Electronic Warehouse Manager System Guide

Electronic

Warehouse Manager

User GUide

System Guide

Version 1.0

© 2012 NECS, Inc. All Rights Reserved.

Inf ormation in this document is subject to change without notice. Comply ing with all applicable copy right laws is the responsibility of the end user. Without limiting the rights under copy right, no part of this document may be reproduced without the express written consent of NECS, Inc.

NECS, Inc. may hav e patents, patent applications, trademarks, or copy rights cov ering subject matter in this document. Except as expressly prov ided in any written license agreement f rom NECS, the f urnishing of this document does not giv e y ou any license to these patents, trademarks, or copy rights.

© 2012 NECS, Inc. All Rights Reserv ed.

entrée and NECS Food Distributing Sy stem are trademarks of NECS, Inc. in the United States and/or other countries.

* Microsof t, Windows, Windows NT, Windows 2000, Windows ME, Windows XP, Windows 7 and Windows Vista are either registered trademarks or trademarks of the Microsof t Corporation in the United States and/or other countries.

* Nov ell and Netware is a registered trademarks of Nov ell, Inc.

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* iPad is a registered trademark of Apple Inc.

* ANDROID is a registered trademark of Google Inc.

* Wi-Fi is a trademark of the Wi-Fi Alliance f or certif ied products based upon IEEE 802.11 standards f or wireless data transf er.

* Verizon is a registered trademark of Verizon Trademark Serv ices LLC Limited Liability Company .

Isotoner smarTouch is a register trademark of totes Isotoner Corporation.

© 2011-2012 Socket Mobile, Inc. Socket, the Socket logo, Socket Bluetooth Cordless Hand Scanner, SocketScan are trademarks or registered trademarks of

Socket Mobile, Inc.

Panasonic Toughbook® is a registered trademark of Panasonic Corporation of North America. All rights reserv ed.

OtterBox® and OtterBox® products names, related marks, images and sy mbols are the exclusiv e properties and trademarks of Otter Products, LLC.

MOTOROLA is a registered trademark of Motorola Trademark Holdings, LLC. © Copy right 1994-2011 Motorola Mobility , Inc. All Rights Reserv ed.


Table of Contents

Chapter I Introduction

Chapter II entrée Settings & Dashboard

Contents I

2

6

Chapter III Barcode Scanning Device Setup

Chapter IV Tablet Setup

Chapter V EWM Tablet Installation

Chapter VI Sign-In

Chapter VII Bluetooth Setup - Adding Scanners & Scales

Chapter VIII Settings

Chapter IX Barcode Definition Manager

Chapter X Barcode Definition Diagnostics

Chapter XI Common Features

23

27

35

43

46

54

56

75

79

I

II Electronic Warehouse Manager System Guide

Chapter XII Loading Sheets

Chapter XIII Pick List

Chapter XIV Purchase Order Receiving

Chapter XV Sign Out

Chapter XVI GS1 Bar Code Glossary

84

100

105

113

115


Chapter 1

Introduction


1

Electronic Warehouse Manager System Guide 2

Introduction

Tablet technology is catching up to the real world needs of business and industry. Recent advances in mobile technology are allowing the NECS software developers to free our entrée users from their desktops and go mobile. You can carry around a small, light weight, easy to read, advanced piece of technology which is directly connected to your company entrée server via

WIFI.

The Electronic Warehouse Manager (EWM) is the mobile application that will automate your warehouse. The EWM system, running on Android tablets, allows you to very cost effectively automate your warehouse processes. Data entered into the tablet is immediately saved on your

entrée server. This means that if the tablet stops working (ex: battery goes dead), no data will ever be lost.

1.1

General Features

1.

EWM tablets connect directly to the your local entrée server via WIFI. Tablets are completely portable and at the end of the work day they should be locked in a safe.

2.

Invoices and Purchase Orders are be created as normal from your desktop entrée software.

3.

Pick Lists are no longer printed because the tablet is the "electronic" version of the document.

4.

Loading Sheets will no longer be printed because the tablet acts as an "electronic" version of document, always updated with the latest revisions including customer add-ons.

5.

The employee in the warehouse will turn on the tablet, log in, select the route, then be able to view a Pick List for that route, along with all the Loading Sheets.

6.

The Loading Sheet on the tablet will have the same layout as the printed Loading Sheet your staff is used to seeing.

7.

Quantities and weights can easily be entered in the warehouse, either by barcode scanning or touch entry via a numeric display on the screen, eliminating the need for office staff to key them in and print labels.

8.

The warehouse operators will be able to sort and view the line items on the order by temperature zone, class, warehouse location, case items, non-case items, catchweights, etc.


Introduction 3

9.

They will also be able to view a complete "revision" history of the order, showing each revision and the items that were added / deleted from the order, etc.

10. Picking Labels can immediately print per line item as the quantity and/or weights are entered or printed in total at the end of the picking process.

11. The labels can print on a portable, WIFI based, high speed thermal label printer or a permanent printer on the loading dock, saving time because the labels can be immediately affixed to products. You will no longer have 75 labels for an order and have to figure out what box has what label.

12. The warehouse staff will no longer have to wait for the office staff to enter the weights or quantities and print their labels.

13. The office staff will no longer be required to key in quantity shipped or catchweights, freeing up valuable employee office overhead costs.

14. Substitution of items, if enabled for a user or via a supervisor override, is allowed.

15. Even if you don't track your inventory using lots, when scanning item labels, the item's manufacturers lot number is saved in case there is a product recall.

16. The completed invoice can be printed from the tablet

.

17. Employee productivity and a complete history of each item picked / scanned / weighed is tracked by EWM. A "Warehouse Manager Dashboard" screen in entrée allows you to view what orders your employees are currently picking, as well as a complete history of their activity via "drill down" options on the dashboard.

18. Tablets have a Bluetooth interface so they can easily communicate with other devices, such as Bluetooth enabled barcode scanners and scales. If your business does a lot of product weighing for orders, saving the time it takes to input the weights is another area where you can make your processes more cost efficient.

19. For security reasons no business data is ever stored on the tablet, it is immediately saved on your entrée server. So if a tablet is lost or stolen no company information can fall into the wrong hands.

20. Getting started with EWM barcode scanning is not a problem with over 50 of the commonly used bar code symbologies are supported by the application.

21. The Barcode Definition Manager allows you to define, edit and diagnose problems with manufacturer's bar code labels as you scan them into EWM.


Electronic Warehouse Manager System Guide

1.2

Technical Specifications

entrée Software: entrée version 3.6.12 or later is required.

Electronic Warehouse Manager (EWM) Android Application is required.

Android Tablet: EWM has been developed for use on Android Tablets.

Android tablets are made by many different companies and may have controls and menus that are different than the ones presented in this guide. Please consult the guide for your specific brand of tablet to learn how it works before beginning this installation process on your tablet.

Accessories:

Isotoner smarTouch Gloves for Texting

Isotoner smarTouch is a register trademark of totes Isotoner Corporation.

4

Bluetooth Options :

Bluetooth Barcode Scanner

Bluetooth Scale

High Speed Thermal Label Printer

If you have any questions please contact NECS Sales by calling 203.245.3999 or email

[email protected]

.

1.3

Bluetooth Options

Bluetooth Scales

Do you have a scale in your operation, with the need to frequently weigh items for customer orders?

No problem, as many scales can have a Bluetooth interface added. Just put the item on the scale, and the weight is automatically sent to EWM.

Currently we have the EWM running on an Android tablet with a Bluetooth scale made by

Doran

.

Doran is a register trademark of Doran Scales, Inc. Corporation.

Bluetooth Barcode Scanning

The same programming processes that we developed to scan and recognize almost anyone’s barcode label (using our "Barcode Definitions" design), which

entree.UPC

uses, you will be able to add hands-free barcode scanning when using EWM.

You would be able to scan an items barcode, and have the quantity, weight, lot number, serial number, etc. immediately and automatically update the EWM Loading Sheet screen.


Chapter 2

entrée Settings & Dashboard


2


entrée Settings & Dashboard

Before you can begin to use the EWM application there are a four required tasks and one optional task to be completed in the main entrée system. Then there are five setup tasks for your Android device that must be completed.

If you will be using a Bluetooth scanning device you will need to first perform the

Barcode Scanning Device Setup

process before you can use the device with EWM.

The entrée system tasks are:

1.

Update the main entrée system to version 3.6.12 or later.

2.

Assign Usernames & Passwords

to Access EWM

3.

Update User Account Settings

to Access EWM

4.

Configure entrée System Options for EWM

5.

Add Substitute Items in entrée

(optional task)

The entrée

Warehouse Manager Dashboard

and

Reports

chapters should be reviewed to get

familiar with features and reports used with EWM. The


is used

to view the current activity of your warehouse employees using either entrée.UPC or the EWM.

The Product Recall Report

Android tablet tasks that need to be performed after the entrée system tasks have been completed.

1.

Connect to WiFi

2.

Allow Unknown Sources

3.

EWM Tablet Installation

4.

Sign-In

5.

Bluetooth Setup - Adding Scanners, Printers & Scales

entrée System Tasks

Updating the entrée System

First, the main entrée system must be at version 3.6.12 or later. If not, please go to

http:// www.necs.com/support/

login and download the latest release of entrée and update your system before proceeding.


entrée Settings & Dashboard 7

2.1

Assign Usernames & Passwords

Second, you need to assign a unique Username and Password to each employee using EWM in the main entrée system. This task will be performed in the Security Manager.

1.

Use menu path:

System > Security

Management.

2.

Click the Users button on the toolbar of the

Security Manager utility.

3.

Click the Add button to open the Create User dialog.

4.

Enter a unique name for the user in the User name field.

5.

Optionally enter a description of the user account in the Description field.

6.

Enter the full name of the employee that will be using this account in the Full name field.

7.

Optionally enter the initials of the employee (or other 2-character identifying code) in the Order

taker code field.

8.

Enter the password, the employee will use to access EWM and the entrée system with, in the Password field.

9.

Enter the password from step 7 in the Confirm Password field. This duplicate entry is required to ensure the password has been keyed in correctly.

10. Click the OK button to save the user account and close the Create User dialog.



11. The new users will now be listed in the Security Management screen in the Users tab.

8



2.2

Update User Account Settings

Third, once user accounts have been created with passwords in the main entrée system you must proceed with updating the password settings for each of these user accounts.

1.

Click the Users button, located on the toolbar of the Security Manager utility.

2.

Select the user account that you want to edit in the account listing area.

3.

Click the Edit button. This will open the Properties of the <NAME> user account, where

<NAME> would be replaced with the user name of the selected user account.

4.

Click the Settings button.

9

5.

