Barcode for SME

Login

In order to use the device a user must login. These credentials will be used to access the SME database, and for settings in various other functions. A “live” connection does not need to be present in order to login. However the device requires login to operate.

Upon each use of the SME Barcode, the device will require the user to login. It will attempt to check the credentials through SME and return whether they were valid. If they are not valid, OR a disconnected state is desired, select OK. Otherwise Select Retry to re-enter user credentials.

Initial Setup

There are two main portions to setup the device, both will be automatically presented upon initial use, and can be accessed later through the menu. First is obtaining the web service url for use on the device. The other is choosing the default location of the device. [Print Setup will be covered in a different section]

Obtaining the Web Service URL

The Web service Setup screen will be the first screen presented upon initial use. This requires a “Live” connection, but can be bypassed by pressing the Menu button and selecting Home. This will bypass login and run in a disconnected state.

Enter the correct information and press Login. The URL will be obtained and stored within the device. Should the URL need to be changed for any reason, press the Menu button from the Login Screen and select Setup.

Choosing a Location for the device

The device location will be the second screen that appears upon initial use. This requires a Live Connection; if a live connection doesn’t exist this function is not available. However once it has been set it will remain in the device.

Receiving Purchase Order Items

PO Receive is a “Live Only” feature, meaning there must be any active internet connection, allowing the device to update the SME database in “real-time”. PO Receive will allow the user to navigate through a listing of Open Purchase Orders selecting the desired PO by keypad or by scanning a barcode associated with the PO Number.

Selecting a Purchase Order

From the main menu, scroll using the direction pad until PO Receive is highlighted. Select using either ENT or the OK Button.

A purchase order can be selected by one of the following ways:
* Scroll to the Order desired; press ENT or the right menu button.
* Type in the Order Number in the box; press ENT or the right menu button.
* Scanning a barcode relating to the Order Number

Receiving Items on a Purchase Order

Listed next are all the material items for the Order. Once an item is selected or scanned (same as above) a screen will appear based on whether the item is serialized or non-serialized

For serialized items:
* This screen will allow serial numbers to be entered by keypad or scanning the S/N barcode.
* Multiple S/N can be scanned per item until need is met, the user presses the save button or scans another Order Item Barcode.
* If an incorrect barcode is scanned into the S/N screen press the edit button and choose delete.

For non-serialized items:
* This screen will allow the user to enter the total quantity to be received or scan barcodes until all items have been entered.

Once all items have been received the order will be closed unless it contains un-received service or package items. If so a message will display indicating this to be true and a count of each.

Adding New Manufacture/Vendor Part Numbers

Should a vendor change the barcode for an item, the device will allow adding a new barcode associated with the item.

When you scan an item if the device does not recognize the item, it will prompt whether you would like to add the barcode to an item on the order. Pressing yes will bring up a list of items on the order. Simply choose the correct item and press ENT. The new association will be added to SME and receiving can continue as before.

Reserving Items for a Customer Order

Reserve Items is a “Live Only” feature, meaning there must be any active internet connection, allowing the device to update the SME database in “real-time”. Reserve Items will allow the user to navigate through a listing of Open Customer Orders selecting the desired Customer Order by keypad or by scanning a barcode associated with the Order Number.

Selecting a Customer Order

From the main menu scroll up or down using the direction pad until Reserve Items is highlighted selecting it using either the ENT key or the Ok button. Listed in ascending order are all the open Customer orders.

A Customer order can be selected by one of the following ways:
* Scroll to the Order desired; press ENT or the right menu button.
* Type in the Order Number in the box; press ENT or the right menu button.
* Scanning a barcode relating to the Order Number

Listed next is all the material items for the Order Once an item is selected or scanned (same as above) a screen will appear based on whether the item is serialized or non-serialized

For serialized items:
* This screen will allow serial numbers to be entered by keypad or scanning the S/N barcode.
* Multiple S/N can be scanned per item until need is met, the user presses the save button or scans another Item Barcode.
* If the item is reserved for another order a window will appear indicating this item cannot be used and another must be chosen.

For non-serialized items:
* This screen will allow the user to enter the total quantity to be reserved or scan barcodes until the total needed or available has been reached

Auditing Customer Equipment

Audit Customer Equipment is a function that will work regardless of connection status. However various features will be unavailable when there isn’t a “Live” connection. Audit Customer Equipment will allow equipment to be scanned and either a count (non-serialized) or serial number to be assigned.

An Audit file is automatically stored under \Applications\SME Barcode\Equipment and can be retrieved by plugging the device into a Windows PC and navigating the folders on the device.

1. From the main menu scroll up or down using the direction pad until Audit Equipment is highlighted. Select it using either the ENT key or the OK Button.
2. A screen well appear with the default filename use to store the Audit information. Default file is: TechID_Date_’incremental counter’ e.g. 6443_05_01_2011_003
3. Pressing Begin will advance you to the next screen allowing Audit to begin.
4. Pressing the ENT key will display a Save AS… screen allowing a custom file name to be created.
5. The Audit screen appears to begin scanning barcodes
6. Once a barcode has been scanned a new screen will appear allowing a quantity to be entered or a serial number to be assigned.

