WPA1000 locks up (no keys work, etc.), perform the following steps: 1. Take t

Page 392

InventoryControl Printable Help 20.11 Using InventoryControl and InventoryControl RF ice - About Screen The About screen displays basic information a

Page 393

InventoryControl Printable Help setting the Source and Destination Sites, please refer to the Selecting Sites to pic. ailable on a wireless connection

Page 394

InventoryControl Printable Help the Destination Site. The Dest Site field is used as the default for Move (to). , you will see that the appropriate f

Page 395

InventoryControl Printable Help You can add new Customers in Inv ows Mobile Device only in the Remove screen. other fields is completed correctly and

Page 396

InventoryControl Printable Help Customer were successful. To check, tap the Search icon 4. Click Yes. The fields are now reset in the Remove screen.

Page 397

InventoryControl Printable Help 3. Click OK. The following message displays. 4. Click Yes. The fields are now reset in the Add screen. If no

Page 398

InventoryControl Printable Help w Suppliers You can add new Suppliers in InventoryControl on the Windows Mobile Device. New Suppliers can only be add

Page 399

InventoryControl Printable Help 4. Click Yes. The Item and the new Supplier are added, and thescreen. fields are now reset in the Add To verify the

Page 400

InventoryControl Printable Help 2. Enter the number of the item to which you want to add inventory in the Item # field. In the example above, o

Page 401 - Connection)

InventoryControl Printable Help storage area to a truck, they can quickly change the settings on the Site Configuration screen and make the From site

Page 402

InventoryControl Printable Help 4. Enter the Quantity of the Item to be added. Note: If the Item Number you are a d by serial number, the quantity

Page 403

InventoryControl Printable Help The Details screen is used to display Location and Quantity information for any Item in the mobile database for the S

Page 404

InventoryControl Printable Help If you waTnt to view all Inventory or all Transaction in the database, click the Inventory or ransactions button witho

Page 405

InventoryControl Printable Help ventory th e on-hand, but does not remove the inventory from your database (since it is assumed the inventory will be

Page 406

InventoryControl Printable Help Due Date drop down menu: 7. If you are printing receipts, enter the number of receipts you want to print. 8. Cl

Page 407

InventoryControl Printable Help the Window Mobile Device for details) or use the Search function. a customer. . You cannot check in more than you

Page 408 - Batch Devices

InventoryControl Printable Help Note: You can enter characters manually, scan in data (see Entering Alphanumeric Data on the Window Mobile Device fo

Page 409

InventoryControl Printable Help ed, all tracking fields - PO, pplier, Lot, Date Code, Serial # and Pallet - will no longer display. and Pallet will

Page 410

InventoryControl Printable Help 6. When all required information is entered, tap OK. The Item is moved and the Move screen resets, ready for the n

Page 411

InventoryControl Printable Help New Locations can only be created during Remove when the Allow Negative Quantities on Mobile Devices option is enable

Page 412

InventoryControl Printable Help 3.5 Setting Up Suppliers Business Examples Note: For step by step instructions on creating suppliers, please refer t

Page 413

InventoryControl Printable Help 2. Enter the Item Number to be removed in the Item field. Note that once the Item Number is selected, the Remove

Page 414

InventoryControl Printable Help 4. Optionally enter a Customer. 5. Enter the Quantity of the Item to be removed. 6. When all required inf

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InventoryControl Printable Help 457

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InventoryControl Printable Help 20.11.13 Windows Mobile Device - Removing a Kit Item terprise Version users only. The Remove Kit function allows yo

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InventoryControl Printable Help use the Search function. 2. Enter the Item number you want to remove in the Item # field, or tap the i icon to acce

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InventoryControl Printable Help 5. Enter the Item # of the component item, or tap the i icon to view the Kit Info screen. Onlyitems contained in

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InventoryControl Printable Help remove. If there are 5 items in the kit and you have indicated you want to remove 12, 60 will display here (5 x 12 =

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InventoryControl Printable Help Alphanumeric Data on the Windows Mobile Device for details) or use the Search function. 2. Enter or search for the