Click on the + next to Miscellaneous system options to expand the list.

The Miscellaneous System Options section of the option tree contains password options with permanent ID number values for each option. Many of these password option settings are associated with specific custom modifications for the entrée system. Some numbers will be not be seen unless you have the related custom modification for your system. This is where you will control access to EWM.



6.

Scroll down the list to option 100 add a check mark here to allow access to EWM.

7.

For option 103 and check it only if you want the particular employee to have this authorization power.

The option settings for the current user may be copied from an existing user by clicking the Copy... button, located in the bottom left corner.

When using the Copy feature make sure you really want all the security settings copied to the new user. This utility will copy the entire settings list.



To Copy User Account settings follow these steps:

a. Click the Copy button.

b. Select another User name from the main list.

Users can be sorted by clicking on any of the column headings.

Clicking a column heading a second time will reverse the sort order of that column.

c. Click the Copy button. The Copy dialog box will display. (See Caution message above before using this feature.) d. Select the User name with the desired settings from the list. It will copy all of the selected user's settings into the current User name. e. Repeat this process of all users needing identical security settings.

8. Click OK to save the User Account.



2.3

Configure entrée System Options

For the fourth entrée task you must configure the Electronic Warehouse Manager in the main

entrée system in System Preferences to set your options.

Follow this process to set your options:

1.

Once the entrée System Administrator logs into the main entrée system use menu path:

System > Preferences > System Options Tab > Additional Features section.

2.

Click the Additional Features drop down menu arrow.

3.

Select Electronic Warehouse Manager

4.

Click the Configure button.


5.

Click the desired options in the

Electronic Warehouse

Manager Options dialog.


6.

Click the Loading Sheet tab to select from these options: a. Automatically set picked quantity to quantity shipped for non-catchweight items.

Substitutions:

b. Allow substitutions from the Electronic Warehouse Manager. c. Allow for manual entry of substitute item numbers. This option does not require that a substitute item be assigned to an item on the Misc1 Tab of Inventory File Maintenance because the user will be allowed to enter an item number.

*See information about how to assign substitute items in the Misc1 Tab at the end of this section.

d. Require authorization for manual item substitutions. This option will prompt for a username and password that has the "Can authorize manual item substitutions in the

EWM module" Miscellaneous system option enabled in the Security Manager. e. Automatically add manual items substitutions to the substituted items list.

When this auto save option is enabled it will automatically save and then display substitute items entered in the

Item Substitution

process in EWM.

7. Click OK to save your selections.



System Option for Unit Price During Item Substitutions

Normally when an item is substituted in Create / Change Invoice or EWM the Unit Price set for the item being substituted is retained, this is the default for the entrée system.

If you choose not to stay with the default activating System Option #176 will change the behavior so the entrée system will re-calculate the Unit Price using the pricing defined for the substituted item.



2.4

Adding Substitute Items in entrée

entrée has a substitute items feature in Invoicing and in EWM that allows a user to select a different product if stock is low or out for a particular line item.

In EWM users can tap the

Sub button on the number touch keypad to open the

Item Substitution dialog.

Then select from the items that have been added to the

Substitute Items section of the Inventory File Misc1 tab as seen here.

15

How To Add Substitute Items in the Misc1 Tab

1. In entrée use menu path: File > Inventory Maintenance.

2. In the Item Number field enter the item number for the item that you would like to add the substitute items then hit the Tab key.

If the item number is not known, click the Search button screen and scroll through the list till you find the item.

to open the Inventory Search

3. The current data for the item will now be loaded into the Inventory File Maintenance window.

4. Click on the Misc1 tab. The Substitute Items section is at the bottom of the screen.

5. Click on the first empty row in the Substitute Items grid and hit the Enter key.

6. In the Item column enter the item number of the item that will be used as a substitute and hit the Enter key.

If the item number is not known, click the Search button screen and find the item.

to open the Inventory Search

7. Once all the substitute items have been entered click OK to save the changes.



2.5


The Warehouse Manager Dashboard in the main entrée system is used to view the current activity of your warehouse employees using either entrée.UPC or the Electronic Warehouse

Manager. Because both of these software products track the detail of each users productivity, including every catch weight entered or scanned, every item picked, etc., this dashboard is a way for you to monitor, report and help you analyze and track their work. You will always know who picked an invoice down to the detail of individual line items, substitutions and catch weights.

The Warehouse Manager Dashboard is located in the System menu in the main entrée system.

Once in the "Dashboard" you have these features available:

The “Drag a column header here to group by that column” feature at the top of the dashboard screen allows you to control how the information is grouped in the dashboard by dragging a column header to the new area.



Click the Column Selection

Tool to the left of the column headers to open a dialog to customize the columns displayed in the dashboard.

Check the fields you would like displayed in the dashboard.

The information displayed in the Warehouse Manager Dashboard includes:

App - The software application being used which includes: EWM and UPC

(entrée.UPC Bar Code scanning software).

Login Date & Login Time - The date and time the user logged into the App.

User - The username of the person who logged into the App.

Activity Start Time - The time the current activity was started.

Activity - The user’s current activity, such as Editing or Picking an Invoice, Receiving a Purchase Order, etc.

Document Type -The type of document being worked on such as a Cycle Count,

Purchase Order or Invoice.

Document ID - The ID associated with the document, such as the Invoice Number, Purchase

Order Number, etc. Note that if you click on the Document ID, such as an Invoice Number, the system will pop-up a read only view of the Invoice (below), so that you can see all the details of the document being worked on.



If an invoice that you selected to view is being used by another person you will see this

Invoice In Use message. If you would like to view a read-only version of the invoice click

"Yes".

Document Description - This column will display more information about the document being worked on.

For example, if the user is picking an invoice, this column will display the customer number and name.the user is receiving a Purchase Order, the vendor number and name will be displayed.the

user is doing a Cycle Count, the item number and description will be displayed.

Units - The total number of pieces associated with the document.For example, if an invoice is being picked, the total number of pieces for that invoice will be shown.will provide you with the size of the task the user is working on.

Wgt - The total weight associated with the document.Similar to the way "Units" works as described above.

Elapsed Time - How long the current activity has been going on.

When you click the User link it opens the Dashboard - User Detail window which provides information about the specific user’s recent activities in the warehouse.



Click the Column Selection

Tool to the left of the column headers to open a dialog to customize the columns displayed in the User Detail screen.

Check the fields you would like displayed.

The information displayed in the Warehouse Manager Dashboard User Details screen includes:

Date - The date the user logged into the App.

Time - The time the user logged into the App.

App - The software application being used which includes: EWM and UPC (entrée.UPC Bar

Code scanning software).

Doc Type -The type of document being worked on by the user. Values: Cycle Count, Purchase

Order or Invoice.

Document ID - The ID associated with the document the user worked on. Values: Invoice

Number, Purchase Order Number, etc.

Item # - The entrée system item number for the item being processed.

Item Description - The entrée system description for the item.

UOM - The unit of measure used on the item.

Qty +/- - The change in quantity the user entered for the item.

Wgt +/- - The change in weight the user entered for the item.

Scan - Is a scan of the document available? Values: "Y" for Yes and "N" for No.



2.6

Reports

Product Recall Report

In the event of a product recall this report will allow you to quickly identify those products and take the proper actions to protect the public and be in compliance with the Food Safety Modernization

Act (FSMA).

Running the Product Recall Report:

1. Select the desired Dates option (see Options below) and enter the "Data from;" and "to:" date values.

2. For Report Options enter the item # in the Recall Item text box or use the magnifying glass to open the inventory search dialog and find the item number value (see image below).



Options:

The Dates section provides four date values to be used to target the specific items being recalled. Dates include:

1. Production Date

2. Pack Date

3. Sell By Date

4. Expiration Date

The Report Options section lets you enter an item number, lot number and serial number, or search for and select the item from your inventory file.

Product Recall Report Example:


Chapter 3

Barcode Scanning Device

Setup


3

Barcode Scanning Device Setup 23

Barcode Scanning Device Setup

Before you can begin using your Bluetooth barcode scanner it must be configured. Follow the process below to get your scanning devices ready to use. Our instructions are written for a Socket

Bluetooth Cordless Hand Scanner Series 7P which is supported by the EWM application and the

Android OS version 3.x (Honeycomb).

Please read the manufacturer's documentation for your specific device since each manufacturer will have their own Command Barcodes to perform the scanner configuration process.

Why do you configure the scanner?

This scanner by default is shipped in HID (Human Interface Device) mode which emulates a keyboard. HID mode can not be used to scan barcodes in your warehouse. So part of the configuration process is to change the scanner's mode to SPP (Serial Port Profile) mode to gain a broader character set, multiple configuration options and be able to roam between tablet devices.

The other important task done during the configuration process is to enable barcode symbologies.

This is done so the scanner will recognize the barcode symbologies commonly used in the food distribution business.

Before you begin configuring your scanner...

1.

Fully charge your scanner.

2.

Make sure the scanner is not connected to a computer or other device before you begin scanning command barcodes.

3.

Print the Socket Mobile Programming Codes sheet on the next page. Be sure the printed programming codes are very crisp and clear. You will need these codes on paper so you can scan them during the configuration process.




Barcode Scanning Device Setup 25

Configuring the Socket Series 7P Barcode Scanner

1. Ensure that the barcode scanner is charged and turned on.

2. You will scan each of the SOCKET programming codes on the supplied sheet starting at the top.

3. First, scan the Factory Reset programming code to perform a complete factory reset clearing the device.

On success, you will hear 3 rising tones and then 5 descending tones.

On failure... rescan the programming code.

4. Second, scan the Report 'Symbol' Symbology Codes to enables all the supported barcode symbologies in the device.

On success, nothing is heard but the scanner will immediately shut off.


5. Turn the barcode scanner on again.

6. Third, scan the Switch to Serial Mode programming code to switch the device into SPP (Serial

Port Profile) mode.

On success, you will hear 3 rising tones.



Chapter 4

Tablet Setup


4

Tablet Setup 27

Tablet Setup

This chapter will provide you with an example of how to setup and install EWM on a Motorola

XYBoard tablet with Android version 3.0. It is important to note that tablets made by different manufacturers will use different theme colors and menus in their devices. Also the screens in different versions of the Android OS will look different. Even with these minor differences the installation process for EWM will generally be the same process on various Android tablets.

At the end of this section an overview of Android OS status and menu bars basics is presented to get you up to speed with the tablet.

Before you can run the


process you need to complete two tasks on the tablet.

First, the

Connect to WiFi

section will explain how you must connect your tablet to your local wireless network to be able to download EWM and communicate with your server.

Second, you will proceed to the


section of this chapter to change a tablet setting to allow software from "Unknown Sources" to be installed. Since the Android OS has a security process which stops installation of software that does not come from the Android

Market.

