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Notice:  Barcode for SME is changing to a browser based application along with a usb or bluetooth barcode device called "Warehouse Manager for SME".
 
The old Barcode for SME using the MT2000 is being discontinued as of October 2013. Note that there are many different types of barcode styles. If your barcode scanner isn't working, ensure it is set to be able to read barcode type of "Code 39" (also known as Alpha39, Code 3 of 9, Code 3/9, Type 39, USS Code 39, or USD-3).
 
 
==Warehouse Manager for SME ==
 
The Warehouse Manager for SME utilizes a browser device along with any usb or bluetooth barcode.
 
Website for this product is located at http://m.high5software.com/barcode.html
 
You will need to establish an account and login through SME Master at http://m.high5software.com/SMEMaster, then select applications
 
Warehouse Manager for SME is compatible with SME7.2 or SME8 although we recommend SME8 for best performance.
 
===Barcode Device for Warehouse Manager for SME===
 
Warehouse Manager for SME will technically work with any usb or bluetooth connected barcode.  However, it's not possible for High 5 Software to test every device so we recommend you select a barcode that is compatible with your browser device (smartphone, tablet, laptop, or PC).
 
High5 has tested with the following devices:
 
* Socket mobile: http://ww1.socketmobile.com/products/bluetooth-scanners/how-to-buy/details.aspx?sku=CX2864-1336
 
* Motorola: http://www.motorolasolutions.com/US-EN/Product+Lines/Symbol/Symbol+Bar+Code+Scanners/Motorola+CS3000+Series_US-EN
 
 
Note: Although some consumer applications are able to use a smartphone camera as a barcode device, we believe that the camera is not fast enough for industrial applications.  Therefore, you need a separate barcode dedicated barcode device for scanning.  These devices are tuned for speed and use fast laser or image scanning.
 
Note: RFID devices should also work, however have not yet been tested.
 
If you acquire a barcode or RFID device that is able to connect to your browser device (smartphone) but is not working properly with Warehouse Manager for SME, please contact support@h5sw.com and we will investigate.
 
===Browser Device for Barcode===
 
Warehouse Manager for SME will work with any modern browser except that we do NOT support IE-Internet Explorer because Microsoft does not follow standard internet protocols and constantly changes the browser making it not work properly.  Instead we recommend Chrome, Firefox or Safari on IOS devices.
 
This means that the Warehouse Manager will work on a SmartPhone, Tablet, Laptop or PC.  It's VERY flexible.
 
The browser device is used as the screen and the connected barcode device is used for the scanning of the barcodes or RFIDs.
 
 
==Licensing and Pricing==
 
Pricing of Warehouse Manager for SME is $40 per named user per month or $995 plus $199 per year support.
 
This does not include the barcode nor the browser device as you would acquire that separately based on your needs.
 
Contact sales@high5software.com to activate your licenses.
 
==Functions==
 
===Receive PO's===
 
To receive purchase orders click the drop down menu at the top of the bar code application and click "Receive Mode". Now you're ready to scan in items that were purchased and shipped to the warehouse to replenish your inventory. The workflow, starting from generating a purchase order, might look something like the following:
 
 
====Create A Purchase Order====
 
Note: For a comprehensive guide to purchase orders in SME please see [[Purchase Orders]]
 
 
You noticed you're running low on some items so you go into SME to create a purchase order to replenish your stock and buy some new items from your supplier.
 
 
<br>1. Go to '''Purchase Orders''' in Inventory Module.
 
<br>2. Click '''New''' and select the '''vendor'''. The vendor information will populate the Vendor tab on Details and Settings.
 
<br>3. Fill out the rest of the fields on Details and Settings tab.
 
 
[[File:PO_DetailsAndSettings.png|right]]
 
 
*  '''  PO #''' - This number will be auto-populated by SME.
 
*    '''Reference #''' - this field will be populated with the PO#. You can edit this field as necessary.
 
*    '''Date''' – Date you created the PO
 
*    '''Due Date''' – Select the date the parts are due in. You can sort by this field in the search window to manage your purchase orders.
 
*    '''Customer''' – Click Customer to add the customer name to the PO. You can sort by this field in the search window.
 
*    '''Taken By''' – The SME user that created the PO.
 
*    '''Requested By''' – You can select the SME user that requested the PO.
 
*    '''Approved By''' – Select the SME user that approved the PO.
 
*  ''' PO Status''' – You can customize this field to reflect the milestones each PO goes through (e.g. ready for approval, approved, sent to vendor, received). You can sort by this field in the search window.
 
 
 
<br>4. Click '''Actions''' and select '''Add Items from Service, Add Items from Install or Add Items from Invoice'''.
 
<br>5. The Search window will open with all Service, Install or Invoices.
 
<br>6. Double click on an order and the materials on the order will display.
 
 
[[File:ViewItemsOnOrder.png]]
 
 
<br>7. Double click on the material you want to add to the purchase order.
 
<br>8. Select the '''PO Items''' tab. Notice the material selected listed here.
 
<br>9. Repeat steps 4-7 to add additional materials on order to the PO.
 
<br>10. Click '''Shipping Notes''' to add shipping notes to the PO.
 
<br>11. Click '''Save'''.
 
 
====Find the PO in the Bar Code Application====
 
The next step is to find the PO that was just created in SME in the bar code application. Let's say we purchased a "Telecare Package" consisting of a few different items for one of our technicians and had the items shipped to "Bob's Van". Bob needs to use the bar code application to scan these items into the system and verify that he has received them.
 
 
#Start at the home page for the bar code application http://m.high5software.com/Tech/Barcode.html
 
#Choose "Receive Mode" from the drop down menu at the top of the page
 
#Choose the location where the PO items are being shipped to.
 
