Editing Barcode for SME
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== Login == | == 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. | 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. | ||
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− | < | + | <br>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. |
− | 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 | ||
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== Initial Setup == | == Initial Setup == | ||
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<h3>Obtaining the Web Service URL</h3> | <h3>Obtaining the Web Service URL</h3> | ||
− | + | 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. | |
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− | + | <br>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'''. | |
<h3>Choosing a Location for the device</h3> | <h3>Choosing a Location for the device</h3> | ||
− | + | 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. | |
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== Receiving Purchase Order Items == | == Receiving Purchase Order Items == | ||
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<h3>Selecting a Purchase Order</h3> | <h3>Selecting a Purchase Order</h3> | ||
− | From the main menu, scroll using the direction pad until PO Receive is highlighted. Select using either ENT or the OK Button. | + | From the main menu, scroll using the direction pad until PO Receive is highlighted. Select using either ENT or the OK Button. Listed in ascending order are all the open purchase orders. |
A purchase order can be selected by one of the following ways: | A purchase order can be selected by one of the following ways: | ||
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<br>* Type in the Order Number in the box; press ENT or the right menu button. | <br>* Type in the Order Number in the box; press ENT or the right menu button. | ||
<br>* Scanning a barcode relating to the Order Number | <br>* Scanning a barcode relating to the Order Number | ||
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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 | 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 | ||
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<br>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. | <br>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. | ||
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== Reserving Items for a Customer Order == | == Reserving Items for a Customer Order == | ||
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<br>* Scanning a barcode relating to the Order Number | <br>* Scanning a barcode relating to the Order Number | ||
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Listed next is all the material items for the Order | 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 | Once an item is selected or scanned (same as above) a screen will appear based on whether the item is serialized or non-serialized | ||
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<br>'''For non-serialized items:''' | <br>'''For non-serialized items:''' | ||
<br>* 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 | <br>* 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 | ||
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== Auditing Customer Equipment == | == Auditing Customer Equipment == | ||
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<br>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. | <br>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. | ||
− | + | # 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. | |
− | + | # 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 | |
− | + | # Pressing Begin will advance you to the next screen allowing Audit to begin. | |
− | + | # Pressing the ENT key will display a Save AS… screen allowing a custom file name to be created. | |
− | + | # The Audit 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. | |
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<br>'''Non-Serialized:''' | <br>'''Non-Serialized:''' | ||
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<br>* This will return the application back to the Main Audit screen. | <br>* This will return the application back to the Main Audit screen. | ||
<br>* 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. | <br>* 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. | ||
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+ | <h3>Change a location, shelf, or bin</h3> | ||
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+ | # From the main Audit 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. | ||
+ | <br>'''NOTE''': Only items entered after the change will contain these changes, allowing multiple location, Bin, and Shelf information to be assigned per audit. | ||
<h3>Sending, Printing, Saving</h3> | <h3>Sending, Printing, Saving</h3> | ||
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== Inventory Material Stock == | == 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. | 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. | ||
− | + | <br>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. | |
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#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. | #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. | ||
#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 | #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 | ||
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#Pressing the ENT key will display a Save AS… screen allowing a custom file name to be created. | #Pressing the ENT key will display a Save AS… screen allowing a custom file name to be created. | ||
− | <br>The Inventory screen appears to begin scanning barcodes | + | <br>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. |
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<br>'''Non-Serialized:''' | <br>'''Non-Serialized:''' | ||
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<br>*Scan a S/N | <br>*Scan a S/N | ||
<br>*This will return the application back to the Main Inventory screen. | <br>*This will return the application back to the Main Inventory screen. | ||
− | <br> | + | <br>*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. |
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+ | <h3>Changing the Location, Shelf, or Bin</h3> | ||
+ | <br>*From the main Inventory screen press the '''Menu''' button and navigate to '''Options'''. Press the '''ENT''' key to select. | ||
+ | <br>*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. | ||
+ | <br>*If there is a live connection press Find and select a value from the pop-up menu. Otherwise enter the values using the keypad. | ||
+ | <br>'''NOTE:''' Only items entered after the change will contain these changes, allowing multiple location, Bin, and Shelf information to be assigned per Inventory. | ||
<h3>Sending, Printing, Saving</h3> | <h3>Sending, Printing, Saving</h3> | ||
− | Send to SME, and Print, are “Live Connection” only functions. They will not work if there is not a live connection. However the | + | 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. |
<br>'''Save''' | <br>'''Save''' | ||
− | <br> Save is an Automatic function that happens whether you select Menu- | + | <br>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. |
<br>'''Print''' | <br>'''Print''' | ||
− | <br> Print will print the | + | <br>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 |
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+ | <br>'''Enter''' | ||
<br>* This function requires setup. Please see the Setting up a Printer section. | <br>* This function requires setup. Please see the Setting up a Printer section. | ||
<br>'''Send''' | <br>'''Send''' | ||
− | <br> Send will insert the | + | <br>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. |
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== Print Setup == | == Print Setup == |