Third, proceed with


. Once the


process has

been completed these last two steps must be performed before you can finally be ready to use

EWM in your warehouse.

Fourth, you will sign-in to the EWM system with your assigned username and password in the

Sign-In

chapter.

Fifth, you will add and connect your Bluetooth devices (barcode scanners, scales, printers) to the tablet in the


chapter.

To recap to get your tablet ready for EWM you will perform these steps:

1.

Connect to WiFi

2.


3.


4.

Sign-In

5.




Tablet Status & Menu Bars Overview

At the bottom of the tablet device you will see two status and menu bars.

28

EWM Status Icons

The top status bar will display information from EWM about the Bluetooth connection and Bluetooth devices paired with your tablet. The status of each is represented using a specific icon and color.

EWM Bluetooth Connection icon:

When the color is red it means the tablet tried to connect to your Bluetooth network but failed.

When the color is green the tablet is connected to your Bluetooth network.

EWM Bluetooth Scanner icon:

When the color is red it means the tablet tried to connect with Bluetooth scanner but failed.

When the color is green the Bluetooth device is connected to the tablet.

EWM Bluetooth Scale icon:

When the color is red it means the tablet tried to connect with Bluetooth scale but failed.

When the color is green the Bluetooth scale device is connected to the tablet.

Android Menu Bar

The bottom bar on the tablet screen is the Android menu and status bar.


Tablet Setup 29

On the left side from left to right the 3 Android buttons:

Back button - Go back one screen.

Home button - Go to the Home screen

Recent Apps button - Show the recent Apps

On the right side are the Android Notifications and Quick Settings

Panel icons. From left to right:

Downloads - Tap this icon to view recent downloads to the tablet.

Clock - Tap the Clock to display tablet status and details about downloads, messages and notifications. In this panel more details are provided about the icons on the menu bar.

The time, date with the day of the week.

Settings icon - Access the

Android Settings screen for the tablet.

The Battery Status icon with the

% value.

The Network Strength icon with the name of the network the tablet is connected to.

Bluetooth Connection Status

Downloads icon with the EWM

Package Installer file, android.apk.

Clock Notifications and Settings Panel

Network Strength

Bluetooth Connection Status

Battery Status



4.1

Connect to WiFi

When you first powered up your Android tablet you were required to connect to a local network. If

this is the same network that EWM will be using you can proceed to


. If

not you must continue with this process and connect to the network that will be used by EWM.

Connecting the Tablet to your Local Wireless Network

1. From the tablet desktop screen drag up on the right side of the bottom tool bar to reveal the Settings icon.

2. Tap the Settings icon here (right, outlined in red).

3. Tap the Settings icon again to open the

Android Settings screen.

4. The Android Settings screen it will default to the Wireless & networks option when it opens.


5. Tap Wi-Fi Settings.

Tablet Setup 31

6. Find your local network or the wireless network that will be used for EWM in the list and tap it.



7. The settings for the selected network will be displayed. Enter the network's password and tap

Connect. If your wireless network is not password protected it will connect automatically when selected.

You may need to get the wireless network password and any other required setting from your Network Administrator or IT Department before continuing.

If you change the IP Settings from "DHCP" to "Other", the advanced wireless settings seen below will display. This is needed if an internal company IP address must be entered for the tablet.

8. Proceed to the next section in this chapter to perform the process to

Allow Unknown Sources .


Tablet Setup 33

4.2


You should already be in the Settings screen after performing the

Connect to WiFi

steps in the prior section of this chapter. Now you will update the Android OS security option to allow the installation of software from unknown sources, which is the EWM application.

1. Use your tablet Back button to return to the main Settings screen.

2. Tap Applications in the menu on the left.

3. The Applications settings screen will be displayed. Tap the check box for Unknown sources which will enable the installation of non-Market Android applications.

4. The Attention warning message below will display. Tap OK to proceed.

5. The Unknown sources box will now have a green check mark. Now you are ready to proceed

with the


process to load the EWM application on your tablet.


Chapter 5

EWM Tablet Installation


5

EWM Tablet Installation 35


Once you have completed the setup in the


,

Connect to WiFi

and


processes you are ready to proceed with the EWM application installation.

The software for EWM resides on your Host server. The IP address of the Host server is a required piece of information for the EWM Tablet to access the software for installation and release updates.

Write your server IP address in the area below to record it.

My Host Server IP Address for EWM is ___________________________

How to Install the EWM Application on Your Tablet

1. After completing the


update in Settings you will tap the Home icon

(usually a house shaped icon) to get back to the desktop.

2. Tap the Browser icon to open it.

3. Tap the URL address bar at the top of the Browser window (outlined in red).

4. Enter your Host Server IP address in the browser then tap the Enter key in the keyboard.

enter:

10.10.10.101

IP Address you would

5. The EWM Installer page will display on the tablet.

6. Tap the TAP HERE TO DOWNLOAD button.



7. Next you will see a yellow notification message.

This message instructs you to check the notification tray of your Browser for the

android.apk file that is being downloaded.

36

In the lower section of the screen a small Starting download... message will display.

The download icon in the lower tool bar.

can be seen


8. Drag up on the of downloaded files.

to view the list

The Notifications area is outlined in red below.


The android.apk file will be listed in the tablet's desktop Downloads area and the Notifications area when downloading has completed.

9. Tap the downloaded EWM Package

Installer file, android.apk, to run it.



10. The Package Installer dialog will display.

11. Tap the Install button. The Installing message box will display.

12. When installation has completed tap Open to run install the application on the tablet.

38



13. The Invalid Application Setting message box will display. Tap OK. This is a normal condition because you still need to tell the EWM application what the remote server IP address is for your tablet to run the app.

14. The Control Panel screen will be displayed. Tap Remote Server IP Address to open the dialog so you can enter the IP information for EWM.



15. Enter the IP address numbers in the Remote Server IP Address dialog box and tap OK.

40

16. The Remote Server IP Address will be used to configure the connection between EWM and your server. A Loading message will display and below that you will see a message telling you that the server path has been updated and it is restarting the connection.



17. Once the EWM application is connected to the Remote Server IP Address successfully the

Sign-In screen will display on the tablet.

18. Proceed to the

Sign-In

chapter and follow the steps to access the EWM main menu.

19. The EWM application icon and an EWM - Control icon will now appear in the desktop area where your apps are located.

Just tap the EWM icon to start the EWM application.

20. Later you will proceed to the

Bluetooth Setup - Adding Scanners & Scales

chapter

beginning on page 46 to perform this last steps of the tablet setup process.

EWM Application Updates

Whenever the tablet powers up or when you sign-in to the EWM application it will check your Host

Server for new versions of EWM. You will see a "Checking for Updates" message box displayed.

If an update is found it will automatically trigger the installation of the new version of the EWM application.


Chapter 6

Sign-In


6

Sign-In 43

Sign-In

Each operator that uses EWM must sign-in using their assigned Username and Password. This allows the EWM application to track each user, how long it takes to pick each order, and other information related to productivity.

The Sign-in process provides these benefits:

Menu-item-level access controls similar to entrée and new Miscellaneous options feature.

Use of the entrée Security Management System -

This familiar interface will be used to create and change individual user accounts and assign permissions.

System Activity Saved to a Central Log File - With individual user accounts in EWM the basic activity in the system, including: all scan data, people sign into and out of the system, opening and closing documents for scanning, will now be tagged with the identity of the person who performed the action and saved in a central log file for use in reports.

The


in the main

entrée system is where you can view the current activity of your warehouse employees. See page 16 for more information.

Easily Monitor System Activity - You can generate reports which will combine the data in the activity log with the data in the scan detail files to monitor system activity.



Sign-In Process

1. Tap the EWM icon on the tablet desktop

44

to run the application.

2. The Sign-In dialog box will display.

3. Enter your assigned Username and

Password.

4.To save your sign-in information tap the Remember Me option to check it.

5.Tap the Sign-In button.

6.Then the EWM main menu will display.

Delivery Date:

The Delivery Date will always default to the current date when you first sign-in.

Tap the date text box area to change the date to the day you are working with.

Active User:

Will display the username of the person logged into

EWM on the tablet.

Licensed To:

Will display the company name that owns the license for the EWM application on the tablet.

What is next?

If you will be using the touch screen to enter all your information then you can begin using EWM now. Proceed to review the

Common Features

chapter beginning on page 79 which will provide you with an overview of key features found in the EWM application. The chapter includes: Item

Information Panel Setup, screen buttons, Number Keypad Tools and Item Display Controls.

If EWM will use barcode scanners and/or Bluetooth enabled scales and printers then proceed to the


chapter beginning on page 46. This step

must be done so that your Bluetooth devices are defined and paired with the tablet to create the connections for scanning, printing and weighting.


Chapter 7

Bluetooth Setup - Adding

Scanners & Scales


7



In simple terms adding a barcode scanner to EWM can be broken down into two parts. First you make the Android OS aware of the scanner in this section of the chapter. Then you make the EWM

application aware of the scanner in the

Bluetooth Device Management in EWM

section of this

chapter.

Android OS

The Android OS Settings screen on the tablet is where the IP Address is entered so that you can connect your tablet to your Host Server via your local wireless network. There are also settings to configure any Bluetooth devices and load the drivers onto the tablet.

Some Bluetooth devices may require a password or pin code during this process.

Please review the information about your specific Bluetooth device to see if a password or pin code is required for the pairing process.

First Access the Android OS Settings screen

1. From the tablet desktop screen drag up on the right side of the bottom tool bar to reveal the

Settings icon.

2. Tap the Settings icon (outlined in red below).


Bluetooth Setup - Adding Scanners & Scales 47

Second, Add Bluetooth Devices & Drivers in Android OS Settings

1. From the Settings screen tap Wireless & networks.

2. The green check should already next to Bluetooth if you have completed the steps in the

Tablet Setup

chapter. If Bluetooth is not checked, tap the box to turn it on and a green check

will display.

3. The Bluetooth scanning device you would like to pair with the tablet should be turned on at this time.

Tablets must be paired to some Bluetooth devices. This means only the tablet paired with the scanning device will be able to communicate with that specific device, like a hand scanner.



4. Then tap Bluetooth Settings to open the dialog.

5. Tap Scan for devices. The device you turned on should show up in the

Found devices list.

Some Bluetooth devices may require a password or pin code at this time.

Please review the information about your specific device to have the password or pin code required for this pairing process.

6. Tap the device in the list to pair with the device. You will see the the "Pairing..." message.

48



7. When pairing is complete you will see the "Paired but not

connected" message below the device.

This means that the tablet is connected to the device but EWM has not been connected to the device yet.