#A list of all of the purchase orders for that location will be shown. Select the PO you want to receive. There it is! PO number 104 from our favorite vendor, Dave's Dainty Dress Shop.
 
[[File:Receive Mode PO List.png|center]]
 
 
====Receive PO====
 
Now let's scan the items associated with the purchase order into SME's inventory system.
 
 
1. Click on your PO to view the items that were shipped to that location
 
*Each item on the list will display the quantity remaining to be scanned (e.g. 0 of 1.0000 means that you've already scanned the single item of that type that was included in the PO. 1.0000 of 3.0000 means there is one item that still needs to be scanned, out of the three items of that type that were shipped)
 
 
[[File:Receive Mode Item List.png|center]]
 
 
2. Scan the bar code of the item you want to identify as received (or type the Item Number into the text field and press Enter)
 
*If the item is not a serial part then it will immediately be received
 
*If the item IS a serial part you will type the item number, press enter, then type a unique serial number and press enter again
 
 
3. Continue scanning until all of the items are received and the quantities remaining are all zero
 
 
====Confirm PO Actions in SME====
 
Now go back to SME into the Inventory module, to the Purchase Order category. Find the purchase order you just received and confirm that it is marked as received.
 
 
[[File:SME Receive Mode Confirmation.png|center]]
 
 
===Pick Parts for Orders===
 
The "Pick Mode" in the Warehouse Manager bar code application allows the user to pick and reserve parts for specific customer orders, and then move those selected parts to another location if necessary.
 
# Select Pick Mode in the top drop down
 
# Select the warehouse location where you want to Pick From and Pick To. 
 
## If you are just reserving parts for an order, select the current or main warehouse where the parts are and the picking will reserve those parts for the order selected.
 
## If you want to reserve AND move, select the warehouse you want to move to for example to a tech warehouse.
 
# Select the order you are picking for.  You can use barcode to select the order if you have a barcode for the order number
 
# Barcode the part or serial number.
 
## The application will look for barcode in the part number, manufacturing part number, or any of the vendor part numbers for associated vendor parts for a specific part (alternate parts in SME>Inventory>Vendors tab).
 
## If the part is serialized, barcode the serial number next.
 
## If the part is not serialized it will pick the part for this order.
 
# Pick Messages:
 
## "No Stock Available"  If SME does not have any stock, you will get "No Stock Available" and will need to resolve the stock quantities in SME for example maybe the part has not been received or was already selected for another order.
 
## "Fully Picked"  If all the parts are already picked for that part a message will show "Fully Picked".
 
## "Did not receive"  Error code -8.  Was unable to select the part for various reasons.  Check in SME to determine why that part is not selectable.
 
 
 
 
 
===Transfer Parts between Warehouses===
 
Transfer mode is intended to be used when moving inventory between warehouses. For example, Bob the technician notices that he is running low on the stock of routers that he keeps in his van and gets some more. To keep track of where the company's assets are Bob would scan those items using Transfer Mode when he takes them from the warehouse and puts them in his van. Let's go through the steps he would follow:
 
 
# Select "Transfer Mode" at the top of the bar code application
 
# Select the location that you are transferring inventory FROM in the large "Location" drop down menu
 
# Choose the location that you are transferring inventory TO in the smaller "To" drop down menu
 
# Enter the quantity of a specific type of item you'd like to transfer
 
# Scan the bar code (or type in the Item Number and press Enter)
 
# A confirmation message is displayed and you can verify that those items were transferred to the new location
 
 
==  ==
 
==  ==
 
== OLD Barcode for SME ==
 
THIS PRODUCT IS DISCONTINUED AS OF OCTOBER 2013!
 
Old Barcode for SME is using the Motorola MT2000 with built-in software. This product is being discontinued as of October 2013 and will no longer be sold.
 
 
== Device Recommendations ==
 
The Motorola/Symbol MT2000 series is the only device that works with Barcode for SME.  You will need the WiFi capability rather than just BlueTooth for greater range throughout the warehouse, so we recommend the MT2090 version.  Most barcodes are 1D so you could go with the SR Laser which only supports 1D barcodes, however the trend is towards 2D barcodes and to future-proof your device, we recommend a 2D imager rather than just the 1D laser.
 
 
Specific Device Recommendation for barcode with 2D imager and WiFi, these are kits that include the charger:
 
* For 2D standard image recognition (this will work for most applications)
 
** US: [http://www.barcodesinc.com/motorola/part-kt-2090-sl2000c1us.htm?aff-isv-HIG001 MT2090 SR Imager 2D US Kit]
 
** Worldwide: [http://www.barcodesinc.com/motorola/part-kt-2090-sd2000c1ww.htm?aff-isv-HIG001 MT2090 SR Imager 2D WW Kit]
 
* For High Density image recognition (this will give greatest flexibility for label scanning, usually slightly higher price):
 
** US: [http://www.barcodesinc.com/motorola/part-kt-2090-hd2000c1us.htm?aff-isv-HIG001 MT2090 HD Imager 2D US Kit]
 
**Worldwide: [http://www.barcodesinc.com/motorola/part-kt-2090-hd2000c1ww.htm?aff-isv-HIG001 MT2090 HD Imager 2D WW Kit]
 
 
 
== 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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<h3>User Login</h3>
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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.
 
 
 
<br>When the user is ready to close the application Selecting Close instead of log-out will allow the application to be ran again using the same user Login Credentials as previous. A Logout would allow a new user to login.
 
  
 
== 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.  
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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.   
* 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.
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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.
+
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.  
+
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.
* 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 ==
 
== Receiving Purchase Order Items ==

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