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InventoryControl Printable Help Costing Information During Receive option is enabled on the PC Options screen. For more information on this option, p

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InventoryControl Printable Help it measure here. For instance, if you are receive 1 box of 10, enter 1 rather than 10. down to 10 for you. 5. Ent

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InventoryControl Printable Help 3.6 Entering Items Business Examples Note: For step by step instructions on adding items, please refer to the topic C

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InventoryControl Printable Help 20.11.15 Windows Mobile Device - Picking Items for Orders The Pick inventory function is used to remove quantity from

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InventoryControl Printable Help 2. Enter or search for the Order # that contains the item you are picking. nter the number of the item you are

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InventoryControl Printable Help 5. Enter the Quantity of the Item to be picked. If you enter a higher quantity than is indicated oPick Order, a

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InventoryControl Printable Help ntoryControl main menu. See the Windows Mobile Device Troubleshooting7. When you are finished with the Add screen, t

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InventoryControl Printable Help Alphanumeric Data on the Windows Mobile Device for details) or use the Search function. 2. Enter or search for the

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InventoryControl Printable Help 4. Enter the Quantity you want to pick. This is the number of kits you want to pick. the i icon to search.

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InventoryControl Printable Help The Kit Info screen displays all component items The Item # is the item number of the comp for this Kit item. onen

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InventoryControl Printable Help 7. Enter the Quantity of the Item to be picked. If you enter a higher quantity than is indicated on the Pick Orde

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InventoryControl Printable Help display. 9. When you are finished with the Add screen, tap Close to return to InventoryControl main menu. See the

Page 433 - 20.9 Wireless Devices

InventoryControl Printable Help 2. Enter the Item Number in the Item # field. In the example below, quantity for item 1001 at Site 1, Location 3,

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InventoryControl Printable Help Chapter 4 - PC Operation Basics 4.1 User Log On The Log On screen appears when InventoryControl is first started and

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InventoryControl Printable Help 4. Enter the Transaction Code in the Trans Code field. You can type any code directly into this code your company ha

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InventoryControl Printable Help 6. The Reason field is only used when the adjustment is By Difference. You do not need to use this field if you cho

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InventoryControl Printable Help The first three codes in the screen are used when quantities are being added. The second threcodes are used when qua

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InventoryControl Printable Help Inventory can also be audited at the PC.  Switching to Audit Mode on the Windows Mobile Device  Returning to Norm

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InventoryControl Printable Help Enter an Item Number, Site and Location. Note that once the Item Number is selected, the Audit screen displays only

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InventoryControl Printable Help  Enter the Quantity. Tap OK. The Audit Item is entered and the screen resets, ready for the next Item. Note that wh

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InventoryControl Printable Help 4. Close the mobile version of InventoryControl, then restart the application. The mobile version of MobileInventory

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InventoryControl Printable Help obile Device - Searching for Information You can use the Search function to enter data in many of the Inventory Contr

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InventoryControl Printable Help The title of the screen is specific to the fiicon next to the Item field, the Search Itemsthe Site field, the Search

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InventoryControl Printable Help 3. Select the Item you want, then tap OK. The Search screen closes and the item you selected displays in the approp

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4.8 Checking for Software Updates...49 4.8.1 Di

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InventoryControl Printable Help After log on, the password can be changed via File > Change Password. The Admin account, or any other account with

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InventoryControl Printable Help 20.12 Windows Mobile Device Troubleshooting This topic covers error messages and issues that may arise while using the

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InventoryControl Printable Help This message displays if you leave the Customer field empty when it is a required field. You must enter a Customer in

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InventoryControl Printable Help Locations Messages "Location is not valid." This message displays if you do not enter a Location in the Loca

Page 450 - 20.10.4 Other Devices

InventoryControl Printable Help This message displays if:  The Item Number you entered is tracked by Pallet and you have not entered a Pallet in ll

Page 451 - 20.11.1 Windows Mobile Dev

InventoryControl Printable Help Search Messages "Please select one record from the list and click OK button to return to previous form." p O