Now you have to connect the device to EWM.

8. Tap the Home icon in the bottom tool bar.

Next proceed to

Bluetooth Device Management in EWM

.



7.1


Managing Bluetooth Devices in EWM

1. The EWM Sign-In screen will open. Sign-in to the EWM application with your Username and

Password.

2. Tap the Settings option in the EWM main menu.

3. Tap the Launch Control Panel button.

50



4. Under Bluetooth Devices tap the Device Manager option. A message will display saying

"There are no Bluetooth devices defined. Add a new one using the Add Device button".

Tap OK.

5. The Manage Bluetooth Devices screen will display.

Tap the Add Device button and the New Bluetooth Device screen will display.



6. In the New Bluetooth Device screen fill in the following: a. In the Name for Device field enter a name for the device.

b. Paired Bluetooth Device tap the arrow to reveal the drop down list and select the device hardware.

52

c. Device Driver tap the arrow to reveal the drop down list and select the correct driver for your device.

d. Tap Save in the upper right corner when you are done.

7. You will now see the newly added Bluetooth device name in the Manage Bluetooth Devices screen. In our example you see "my scanner #1".

8. Tap Back to return to the Control Panel, Manage Bluetooth Devices.

9. Tap Back again and in the Account Settings screen tap Save. You will now be on the EWM main menu screen.


Chapter 8

Settings


8


Settings

General Tab Settings

Launch Control Panel

This button is used to access the Manage

Bluetooth Devices screen. To review the process to add a Bluetooth device to the tablet see

Bluetooth Setup - Adding

Scanners & Scales

beginning on page 46 and


on page 50.

Label Printing

Tap the check mark to enable this option:

Print single label regardless of quantity when printing labels for a single item.

Buttons:

Tap the green Save button at the bottom to keep any changes you make in this screen.

Tap Back to return to the previous screen.

54


Chapter 9

Barcode Definition Manager


9


Barcode Definition Manager

This chapter will explain how to create bar code definitions from labels in the warehouse. If you will be doing any scanning bar code definitions are critical to the proper operation of EWM. If your bar code definitions are not setup correctly, you may end up receiving an "Unable to positively

identify bar code" error message when certain items are scanned. A brief overview of the

GS1

Bar Code Standard

is covered next to provide you with a basic understanding of how bar codes

are structure and introduce you to the terminology used in conjunction with bar code labels. Then we will show you how to

Create Bar Code Definitions

.

It is important to understand that a Barcode Definition is NOT defined for each product in your inventory. Rather, a Barcode Definition is only defined PER MANUFACTURER (with some rare exceptions). This is because manufacturers will use the same bar code format for all of their items.

When you setup the Barcode Definition for a "Tyson Foods" label, ALL "Tyson

Foods" labels will properly scan with the EWM software. This greatly reduces the amount of time needed to get your EWM software ready for use!

You can test this by first defining a Barcode Definition for a specific manufacturer. Then go to the

"

Barcode Definition Diagnostics

" menu option (see the next chapter for more information) and

begin randomly scanning bar codes from that manufacturer. They should all work with the corresponding information for that item from your Inventory File Maintenance displaying on the tablet with a "Valid Item Located" message.

Supported Bar Code Symbologies

Normal bar code labels and many other bar code symbologies can be defined and processed by EWM and entrée.UPC. The GS1 Bar Code Standard section is only used as an example in this guide to explain how bar code symbologies work.

EWM currently supports the following bar code symbologies:

Australia Postal Composite AB/C Japan Postal

Aztec Coupon Code Korea Postal

Aztec Mesa

BookLand UPC

(EAN-8 variant)

Canada Postal

China Postal

CodaBar

Codablock

Code 11

Code 128

Code 16K

Code 3 of 9 (Code 39)

Code 32

Code 49

Code 93

Cue Cat

Data Matrix

Discrete 2 of 5

Dutch Postal

EAN-13

EAN-8GS1

DataBar (formerly RSS-14)

GS1 DataBar Expanded

(formerly RSS-14

Expanded)

GS1 DataBar Limited

(formerly RSS-14 Limited)

Interleaved 2 of 5

Interleaved 2 of 5, IATA spec

ISBT 128

Macro Micro PDF-417

Macro PDF-417

Magnetic Stripe Reader

Matrix 2 of 5

MaxiCode

Micro PDF-417

MSI/Plessey

Optical Character

Recognition

PDF-417

Plessey

PosiCode

QR-Code

RFID

TCIF Linked Code 39

Telepen

Tri-Optic Code 39

UCC 128

UK Postal

UPC-A

UPC-E0

UPC-E1

UPC/EAN

Supplements

USPS Intelligent Mail

(aka OneCode)

USPS Planet

USPS POSTNET

WebCode


Barcode Definition Manager 57

About Scanning Devices

You must check the manufacturers specifications for your scanning device to be sure your bar code symbology is supported by that device. Most scanning devices have a few of the most common bar code symbologies enabled. So you may have to perform some additional setup procedures on your scanning device to enable the bar code symbology you and EWM will be using. The bar code symbology you use must be in the list above of those supported by EWM.

entrée User Accounts

Before your operators can

Sign-In

it is our recommendation that you create individual user

accounts for each of your EWM operators in the main entrée system Security Management

System (SMS). See the


chapter starting on page 6 of this guide

for instructions and information about setting up these user accounts before proceeding.

9.1

GS1 Bar Code Standard

This chapter will provide you with an explanation of how bar code symbologies are structured by using the GS1 Bar Code standard as the example. Normal bar code labels and many other bar code symbologies can also be defined and processed in EWM. A glossary of terms has also been included at the end of this guide to clarify the terminology used in relation to a GS1 bar code definition. Some of the terminology in the glossary is common to the topic of bar code definitions.

The GS1 Bar Code standard uses a special variation of the "Code 128" bar code symbology which most scanners currently recognize as "UCC-128" or "EAN-128".

Application Identifiers

The GS1 standard also defines a series of "Application Identifier" values which are used to identify the purpose of different data fields like Item Number or Serial Number. In the manreadable portion of the bar code you will often see these values set off by parentheses.

Unfortunately, there is nothing in the bar code data which identifies these values. Even so, they are still useful to us and we have implemented some new features to take advantage of them.

See page 55 of this guide for a list of the GS1 Application Identifiers used by entrée.

These "Application Identifiers" (outlined in red in the bar code label on the following page) are static data values which will typically appear in the same location in all of that vendor's bar codes. We say "typically" because the standard does allow for variable-length data fields. In all the cases of which we are aware of the vendor had the good sense to put the variable-length data at the end of the bar code (usually the Serial Number). Since the identifiers are fixed values they can serve the same purpose as the Manufacturer's ID value in separating two bar code designs which would otherwise be identical. So each of the existing data field definitions now has an auxiliary set of definition values which allow you to associate the "Application

Identifier" with the data value. Like the Manufacturer's ID, you define both the location of the value and the content.

On the next page you will see examples of both normal and GS1 type bar codes with a related

Barcode Definition screen example.



In the GS1 bar code example below on the left the Serial Number Identifier (21) (outlined in red) is defined in the Barcode Definition Editor image on the next page. On the right is an example of a normal bar code label that does not contain Application Identifiers.

GS1 BAR CODE

NORMAL BAR CODE

Notice the numbers surrounded by parenthesis,

(application Identifiers), in a GS1 style barcode.

Notice that there are no numbers surrounded by parenthesis in a normal barcode style.



Defining Normal Bar Codes

To help you more quickly identify the elements of a bar code label, the manufacturer can usually provide you with a breakdown sheet. The breakdown information for the bar code includes what fields are contained in the bar code and their start and end values. Here is an example of the break down you would get for a Tyson Pork bar code.

Error Checking

The second thing we are able to do with the GS1 data is to perform some basic error-checking when you are creating a new bar code definition. Some of the GS1 "Application Identifiers" specify not only what a particular value represents but, in some cases, how it should be interpreted. By having the bar code definition editing process interpret an identifier according to the GS1 specification we can perform some simple checks to make sure that the way you



have defined the data field is consistent with what the vendor says is the actual content of the field. We'll get into this feature in more detail shortly.

Defined Date Values

The GS1 standard defines four different date values which may be associated with an item:

1. Production Date

2. Packaging Date

3. Sell-By Date

4. Expiration Date

You will only see one of these values, maybe two, in a single bar code. The bar code definition system has been expanded to add support for specifying all four of these date values. Also, since one of these dates may serve, either officially or unofficially, as the item's "Lot Number", the field definitions for these date values include a check box which allows you to designate one of them to be recorded as the "Lot Number" value for the scan.

Automatic Lot Tracking

It is especially important that lot tracking is implemented so our customers are in adherence to the new Food Safety Modernization Act (FSMA). Lot tracking will ensure that your operation is fully prepared in case of a product recall.

EWM includes an effective means for automatically tracking lots, even if you do not use the Lot

Tracking features of entrée.The bar code definition can be set up to identify and use the production date encoded in the bar code label as the lot number. This information, can be the traceable lot number for the item.



To put it simply, when inventory is received, the scanned lot number (production date) in the label is recorded (along with all other key information). When the product is sold, the lot number (production date) in the scanned label is recorded.

Product Recalls & Lot Numbers in Bar Code Definitions

A product recall can be issued against any of the data values present in a bar code, so it would be beneficial to define the “Lot Number” field in the bar codes that provide one, along with any of the four date fields. Defining and scanning for this bar code data will enhance your businesses ability to trace all activity on a given product using the

Product Recall Report

in the main

entrée system. This enables you to respond quickly in the event of a product recall and stay in compliance with the Food Safety Modernization Act (FSMA).

GS1 Data Values

Although there is a wide variety of data values which can be identified under the GS1 standard, there are really just a few which affect the system. They are as follows:

Data Value

Global Trade Item No. (GTIN)

Lot Number

Serial Number

Production Date

Packaging Date

Sell By Date

Expiration Date

Net Weight, Kilograms

Gross Weight, Kilograms

Net Weight, Pounds

Gross Weight, Pounds

GS1 Identifier(s)

01

10, 23

21

11

13

15

17

310x ( see + )

330x ( see + )

320x ( see + )

340x ( see + )

Data Length

fixed length 13 digits (GTIN-13) up to 20 alphanumeric characters up to 20 alphanumeric characters exactly 6 digits (YYMMDD see * ) exactly 6 digits (YYMMDD) exactly 6 digits (YYMMDD) exactly 6 digits (YYMMDD) exactly 6 digits exactly 6 digits exactly 6 digits exactly 6 digits

*

The date identifier values are each two digits long then the following six digits represent the date value.