Non-Serialized:
* Enter a quantity using the keypad.
* Continue scanning equipment with the same barcode or the same barcode until the desired count is met.
* Press Save button to add this information to the audit.
NOTE: DO NOT SCAN A DIFFERENT BARCODE- this will enter that barcode as the associated S/N for that item.

Serialized:
* Scan a S/N
* This will return the application back to the Main Audit screen.
* Should an incorrect item and/or S/N be scanned, the item can be deleted by pressing the ENT key and then OK to confirm.

Change a location, shelf, or bin

1. From the main Audit screen press the Menu button and navigate to ‘Options’. Press the ENT key to select.
2. A screen will appear and allow a Location, Shelf, and Bin to be assigned to the items scanned. Not all fields must have a value.
3. If there is a live connection press Find and select a value from the pop-up menu. Otherwise enter the values using the keypad.

NOTE: Only items entered after the change will contain these changes, allowing multiple location, Bin, and Shelf information to be assigned per audit.

Sending, Printing, Saving

Send to SME and Print are “Live Connection” only functions. They will not work if there is not a live connection. However the audit file will be saved regardless of the connection status.
Save
Save is an Automatic function that happens whether you select Back or Menu-Close.Menu-Save can also be selected which will save the audit and remain on this screen.

Print
Print will print the audit to any printer connected to the network the web service is on. To print press the Menu button, navigate to Print and press the ENT key
* This function requires setup. Please see the Setting up a Printer section.

Send
Send will insert the audit information into SME for later processing. To send the audit to SME, press the Menu button, navigate to Send, and press the ENT key.

Inventory Material Stock

Inventory Stock is a function that will work regardless of connection status. However various features will be unavailable when there isn’t a “Live” connection. Inventory Stock will allow material items to be scanned and either a count (non-serialized) or serial number to be assigned.
An inventory file is automatically stored under \Applications\SME Barcode\Inventory and can be retrieved by plugging the device into a Windows PC and navigating the folders on the device.

1. From the main menu scroll up or down using the direction pad until Inventory Stock is highlighted. Select it using either the ENT key or the OK Button.
2. A screen well appear with the default filename use to store the Inventory information. Default file is: TechID_Date_’incremental counter’ e.g. 6443_05_01_2011_003
3. Pressing Begin will advance you to the next screen allowing Inventory to begin.
4. Pressing the ENT key will display a Save AS… screen allowing a custom file name to be created.

The Inventory screen appears to begin scanning barcodes. Once a barcode has been scanned a new screen will appear allowing a quantity to be entered or a serial number to be assigned.

Non-Serialized:
*Enter a quantity using the keypad.
*Continue scanning items with the same barcode or the same barcode until the desired count is met.
*Press Save button to add this information to the Inventory.
NOTE: DO NOT SCAN A DIFFERENT BARCODE- this will enter that barcode as the associated S/N for that item.

Serialized:
*Scan a S/N
*This will return the application back to the Main Inventory screen.
*Should an incorrect item and/or S/N be scanned, the item can be deleted by pressing the ENT key and then OK to confirm.

Changing the Location, Shelf, or Bin

*From the main Inventory screen press the Menu button and navigate to Options. Press the ENT key to select.
*A screen will appear and allow a Location, Shelf, and Bin to be assigned to the items scanned. Not all fields must have a value.
*If there is a live connection press Find and select a value from the pop-up menu. Otherwise enter the values using the keypad.
NOTE: Only items entered after the change will contain these changes, allowing multiple location, Bin, and Shelf information to be assigned per Inventory.

Sending, Printing, Saving

Send to SME, and Print, are “Live Connection” only functions. They will not work if there is not a live connection. However the Inventory file will be saved regardless of the connection status.

Save
Save is an Automatic function that happens whether you select Back or Menu-Close. Menu-Save can also be selected which will save the Inventory and remain on this screen.

Print
Print will print the Inventory to any printer connected to the network the web service is on. To print press the Menu button, navigate to Print and press the ENT key

Enter
* This function requires setup. Please see the Setting up a Printer section.

Send
Send will insert the Inventory information into SME for later processing. To send the audit to SME, press the Menu button, navigate to Send, and press the ENT key.

Print Setup

Print is a function that will allow the user to print certain things from the Hand-held terminal. However setup must be performed prior to use from a Windows PC with the device connected and active Sync installed.

In order to setup print, several pre-conditions must be met first:
*A printer must be connected to the same network as the web service
*The web service server must have the printer installed (Drivers etc)
*The user of the device must have an account on the server with which to print from,
*A “print” account should be set-up on the server granting restricted print access. (Recommended)

Once the pre-conditions have been met, Follow the following steps as directed.
1. Connect the device to a Windows PC with Active sync installed
2. Open the device through Windows Explorer and navigate to ‘\Applications\SME Barcode’
3. Copy the file Settings.XML to your desktop
4. Right-Click the file on your desktop and select Edit
5. Edit the following lines:

  <add key="PrinterPath" value=""/>
  <add key="Domain" value=""/>

The form should look something like this:

  <add key="PrinterPath" value="\\BUFFETT\HP Photosmart D5100 series"/>
  <add key="Domain" value="HIGH5SOFTWARE"/>

6. Save the file
7. Move the File back to the device ‘\Applications\SME Barcode’ selecting Move Replace.