Page 452 - 20.11.2 Windows Mobile

InventoryControl Printable Help umber " the Serial # field.  A Serial Number that does not exist has been entered in the Serial # field. Item

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InventoryControl Printable Help 491 database in the Supplier field. For more information on adding suppliers on the mobile Supplier "Supplier d

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InventoryControl Printable Help Chapter 21 - Glossary s term refers to adjusting the quantity of inventory at a specified location. Adjust is like

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InventoryControl Printable Help Disassemble - (Pro and Enterprise versions only.) The process of Disassembling Assembly Items will reduce your invento

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InventoryControl Printable Help Site - The Site is a broad term c s assigned to the locations within the site. For example, yo ntaining a Locations

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InventoryControl Printable Help 4.2 About the About Screen The About Screen allows you to view and manage licenses and provides program version detai

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InventoryControl Printable Help Index A About Screen ...36 Assembly Items - Disassembling...

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InventoryControl Printable Help ssword...42 hecking for Software Updates ...49 ...152 Connection

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InventoryControl Printable Help E Edit Field Names...238 ons Scre85 Editing SF Related Data fields ...

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InventoryControl Printable Help entory - Auditing on the WDT2200...336 ...4

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InventoryControl Printable Help Lists - Site List Example...125 Max Row Count...

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InventoryControl Printable Help Packing Slip for Session ...238 Password - Changing...

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InventoryControl Printable Help Searching for Information...286 Security - Adding Users ...2

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InventoryControl Printable Help dates - Software - Checking For...49 Connection...426 Wi

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InventoryControl Printable Help 503 Connection ...426 Wmd - Interface...

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InventoryControl Printable Help 3. Click OK to return to the About screen. 4. Click OK to close the About screen. 37

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InventoryControl Printable Help 4.3 Main Screen The Main screen is divided into four sections: Section A: Toolbar Section B: Left-Hand Navigation Sec

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InventoryControl Printable Help 4.3.1 Section A: Toolbar The toolbar provides access to the following functions: File Menu:  Change Password - Allo

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InventoryControl Printable Help  Find - Displays a menu of data options from which to search (Customer, Locations, etc.) Select which type of data

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InventoryControl Printable Help Administration Menu Inventory Menu Note: Check-In, Check-Out, Assemble and Disassemble do not apply to WaspNest Inv

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InventoryControl Printable Help 4.4 Changing Your Password This feature allows the user currently logged in to change his or her password. Note for

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InventoryControl Printable Help 4.5 Update License Screen The Update License screen allows you to enter a regular License Key to upgrade from the Dem

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InventoryControl Printable Help 3. Enter a new Serial Number to add additional features such as additional mobile device licenses. 4. Click OK

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6.4 Editing Sites...

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InventoryControl Printable Help 4.6 Selecting Sites InventoryControl allows you to work with more than one Site and multiple Locations within each Si

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InventoryControl Printable Help By default, all locations are allowed in all functions. This is designated by choosing <all> in both the Sourc

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InventoryControl Printable Help Example 3: If you want to limit the available locations for adding, removing, checking in/out, adjust and auditing in

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InventoryControl Printable Help 4.7 Logging Out Logging Out allows the current user to log out of the system so another user can log in, if needed. 1

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InventoryControl Printable Help 4.8 Checking for Software Updates By default, the software will check for updates to the application and notify you i

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InventoryControl Printable Help 2. Highlight the Check for Software Updates option and deselect the Yes checkbox. 3. Click OK to save your chan

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InventoryControl Printable Help 4.9 Item Stock Level List Screen The software can automatically notify you of under-stocked items, broken down by loc

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InventoryControl Printable Help 4.10 Alerts InventoryControl contains built alerts that you can display to tell you when action needs to be taken on

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InventoryControl Printable Help 53

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InventoryControl Printable Help 54 4.11 Adding Notes Several screens in the software provide the option to add notes to the record. Clicking on the

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8.1.4 Context-Sensitive Menus:...121 8.2 Item L