The "YYMMDD" notation indicates that the format of the date is a two-digit year ("YY"), a two-digit month

("MM") and a two-digit day ("DD"). So a bar code containing "(11)081016" in the man-readable portion of the label then the value is a "Production Date" ("11") and so then "081016" represents October 16, 2008.

No, the "2000" part is not explicitly specified anywhere but the standard specifies that, much like the way entrée itself handles two-digit years, years from 00-50 should be interpreted as 2000's and years from 51-99 should be interpreted as 1900's.

+

The weight identifier values are each four digits long and then the following six digits represent the weight value. The "x" in the identifier represents the number of decimal places in the weight. So if you see "(3201)000450" in the man-readable portion of the label then you know that the "000450" value represents the weight of the item. The "320" portion means that it is a Net Weight value which is expressed in pounds. The "1" (in "3201") indicates that the weight is expressed to one decimal place which makes the weight value in this bar code 45.0 pounds. If the label read "(3202)000450" then the weight value is still "000450" but now the final "2" (in "3202") means that there are two decimal places in the value making the weight 4.50 pounds.

For more information about GS1 Bar Code terminology see the

GS1 Bar Code

Glossary

.



GS1 Bar Code Tips

Application Identifiers help you extract the information correctly from a bar code label.

62

If you associate the "3201" identifier with the weight value for this bar code but you have defined the "Weight Decimal Length" value as "2" then a warning will be raised since the specified ID value indicates there is only one decimal place. Or if you had a "3101" identifier but had not checked the "kilograms" option, again, a warning would be raised. In either case, it will be up to you to evaluate the situation and make any necessary corrections since the program has no way of knowing if you just typed "3101" by accident when you meant to type "32" or if the item weight really is in kilos.

All of the data from the fields you have specified in the bar code definition are recorded in the scan queue files including the four possible date values.

All scan data is now recorded with the ID value of the user who performed the scan as well as a time stamp for when the scan was recorded.

GS1 Bar Code Note

Some manufacturers produce bar codes which generally follow the GS1 Standard guidelines but which are encoded with "Code 128" symbology rather than "UCC-128".



9.2

Creating Bar Code Definitions

EWM creates barcode definitions by capturing and translating the scanned data from bar code labels in the warehouse. If EWM does not find a match in the list of defined barcodes you may need to create the new bar code definition. Before you begin to add a new bar code, you will need the bar code breakdown information from the product vendor or manufacturer. This information about the bar code includes what fields are there and the start and end values for each field.

About Products with Multiple Bar Code Labels

Before you begin, some vendors use multiple bar code labels on their products, one for the item and another for the weight and still another for the lot number. If the bar code label you are defining has this situation you should define the weight and lot labels first and then the item label. This way you can associate the weight and lot labels with the item label when you define it.

Using the Barcode Definition Manager

1. Once you

Sign-In

tap the Barcode

Definition Manager option in the main

EWM menu.

2. The Barcode Definitions screen will be displayed listing all the currently defined bar codes in

EWM. Each bar code definition in EWM will have the following data to display:

Code: A unique editable value assigned by you and used to identify the bar code definition.

Description: The descriptive name for the bar code.

Symbology: Bar code symbology is the mapping system used to translate digits in a bar code into a data value.

Length: The total length of the bar code field.

Type: The label type that the bar code represents, either Item, Weight or Lot.



3. Tap the Refresh button to update the screen data.

4. Tap the New Definition button to begin process to capture data from a scanning device to create a new bar code definition.

5. The Scan from Bluetooth message will display while waiting for the scanning device to send the data.



6. Once the scanned data is received it will compare the newly scanned bar code data to existing bar codes in EWM. If it finds a match you must respond to the Confirm dialog shown below.

Tap Yes to confirm and proceed with a new definition. Tap No to cancel creation of a new definition.

Adding a New Bar Code Definition

Before you begin to add a new barcode you should have information about the bar code definition from the product vendor or manufacturer if you are defining a normal bar code.

Barcode Definition Editor Buttons:

Back - Takes you back to the previous screen.

Save - Saves the new barcode definition in EWM.

Delete - Used to delete old or incorrect barcode definitions.

Cancel - Will stop the current action and will not save the definition or changes.



The Barcode Definition Editor needs the following information to create a new barcode definition:

1. At the top of the screen you will not need to edit Symb or Len because they were captured during the scan:

Code: Enter a unique editable value to be used to identify the barcode definition in EWM.

Symb: Captured when it was scanned, this is the bar code symbology used in the bar code data.

Len: Captured when it was scanned, this value is the total length of the bar code field.

Desc: Enter a descriptive name for the bar code definition.

Type: Select from the menu what type of bar code it is. Options are: Item, Weight or Lot.

Is Metric: Check this box only if the Metric system is used for the weight values such as KG.

The entrée system can automatically convert KG to LB.

Next is a bar code image representing the bar code you just scanned. This image will display where identifiers and values are defined in the bar code definition as you enter their start and end vales.

2. Listed across the screen below the bar code image are menu tabs for the various fields that need to defined in a bar code. These fields are: Item Number, Weight, Serial Number,

Manufacturer ID, Lot Number, Dates, and Associated.

One at a time define each field with a start and end value from the bar code definition information you received from the vendor. The definitions for each field name selected will be displayed in the information box in the lower right section of the screen. The screen for each menu tab is displayed below with an explanation.

Bar Code Start / End Buttons:

Use the Clear button to clear the information you entered and begin defining the start and end field values again.

Define Item Number

a. Tap the Item Number button to select it. b. Enter the Start and End values to locate that data in the bar code.

c. Tap the Item Number Identifier button to select it. d. Enter the Start and End values to locate that data in the bar code.



e. Tap the arrow to the right to view the Item Number Type options in the drop down menu.

Select from these options:

Vendor Item Number

Inventory Number

UPC Item Number

It is important to note that defining the "Type" that the item number on the bar code represents, is of key importance for the software to properly match the scanned bar code with the correct item in your entrée inventory file.

If the "Vendor Item Number" is selected (the most common), the EWM software will scan through your inventory file looking at the "Vendor Item Numbers" defined on the Vendor tab of Inventory File

Maintenance. If the item number on the bar code cannot be matched to any of your Vendor Item

Numbers, the scanning process will fail.

If the "Inventory Number" is selected (used commonly when an entrée distributor is also the manufacturer of the item, or you have based your Item Numbers on the Vendor Item Number when defining Inventory File Maintenance), the EWM software will scan through your inventory file looking at the "Item Number" defined in Inventory File Maintenance. If the item number on the bar code cannot be matched to any of your Item Numbers, the scanning process will fail.

If the "UPC Item Number" is selected, the EWM software will scan through your inventory file looking at the "UPC Code" defined in Inventory File Maintenance. If the item number on the bar code cannot be matched to any of your UPC Codes, the scanning process will fail.

As you can see in the image above the field you are defining will be highlighted in the bar code image. The screens on different brands of tablets may look different from the images here.

Define Weight

a. Tap the Weight Integer button to select it. b. Enter the Start and End values to locate that data in the bar code.

c. Tap the Weight Decimal button to select it. d. Enter the Start and End values to locate that data in the bar code.

e. Tap the Weight Identifier button to select it. f. Enter the Start and End values to locate that data in the bar code.





Define Serial Number

a. Tap the Serial Number button to select it. b. Enter the Start and End values to locate that data in the bar code.

c. Tap the Serial Number Identifier button to select it. d. Enter the Start and End values to locate that data in the bar code.

69

If a Serial Number is part of the bar code design, it is of great importance that you define it. Why? The Serial Number is a unique identifier per CASE, much like the Serial Number found on TV's, computers, etc. When scanning, the EWM software will record the Serial Number and use that Serial Number on the bar code label to prevent the same CASE from being scanned more than once. This is an effective tool to prevent double scans of the same label so that your invoicing totals and inventory counts are as accurate as possible.

Define Manufacturer ID

a. Tap the Manufacturer ID button to select it. b. Enter the Start and End values to locate that data in the bar code.





Define Lot Number

a. Tap the Lot Number button to select it. b. Enter the Start and End values to locate that data in the bar code.

c. Tap the Lot Number Identifier button to select it. d. Enter the Start and End values to locate that data in the bar code.

71

Define Dates

One at a time define the date and its identifier for the dates present in the specific bar code definition. The dates that can be defined are: Production Date, Packaging Date, Sell-By Date, and

Expiration Date.



Define the Production Date:

a. Tap the Production Date button to select it. b. Enter the Start and End values to locate that data in the bar code.

c. Tap the Production Date Identifier button to select it. d. Enter the Start and End values to locate that data in the bar code.

Define the Packaging Date:

a. Tap the Packaging Date button to select it. b. Enter the Start and End values to locate that data in the bar code.

c. Tap the Packaging Date Identifier button to select it. d. Enter the Start and End values to locate that data in the bar code.

Define the Sell-By Date:

a. Tap the Sell-By Date button to select it. b. Enter the Start and End values to locate that data in the bar code.

c. Tap the Sell-By Date Identifier button to select it. d. Enter the Start and End values to locate that data in the bar code.

Define the Expiration Date:

a. Tap the Expiration Date button to select it. b. Enter the Start and End values to locate that data in the bar code.

c. Tap the Expiration Date Identifier button to select it. d. Enter the Start and End values to locate that data in the bar code.

Defining Associated Bar Code Labels

Some boxes will have multiple bar code labels affixed to them, a master label to identify the item, another label to indicate the weight of the box and maybe a third label to identify the lot number.

When vendors use associated bar code labels on their products for weight and lot number you must create definitions for those bar codes.

You will use the drop down menu options here to connect the associated bar code definitions you have created with the master item bar code definition. All labels on a box must be scanned and defined to create a complete bar code definition for the item.

The master bar code definition for the Item must be defined and saved in EWM before you can define an associate Weight or Lot Number bar code to the master Item definition.



Define the Associated Lot Number Bar Codes:

Tap Unassigned if there is no associated bar code definition for this definition.

Tap a defined Lot Number type bar code in the drop down menu that is associated with the

Item bar code being defined.

Define the Associated Weight Bar Codes:

Tap Unassigned if there is no associated bar code definition for this definition.

Tap a defined Weight type bar code in the drop down menu that is associated with the Item bar code as seen in the image below.


Chapter 10

Barcode Definition

Diagnostics


Barcode Definition Diagnostics 75

10 Barcode Definition Diagnostics

This feature in EWM can confirm that you have a bar code setup correctly or diagnose problems with your bar code definitions by capturing and translating the scanned data from bar code labels and providing information about the problems with the bar code.

Follow these steps to diagnose a bar code definition problem or confirm that a bar code definition is correctly defined:

1. Tap the Barcode Definition Diagnostics option in the main EWM menu.

2. You will then be prompted at the top of the screen with a "SCAN BARCODE NOW" message.

3. At this time you will use the Bluetooth scanning device paired with your tablet to scan the suspect barcode.

4. Once the application has found the barcode and completed its evaluation the Diagnostic

Results will be displayed on the screen.



If a barcode is not found a "ITEM NOT FOUND" message will be displayed. Tap OK. This message means that you probably need to create a new barcode definition to add it to the EWM application.


Barcode Definition Diagnostics 77

If the barcode is found and evaluated the number of definition matches found will be displayed followed by the diagnosis results. Drag up to scroll down the screen to see the completed diagnostics list with the match information at the end.

The top half of the screen will display the Item Details for the inventory item that the barcode represents in the main entrée system.

This information includes:

Item Number

Item Description

Brand Name

Class and all Inventory Details

Tap the Purchases button to see PO information for the item.

Tap Clear to remove the current information from the screen.

In the lower half of the screen the Diagnostic Results Summary report is displayed.

You will have to drag up on the bottom section of the screen to page through the full report.

The Summary section includes:

Type - Barcode type

Length of scanned data

Bar Code data

How many barcode matches were found.

Any problems with the scanned barcode will be listed in this section in red text.

Drag up to scroll down the tablet screen to see the complete diagnostics list with the match information at the end in green text.


Chapter 11

Common Features


Common Features 79

11 Common Features

The Common Features chapter will provide you with an overview of some features that are found in many screens in EWM.

Topics covered in this chapter are:

Item Information Panel Setup ,

Buttons

,

Number Touch

Keypad Tools

and

Item Display Control buttons

.

11.1

Item Information Panel Setup

The Item Information Panel at the bottom of the screen displays the selected item's information from the entrée system Inventory file. This information may include an item image, if it is part of the entrée item record. You may want to customize what is displayed in this area of the screen using the wrench Tool icon before you begin using EWM.

When you tap the item image on the left the Item Details screen will be displayed.

How to Customize the Information Panel

1. Tap the Tool icon to open the

Information Panel Setup tool to change

the data that is displayed in the bottom section of the screen.



2. Tap the Select Column To Add arrow to view the columns that are not currently displayed in the

Information Panel.

3. Then tap the desired column in the list to add it to the panel.

4. Then tap the Apply button in the

Information Panel Setup dialog to save your changes.

Delete a Column From the Information Panel

1. Tap the column and drag it to the Drop here

to remove area.

2. Tap Apply to save your changes.

80


Common Features

11.2

Buttons

Common Screen Buttons


Save - Saves the current change.

Delete - Removes old or incorrect barcode definitions.

Refresh - Tap to update the data in the screen.

Clear - Tap to remove the current information from the text box, dialog or screen.

Cancel - Aborts the current activity without saving changes.

81

Line Item Display Control Buttons

You will find that Item Display Control buttons will be used to control the display of the items on many EWM screens. Item information from the entrée Inventory File Maintenance, Temperature

Zone, Unit of Measure (UOM), and Weight Information, are used to categorize items along with the designation of Add-On.

All - Show all items on the invoice.

Dry - Show only items with a Dry Temperature Zone.

Frozen - Show only items with a Frozen Temperature Zone.

Refrigerated - Show only items with a Refrigerated Temperature Zone.

Cooler - Show only items with a Cooler Temperature Zone.

Add-Ons - Show only items that are invoice Add-Ons.

Case Only - Show only items with a UOM of Case.

Non-Case Only - Show only items with UOMs that are not Case.

Catchweights - Show only items with Catchweights.



11.3

Number Touch Keypad Tools

The same tools will be available in the number touch keypad in many EWM screens.

82

Enter - The green left arrow key saves the current value and move the cursor to the next red box or back to the item list.

Clear - Resets the value to zeros.

Print Item Label - Tap to print one label for the currently selected case or item.

Print Case Labels - Tap to print one label for each case on the line item.

Scale Weight - Captures weight for Catchweight / LB. items from a Bluetooth Scale.

Scale Disabled - When no Bluetooth Scale is enabled the button will be .

Substitute Item - Tap to open the


dialog.

This tool is used to replace an item in the order with a defined substitute in the main entrée system Inventory File Maintenance or enter an item number to manually provide a substitute item.

See the


topic starting on page 95, to find out how it works and permissions that are required.

See

Add Substitute Items in entrée

on page 15 to learn how to add substitute items to a

line item in the entrée Inventory File.


Chapter 12

Loading Sheets



12 Loading Sheets

The Loading Sheets screen will display all the unassigned loading sheets for the Delivery Date from the main menu screen. Use to drop down arrow to open the calendar tool to change the

Delivery Date if you are not working with the current date which is the default date.

The main menu screen will display how many loading sheets have not been picked for the

Delivery Date in

(red text)

as shown below.

Routes & Loading Sheets

Once you tap the Loading Sheets option in the main menu the Route Loading Sheets screen will display with a list of the loading sheets for each route for that date.

Routes are defined and maintained in the main entrée system Assign Routes Utility. Customers are assigned their route in Customer File Maintenance in the Routes tab.

Each route will have a truck with the number of loading sheets indicated for the Delivery Date and a color representing it. The truck colors will indicate the status and number of printed invoices for each route.

Index of Route Truck Colors:

Blue - The currently selected route.

Green - The number of printed invoices for the route are between zero - 33%.

Yellow - The number of printed invoices for the route are between 34% - 66%.

Orange - The number of printed invoices for the route are between 67% - 99%.

Red - All invoices for the route have been printed - there is nothing to pick.


Tap a truck to select the route and the truck turns blue.

Loading Sheets 85

Then tap a loading sheet in that route to open it.

You will then be brought to the

Loading Sheet detail

screen to continue processing the loading sheet.

Once you select a loading sheet it will be locked. This means no other person can update the loading sheet until you tap Hold or

Finish to release it. This includes other EWM users and users in the office via the main

entrée system "Change Invoice" option.

In EWM you will see this message if the invoice you are trying to load is already opened.

12.1

Loading Sheet Processing

Overview

When a loading sheet is tapped it opens and displays all the items in the invoice. In this screen you can:

Enter Shipped Quantities

Enter Weights

View Comments

Substitute Items

Sort Line Items

Immediately Print Labels Per Line Item:

One label for the current case.

One label for each case of the line item.

Print Labels for the entire loading sheet in one tap.

Finish



The 3 Sections of the Loading Sheet Screen

The top section is the Invoice / Account information, below that section are the Item Display

Control buttons.

Back - This button takes you back to the previous screen.

In the middle of the screen is the Invoice Items section which lists all the items ordered on the

Invoice. Tap the screen and drag up to scroll down to view the complete list of items.

Tap any column heading to sort the line items by that column. Tap the same column a second time to change the sort order from ascending to descending.

At the bottom of this section are the Total Picked and Total Weight values for the loading sheet.

The bottom section of the loading sheet screen has the Item

Information Panel which displays the details about the currently selected item.

To get instructions on how to customized it to suit your needs see the

Item Information Panel

Setup

section on page 79 of this guide.

At the very bottom of the screen are the buttons you will use to process the loading sheet, Print

Labels, Hold and Finish.

Invoice / Account Section

The top of the screen shows the account information for the invoice. This information includes:

Invoice #, Revision number, Invoice Date, Route, Stop, Comments, Ship To, Contact and Phone number.



Viewing Comments: If there is a comment on the order View Comment will be displayed in the Comment field.

Tap View Comment to open the comment display box seen in the image below. Tap Close in the display box to return to the loading sheet.

Item Display Controls

See page 81 the

Buttons

section of

Common Features

, for details about the use of these

buttons. These button control what items are displayed on the screen. So if you need to work with Frozen foods just tap it and only those items will display.



Invoice Items Section

This section of the screen will list all the items on the invoice, in the default order your printed

Loading Sheets normally sort by.

The columns in the Invoice Details section: #, Item Number, Quantity Ordered, Quantity Shipped,

Picked, UOM, Item Description, Pack, and Warehouse Location. Tap any column heading to sort the line items by that column. Tap the same column a second time to change the sort order from ascending to descending.

Here you will enter weights for Catchweight / LB. items and update the value for the Picked field.

You can also view the item details, view purchase history and perform item substitutions in this section.

Item Substitutions

You can also perform an

Item Substitution which is used to replace an item in the

loading sheet with another item from Inventory. The use of

Item Substitution is covered

in the next section of this chapter on page 95.



Sorting Line Items

Tap any column header in the Loading Sheet screen and the up/down arrow will display in the header column and reveal the sort direction. Tap the column header again to change the sort direction. In this example we are sorting by Description. The sort direction arrow is outlined in red.

Viewing Item Details & Purchase History

If you double tap a line item listed in the loading sheet the item details screen will be displayed.

Tap the Back button to return to the Loading

Sheet screen.

At the bottom of the Item

Details screen is the

Purchases button.



When you tap the Purchases button in the Item Details screen the purchase order history data for that line item is displayed.


Loading Sheets

Enter Catchweight Values

In the example here there are 2 cases to enter weight values for. Here is how it works:

1. Tap the red weight entry box and the number touch keypad will open.

91

Highlighted in

red

are the weight entry boxes and Picked column that need values.

Data entry boxes will turn yellow when they are being edited and white once the data is entered.

The black arrowhead on the touch keypad above will point to the data entry area being edited.

2. Use the number touch keypad to enter the weight values using either the Tap & Enter

Method for each case or capture the values from a Bluetooth Scale using the Scale Method.

Both weight entry methods including label printing options are described below in the Catchweight / LB. Entry Methods section below.

See page 82 the

Number Touch Keypad Tools

section of

Common Features

, to learn

more about the use of the number touch keypad tools pictured below.

3. To immediately print your label use the number touch keypad tools: a. Tap to print a single label for the currently selected case.

b. Or tap to print a label for each case on the line item.



Catchweight / LB. Data Entry Methods

Tap & Enter Method - a. Tap the red weight entry box and use the number touch keypad to tap in the value. b. Then tap the green Enter key to move to the next red weight box and tap in the numbers to enter the next weight value. c. Continue this process until all the weight values are entered for the item.

Scale Method - a. Tap the red weight entry box. Put the item case to be weighed on your Bluetooth Scale. b. Then tap the Scale button a. The scale weight will now display on your tablet in a pop-up window with number touch keypad tools.

b. Follow the message displayed and

"Place the item

to be weighted

on the scale." c. Once the weight value is displayed tap the green Enter key to accept the scale value.

to begin the weight capture from the Bluetooth Scale.

f. Tap the next red weight entry box. g. To immediately print your labels use the number touch keypad tools. h. Continue this process until all the weight values are captured from the Bluetooth Scale.