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InventoryControl Printable Help Chapter 5 - Creating New Data 5.1 Creating a New Site Note: You can only have one site in WaspNest Inventory. The C

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InventoryControl Printable Help 3. For information about the Custom Texts and Custom Numbers and Dates tabs, see Using Custom Fields. 4. When you

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InventoryControl Printable Help 5.2 Creating New Customers The Create New Customer screen allows you to add a new customer to your database. When yo

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InventoryControl Printable Help Pick Orders (Pro and Enterprise versions only). If you have the Automatic Customer Numbers option selected on the Op

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InventoryControl Printable Help The Additional Information tab provides optional fields where you can record the customer's Phone, Extension,

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InventoryControl Printable Help 5.3 Creating New Inventory and Non-Inventory Items The Create New Item screen allows you to add a new Item to your d

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InventoryControl Printable Help 5.3.1 Accessing the Create New Item Screen: 1. From the Main screen, select New > Item >Inventory or Non-Inven

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InventoryControl Printable Help 5.3.2 General Information Tab: The General Information tab is where you will enter the basic information about the

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InventoryControl Printable Help Item to be Tracked By The Item To Be Tracked By section contains check boxes which determine whether the Serial Numbe

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InventoryControl Printable Help Automatic Serial Numbers (Does not apply to WaspNest) You can choose to have the program automatically create and ass

Page 497 - 20.11.19 Windows M

10.2.2 Kit Information Tab: ...166 10.2.

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InventoryControl Printable Help you will need to decide which stocking unit to use. For example, if you have Rope as an item and it costs you $0.12

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InventoryControl Printable Help does include zero cost quantities when calculating Total Cost. List Price This field specifies a manufacturer's

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InventoryControl Printable Help Complete the fields on this screen as described below:  Primary Location - Select this checkbox if this will be

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InventoryControl Printable Help any inventory items that have hit their reorder quantity. For further information on setting this option, please ref

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InventoryControl Printable Help Complete the fields on this tab as described below:  Stocking Unit is the portion by which the quantity will be t

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InventoryControl Printable Help  Width is the width of one Unit of Measure expressed in Dimension Units.  Height is the height of one Unit of Me

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InventoryControl Printable Help Adding Suppliers to an Item: To use this tab you must first select suppliers for this item in the Supplier screen.

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InventoryControl Printable Help orders you can then select which one you want to use. j. When you are done entering supplier information, click the

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InventoryControl Printable Help 5.6 Automatic Serial Numbers You can choose to have the program automatically create and assign serial numbers each

Page 507 - Chapter 21 - Glossary

InventoryControl Printable Help 5.7 Creating New Locations The Create New Location screen allows you to add a new Location to an existing Site or a n

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12.10.1 Adding Shipping Methods:...206 12.10.2 Delet

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InventoryControl Printable Help You can type in the name of a new site in the Site field. A message will appear asking if you want to add it to you

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InventoryControl Printable Help 5.8 Creating New Manufacturers The Create New Manufacturer screen allows you to add a new Manufacturer to your databa

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InventoryControl Printable Help manufacturer name is entered. 2. Enter information on this screen as needed. The Name and Address Type fields are

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InventoryControl Printable Help The Additional tab provides optional fields where you can record the manufacturer's Phone, Extension, Fax, Cel

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InventoryControl Printable Help 79

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InventoryControl Printable Help 5.8 Creating New Suppliers The Create New Supplier screen allows you to add a new supplier to your database. A supp

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InventoryControl Printable Help 2. Enter information on this screen as needed. The Supplier Code and Address Type fields are required, all othe

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InventoryControl Printable Help Click Yes to add this address type to your database. c. Enter the remainder of the address information. You can t

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InventoryControl Printable Help manufacturer's Phone, Extension, Fax, Cell No., Home No. and Email. In addition, you can create notes on this m

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InventoryControl Printable Help 5.11 Creating a Kit Item Chapter 6 - Editing Data 6.1 Editing Items The Edit Items screen allows you to modify an exi

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