Enter Item Picked Values

Once weights have been entered for all your Catchweight / LB. items then the Picked column will highlighted in red so you can enter / update the Picked value.

Items that do not require weight values will have just a red Picked data entry box for you to enter the number picked.

1. Tap the red Picked data entry box.

2. Use the pop-up number touch keypad to tap in the value for the Picked column.

3. To immediately print your label use the touch keypad tools:

a. Tap to print a single label for the currently selected case.

b. Or tap to print a label for each case on the line item.

If you want to quickly see the items that have not been picked yet, tap the "Picked" column header. This will sort the items by picked quantity bringing all the zero quantity items to the top. Otherwise you must scroll through all the line items on the screen to find any red boxes in the picked column.

Loading Sheet Processing Buttons

Print Labels: Tap to print all the labels associated with the loading sheet.

Hold: Tap to save all data entered and release the current loading sheet. You will return to the

Route Loading Sheets

screen. You can come back later to complete the work on the loading

sheet.

Finish: Tap to save any changes, update the main entrée system and normally you will print the final invoice.

The next topic is an overview of the Finish Process for Loading Sheets.



Finish Process for Loading Sheets

1. Once you have completed the process of entering values for all the catchweights and picked columns you will see the final Total Picked and Total Weight values for the invoice displayed.

2. Tap the Finish button at the bottom of the Loading Sheet screen and the Finished Picking? dialog box will display.

3. Tap No to return to the loading sheet screen or tap Yes to proceed with the Finish process.

4. If you tap Yes the Print... dialog box will display (left). Tap the check marks to select what you would like printed, Labels and/or Invoice (right). If you tap the Do Not Print button it will abort the print process.

5. Tap the Print Selected button to proceed with printing the Invoices and Labels to the printers assigned for them in the Printers tab of System Preferences in entrée.



If there is a problem with printing you may see an error message like this one display.

Please check the Printers tab of System

Preferences in entrée to be sure a default printer has been assigned to the Invoice option.

12.2

Item Substitutions entrée Item Substitution Settings

There are occasions when an item substitution is needed in a Loading Sheet. For a warehouse operator to perform item substitutions they must have the proper authorization setting on their User

Account.

When there is a difference in Unit Price between the original item and the substituted item the default behavior in the entrée system is to retain the Unit Price on the Invoice for the original item.

We added entrée System Option #176, "Recalculate Unit Price when applying an item substitution", can be enabled to recalculate the unit price on the invoice based on the substituted

item. See the


section on page 12 for more information.

User Accounts

Warehouse employees who you want authorized to perform manual item substitutions must have option

# 103 in their User Account Settings list enabled to be able to use the

Item Substitution feature in EWM.

See the

entrée Settings &

Dashboard

chapter page 9 for

details on entrée User Account creation and Settings.



Inventory File Maintenance Substitute Items

You can facilitate manual item substitution in the warehouse by setting up substitute items in the

entrée system.

In the Inventory File on the

Misc1 tab you can add substitutions for line items

(outlined in red below).

See the

Adding

Substitute Items in entrée

topic on page 15

for instructions.

The defined substitute items will be listed in the

EWM item substitution process for you to select from when processing loading sheets.

When you configure EWM in entrée System Preferences you will set these options related to item substitution. See the


on page 12 for information.

How to Use Item Substitution

1. Tap the Sub button in the pop-up number keypad.

2. EWM will search for and display any substitute items for the item in the Item Substitution dialog box.

3. If you have a defined item substitutes in entrée they will be listed. If you do not have substitutes defined proceed to the Using the Lookup Process for Item Substitution section later in this section.

4. Tap an item in the list to select it.

5. Tap the Substitute button and the manual item substitution is done. Tap Cancel to abort the item substitution process.

6. If no substitute items were added to the item in the main entrée system then the "No

substitution items found" message will be displayed.



7. Your only option now is to enter an item number and use the Lookup process to find a substitute item.

To use the Lookup process you must know the item number for the substitute item.

Using the Lookup Process for Item Substitution

1. For the line item that needs a substitute item tap the picked or weight entry box to open the number touch keypad.

2. Tap the Sub button and the Item Substitution dialog will open.

3. You must know the item number that will be used as the substitute. Tap the Item # Lookup text box area.

4. Use the number touch keypad to enter the item number for the substitute.

5. Tap the Lookup button.

6. The information about the substitute item will be displayed as seen in the image below.



7. Tap the item substitute in the list.

How is the change in Unit Price handled when an item substitution is made?

8. Tap the Substitute button and you will be returned to the Loading Sheet screen with the substitute item now displayed.

98

9. If the "Automatically add manual items substitutions to the substituted items list" auto

save feature has been turned on in entrée, see the


section on page 12, then the substitute item number will be automatically saved and appear list the next time the item needs a substitute.


Chapter 13

Pick List



13 Pick List

Pick List Route Selection

The Pick List menu option will first open the Routes for dialog box for the selected Delivery

Date. It will be displayed in a pop-up window with trucks representing each of your routes. Route trucks will be color coded. See the Index of Route Truck Colors below for details.

Tap a Route truck in the Routes for dialog box to open that route in the

Pick List screen.

If you tap Cancel here it will bring you back to the

EWM main menu.

Index of Route Truck Colors:

Blue - The currently selected route.

Green - The number of printed invoices for the route are between zero - 33%.

Yellow - The number of printed invoices for the route are between 34% - 66%.

Orange - The number of printed invoices for the route are between 67% - 99%.

Red - All invoices for the route have been printed - there is nothing to pick.


Pick List Screen Overview

Pick List 101

Route Section

Once you select a route the Route truck will be displayed at the top of the Pick List screen identifying the route you are working on.

Buttons:


Refresh - Tap to update the route's item data in the screen.

Change Route - Tap to display the Routes for dialog box to select a different route.




See page 81 the

Buttons

section of

Common Features

, for details about the use of these

buttons. Use these button to control the items that are displayed on the screen.

102

Pick List Items Section

The Pick List Items section is used as a checklist to organize the items required for the route delivery.

The quantities in this section are the TOTAL amount needed for the route. This is the same concept used in the main entrée system "Pick List" report.

You can control what items are viewed by using the Item Display Control buttons above. In the example below the Frozen button was tapped. Now only items designated frozen in the

entrée system Inventory file are being displayed in the pick list.

Once a line item is picked tap the red box to mark it. A green box and green check mark will display to indicate this item is ready.


Pick List 103

Item Information Panel

Just above the Invoices Required section is the Item Information Panel which displays the details about the currently selected item.

To get instructions on how to customized it to suit your needs see page 79 the

Item Information

Panel Setup

section of the

Common Features

chapter this guide.

Invoice Detail Section

At the bottom of the screen is the Invoices Requiring Item information panel. The Item Details section can be opened or hidden as you require using the button at the bottom of the screen.

When a line item in the pick list section is tapped the Invoices requiring item section will list the invoices on the route that require that item.

To view a list of invoices requiring the selected line item just tap the Open Invoice Detail button at the bottom of the Pick List screen.

To increase the number of line items displayed on the screen tap the Hide Invoice Detail button at the bottom of the Pick List screen.

The image here shows the Pick List screen with the Invoice Detail section hidden.


Chapter 14

Purchase Order Receiving


Purchase Order Receiving 105

14 Purchase Order Receiving

The Purchase Order Receiving option in the main menu is used to view and process open purchase orders when the product is delivered to the warehouse. This feature works in conjunction with the main entrée system Inventory menu "Receive by" options. EWM will provide entrée with the Quantity, Cases, Non-Case items and Weight received for products on open purchase orders.

Buttons:


Refresh - Tap to update the data in the screen.

When the first Purchase Order Receiving screen opens you will see:

Each truck on the left will represent each vendor's and their open purchase orders. The selected truck will be the color blue and unselected trucks are colored red .

The top truck will be selected with the open purchase orders for that vendor displayed in the purchase order section of the screen.

The Show value will default to All, so all open purchase orders will be displayed.

The Delivery

Date from the main menu screen will populate the dates in the

Show section at the bottom of the screen.



Using the Show Section Tools

Use the Show options and calendar tool at the bottom of the screen to customize your view of open purchase orders.

Tap All to see all your open purchase orders. This is the screen default.

Tap Today to see only the open purchase orders for the current date.

Tap Range and use the calendar tool to select your start and end dates to focus on a date range.

No Purchase Orders Message

If there are no open purchase orders for a selected date or date range then the "No Purchase

Orders" at the top of the screen will display in the title bar at the top and "No open Purchase

Orders are available for the selection criteria" will display on the side where trucks are normally shown.

Select All for the Show option or change your date values to see your open purchase orders.

Selecting Purchase Orders for Processing

Tap the desired Purchase Order in the screen to begin processing your Purchase Order

Receiving.

The next topic is

Purchase Order Processing where receiving information is entered in

EWM.



14.1

P.O. Receiving Processing

Overview

When a purchase order is tapped it opens and displays all the items in the purchase order for processing receiving. In this screen you will enter the Quantity Received and Weight Received values per item using the number touch keypad. These values will then update the main entrée system Inventory File.

The 3 Sections of the P.O. Receiving Processing Screen

The top section has the Purchase Order / Vendor information with the Item Display Control buttons below.

Back - This button at the top of the screen takes you back to the previous screen.

In the middle section of the screen is the Purchase Order Item Detail section which lists all the items ordered on the selected purchase order. Tap the screen and drag up to scroll down to view the complete list of items purchased. In the bottom of this section the Case Ordered,



Case Open, Case Received, Weight Ordered and Weight Received values are displayed.

The Item Information Panel is in the bottom section of the screen and displays the details about the currently selected line item.

To get instructions on how to customized it to suit your needs see page 79 the

Item Information

Panel Setup

section of the

Common Features

chapter this guide.

At the very bottom of the screen are the buttons you will use to process the purchase order,

Hold, Finish and Receive All.

Purchase Order / Vendor Section

Vendor - The vendor company name, address and contact information as defined in the main entrée system in Vendor File Maintenance.

P.O. # - The P.O. numbers assigned in the main entree system when the purchase order was created.

P.O. Date - The date the purchase order was created.

Req Date - Required date is the date the product should be received.

Comments - The comment added to the purchase order to be sent to the vendor. Tap

View

Comment when it is in this field to open the comment display box. It works the same as the

Loading Sheet comment display.

Ref - The Reference field is used to a brief description of the transaction, users initials or an invoice number.


See page 81 the

Buttons

section of the

Common Features

chapter for details about the use of

these buttons. These button control what items are displayed on the screen. So if you need to receive Frozen foods just tap it and only those items will display.



Purchase Order Item Detail Section

This section of the screen will list all the items on the purchase order. The columns in this section: #, Item Number, Quantity Open, Quantity Received, Weight Open, Weight Received,

UOM, and Item Description.

Here you will enter the Quantity Received and Weight Received values per item using the number touch keypad. You can also view the item details and view purchase history in this section.

Sorting Line Items

Tap any column header in the Purchase Order Receiving screen and the up/down arrow will display in the header column and reveal the sort direction. Tap the column header again to change the sort direction.

Viewing Item Details & Purchase History

It works the same way you would use it in the loading sheets screen. Double tap a line item listed in the loading sheet the item details screen will be displayed.

At the bottom of the Item Details screen is the Purchases button.

When you tap the Purchases button in the Item Details screen the purchase order history data for that line item is displayed.

Tap the Back button here to return to the Purchase Order Receiving screen.



Enter the Quantity Received Values

The Q.Rec'd column will be highlighted in red so you can enter the Quantity Received value for that item on the purchase order.

1. Tap the red Q.Rec'd data entry box.

2. Use the pop-up number touch keypad to tap in the value for the

Q.Rec'd column.

Enter the Weight Received Values

The W.Rec'd column will be highlighted in red so you can enter the total Weight Received value for that item on the purchase order.

1. Tap the red W.Rec'd data entry box.

2. Use the pop-up number touch keypad to tap in the value for the total

W.Rec'd for the item in the column.

In the bottom of this section the Case Ordered, Case Open, Case Received, Weight

Ordered and Weight Received values are displayed. As each line item in the selected purchase order is updated the Wgt.Rec and Case.Rec values will change. In the example below the W.Rec'd value of 20 entered is reflected in the Wgt.Rec value below.



P.O. Receiving Processing Buttons

Hold: Tap to release the current purchase order and return to the main

Purchase Order

Receiving

screen. You can come back later to complete the work on the purchase order.

Finish: Tap to save any changes in the main entrée system and move the purchase order to the next step in processing.

Receive All: Tap to receive all items on the purchase order.


Chapter 15

Sign Out


15 Sign Out

Tap the Sign Out option in the main menu to exit the EWM application on your tablet.

Sign Out 113

That will bring you back to the EWM application Sign In screen on your tablet.


Chapter 16

GS1 Bar Code Glossary


GS1 Bar Code Glossary 115

16 GS1 Bar Code Glossary

This section will provide you with definitions of terms and information about the use and locations of Identifiers and their related data on GS1 labels.

1.

Associated Weight Bar Code - A bar code label only for Weight data.

2.

Associated Lot Number Bar Code - A bar code label only for Lot Number data.

3.

Bar Code Label Types:

Item Label is used for item identification data and may contain weight data.

Weight Label is used for weight data only and is paired with an item label.

Lot Label is used for lot data only and is paired with an item label.

4.

Expiration Date - The Expiration Date is a 6 digit numeric value with the format YYMMDD.

5.

Expiration Date Identifier - The Expiration Date Identifier in the GS1 Bar Code is enclosed in parenthesis with the value (17) preceding the Expiration Date data.

6.

Global Trade Item Number (GTIN) - A numerical value used to uniquely identify a trade Item.

A trade Item is any trade Item (trade Item or service) upon which there is a need to retrieve pre-defined information and that may be priced, ordered, or invoiced at any point in any supply chain. GTIN is one of the keys of the EAN·UCC System.

7.

Global Trade Item Number (GTIN) Identifier - A format for a GTIN-8, GTIN-12, or GTIN-13 used when a GTIN application requires a fixed field length, for example, when a GTIN-13 is encoded in GS1-128 Symbology using the Application Identifier (01).

8.

GTIN 13 - The 13-digit GS1 Identification Key composed of a GS1 Company Prefix, Item

Reference, and Check Digit used to identify trade items using the Application Identifier (01).

9.

Item Number - The Item Number is a unique alphanumeric field up to 8 digits long assigned to an item in the entrée inventory file.

10. Item Number Identifier - The Item Number Identifier in the GS1 Bar Code is enclosed in parenthesis with the value (01) preceding the Item Number data.

11. Lot Number - The Lot Number field is a unique alphanumeric field up to 20 digits long assigned to items tracked by lot when they are received. entrée.UPC identifies the Lot Number for the item as the Production Date

12. Lot Number Identifier - The Lot Number Identifier in the GS1 Bar Code is enclosed in parenthesis with the value (10) or (23) preceding the Lot Number data.

13. Manufacturer ID - The Manufacturer ID number is a unique alphanumeric field up to six digits long assigned to a Manufacturer in the entrée manufacturer file. One simple format of a

Manufacturer ID number that can be used has the 3 letters from the manufacturer’s name, followed by a 3 digit numeric code.

14. Packaging Date - The Packaging Date has a 6 digit numeric value with the format YYMMDD.

15. Packaging Date Identifier - The Production Date Identifier in the GS1 Bar Code is enclosed in parenthesis with the value (13) preceding the Packaging Date data.

16. Production Date - The Production Date has a 6 digit numeric value with the format

YYMMDD. entrée.UPC identifies the Lot Number for the item as the Production Date



17. Production Date Identifier - The Production Date Identifier in the GS1 Bar Code is enclosed in parenthesis with the value (11) preceding the Production Date data.

18. Sell-By Date - The Sell-By date is a 6 digit numeric value with the format YYMMDD.

19. Sell-By Date Identifier - The Sell-By Date Identifier in the GS1 Bar Code is enclosed in parenthesis with the value (15) preceding the Sell-By Date data.

20. Serial Number - The Serial Number is a unique alphanumeric field up to 20 digits long assigned for identification.

21. Serial Number Identifier - The Serial Number Identifier in the GS1 Bar Code is enclosed in parenthesis with the value (21) preceding the Serial Number data.

22. Weight Decimal - The numeric values to the right of the decimal point in the weight field indicating the partial pound or kilogram for the weight data.

23. Weight Integer - The numeric values to the left of the decimal point indicating the number of whole pounds or kilograms for the weight data.

24. Weight Identifiers - The identifiers used for weight data in the GS1 Bar Code are:

Net Weight Kilograms is enclosed in parenthesis with the value (310x), where x is the number of decimal places in the weight, preceding the weight data.

Gross Weight Kilograms is enclosed in parenthesis with the value (330x), where x is the number of decimal places in the weight, preceding the weight data.

Net Weight Pounds is enclosed in parenthesis with the value (320x), where x is the number of decimal places in the weight, preceding the weight data.

Gross Weight Pounds is enclosed in parenthesis with the value (340x), where x is the number of decimal places in the weight, preceding the weight data.


GS1 Bar Code Glossary 117


118 Electronic Warehouse Manager System Guide

Index

Add New Bar Code Definition 63

Scanning the Bar code 63

- D -

Delivery Date 43

- A -

Access the Android OS Settings screen 46

Adding Substitute Items in entrée 15

Android Icons

Back 27

Battery Status 27

Bluetooth Connection Status 27

Downloads 27

Home 27

Network Strength 27

Recent App 27

Settings 27

Assign Usernames & Passwords for EWM 7

Associate Bar Codes

Lot Number Bar Codes 63

Weight Bar Codes 63

- B -

Bar Code Symbologies Supported by EWM 56

Barcode Definition Diagnostics

Confirm Bar Code Definition 75

Diagnose Bar Code Problem 75

Barcode Definition Manager

About Scanning Devices 56 entrée User Accounts Required 56

Supported Bar Code Symbologies list 56

Barcode Scanning Device Setup

Configuring your barcode scanner 23

Bluetooth Options 4

Bluetooth Setup

Access the Android OS Settings screen 46

Adding Barcode Scanners & Scales 46

Adding Bluetooth Devices & Drivers 46

Buttons

Commonn screen buttons 81

Item Display Controls 81

- E -

Entering Catchweights

Bluetooth Scale 85

Scale Method 85

Tap & Enter Method 85 entrée System

Adding Substitute Items in IFM 15

Assign Usernames & Passwords 7

Configure entrée System Options for EWM 12

IFM Misc1 Tab Substitute Items 15

Inventory File Maintenance Substitute Items 15

Product Recall Report 20

Reports 20

Security Management Assign Username and

Password 6

Security Management Password Options 6

System Option 176 for Item Substitutions and Unit

Price 12

Update User Account Settings 9

User Account Settings 6

Warehouse Manager Dashboard 16

EWM Application Updates 35

Ewm Icons

Bluetooth Connection Status 27

Bluetooth Scale Status 27

Bluetooth Scanner Status 27

EWM Tablet Installation

Installing the EWM Application 35

Setting Server IP Address 35

- F -

Finish Process for Loading Sheets 85

- C -

Common Features 79

Configure entrée System Options for EWM 12

Creating Bar Code Definitions

- G -

General Features 2

GS1 Bar Code Glossary 115

GS1 Bar Code Standard

Application Identifiers 57

© 2012 NECS, Inc. All Rights Reserved.

GS1 Bar Code Standard

Date Values 57

GS1 Data Values 57

- I -

Information Panel Setup 79

Introduction 2

Item Substitutions 95

- L -

Label Printing 54

Launch Control Panel 54

Loading Sheets

Enter Picked Value 85

Entering Catchweights 85 entrée User Account Settings Required 95

Finish button 85

Finish Process for Loading Sheets 85

Hold button 85

Hot Tip for Picked Items 85

Item Substitutions 95

Line Item Display Controls 85

Lookup Substitutions 95

Overview 84

Print Labels button 85

Printing labels 85

View Item Details 85

View Purchase History 85

- N -

Normal Bar Codes

Manufacturer bar code break down. 57

- P -

P.O. Receiving Processing

Entering Quantity Received 107

Entering Weights Received 107

Purchase Order / Vendor Account 107

Purchase Order Item Detail 107

View Purchase Order Details 107

Pick List

Hide Invoice Detail 100

Item Display Controls 100

Open Invoice Detail 100

Index

119

Pick List Overview 100

Route Selection 100

Purchase Order Receiving

No Purchase Orders Message 105

Selecting Purchase Orders for Processing 105

Show display options 105

- S -

Settings

Label Printing 54

Launch Control Panel 54

Sign Out 113

Sign-In

Delivery Date 43

- T -

Tablet Setup

Allow Software from Unknown Sources 27

Connecting your tablet to your local wireless newtork. 27

Tablet Status & Menu Bars 27

WiFi Connections Setup 27

Technical Specifications 4

- U -

Update User Account Settings for EWM 9

- W -

Warehouse Manager Dashboard

Column Selection Tool 16

Information Displayed 16

Monitoring Users Activity 16

Viewing Invoices 16

Electronic Warehouse Manager System Guide


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