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Računalniki in elektronika Programska oprema Wasp Barcode Technologies InventoryControl Navodila za uporabo

8.4 Site List Example. Wasp Barcode Technologies InventoryControl

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InventoryControl Printable Help

8.4 Site List Example

The Site List displays all sites you have setup in the system. Note: WaspNest Inventory only allows you to have one site.

The Site List screen allows you to Edit, create New, Copy, Delete, Show, Filter, Export or Print the list of Sites. For detailed information regarding each of these options, refer to the

Working with Lists

topic.

125

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Prenesi

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Chapter 1 - Getting Started

1.3 Using the Sample Company

17

1.4 Set Up Cycle Overview

18

1.5 Step One - Create Users

19

1.6 Step Two - Enter Company Information

19

1.7 Step Three - Define Sites and Locations

19

1.8 Step Four - Add Users

20

1.9 Step Five - Print Location Labels

21

1.10 Step Six - Enter Suppliers

21

1.11 Step Seven - Print the Supplier Report

21

1.12 Step Eight - Create Items

21

1.13 Step Nine - Print Item Labels

22

1.14 Step Ten - Add Inventory

22

1.15 Step Eleven - Print the Inventory by Location Report

23

Chapter 2 - Introductory Materials

24

2.1 Barcode Best Practices

24

2.2 What is a Barcode?

25

2.3 Choosing a Label Printer

26

2.4 Designing and Labeling Sites and Locations

27

2.4.1 What is a Site?

27

2.4.2 What is a Location?

27

2.4.3 Labeling Sites and Locations

27

2.5 Identifying Tracking Needs

29

2.6 Labeling Items

30

2.7 Using Cost Tracking and Average Costing FAQ

31

2.8 Using Custom Fields

37

2.9 System Administrator Information

39

Chapter 3 - Business Examples

40

3.1 About Our Business Examples

40

3.2 Business Example Overviews

40

3.3 Setting Up Security Privileges Business Example

42

3.4 Setting Up Sites and Locations Business Examples

45

3.5 Setting Up Suppliers Business Examples

47

3.6 Entering Items Business Examples

48

Chapter 4 - PC Operation Basics

49

4.1 User Log On

49

4.2 About the About Screen

51

4.3 Main Screen

53

4.3.1 Section A: Toolbar

54

4.3.2 Section B: Left-Hand Navigation

54

4.3.3 Section C: Main Functions

55

4.3.4 Section D: Context-Sensitive Menus

55

4.5 Update License Screen

58

4.6 Selecting Sites

60

4.6.1 How to Select Sites

60

4.6.2 Source and Destination Examples

61

4.7 Logging Out

63

4.8 Checking for Software Updates

64

4.8.1 Disabling the Automatic Version Check Feature

64

4.8.2 Performing a Manual Check

65

4.9 Item Stock Level List Screen

Chapter 5 - Creating New Data

70

5.1 Creating a New Site

70

5.2 Creating New Customers

72

5.3 Creating New Inventory and Non-Inventory Items

75

5.3.1 Accessing the Create New Item Screen

76

5.3.2 General Information Tab

77

5.3.3 Location Settings Tab

81

5.3.4 Additional Information Tab

83

5.3.5 Manage Suppliers Tab

85

5.3.6 Custom Text and Custom Numbers and Dates Tab

87

5.3.7 Saving the New Item

87

5.6 Automatic Serial Numbers

88

5.7 Creating New Locations

89

5.8 Creating New Manufacturers

91

5.8 Creating New Suppliers

95

Chapter 6 - Editing Data

99

6.1 Editing Items

99

6.2. Editing Assembly Items

99

6.3 Editing Kit Items

100

6.4 Editing Sites

100

6.5 Editing Locations (or a Site and Location)

100

6.6 Edit Customer

101

6.7 Editing Suppliers

101

6.8 Editing Manufacturers

101

6.9 Editing Pick Orders

101

6.10 Editing Purchase Orders

102

Chapter 7 - Assembly Items

103

7.1 Assembly Overview

103

7.2 Creating an Assembly Item

104

7.2.1 Accessing the New Assembly Item Screen

105

7.2.2 General Information Tab

106

7.2.3 Location Settings Tab

110

7.2.4 Assembly Tab

112

7.2.5 Additional Information Tab

114

7.2.6 Manage Suppliers Tab

116

7.2.7 Custom Text and Custom Numbers and Dates Tab

117

7.2.8 Saving the New Item

117

7.3 Building Assembly Items

118

7.4 Disassembling Assembly Items

122

Chapter 8 - Using the List Screens

127

8.1 Working with Lists

127

8.1.1 Section A: Toolbar

128

8.1.2 Section B: Contents List

134

8.1.3 Section C: Buttons

136

8.1.4 Context-Sensitive Menus

136

8.2 Item List Example

138

8.3 Inventory List Example

139

8.4 Site List Example

140

8.5 Location List Example

141

8.6 Customer List Example

142

8.7 Manufacturer List

143

8.8 Supplier List

144

8.9 Pick Order List Example

145

8.10 Purchase Order List Example

146

8.11 Transaction List Example

147

Chapter 9 - Inventory

148

9.1 Inventory Menu

148

9.2 Manually Adding Inventory

150

9.3 Removing Inventory

155

9.4 Moving Inventory

159

9.5 Checking In Inventory

163

9.6 Checking Out Inventory

167

9.7 Adjusting Inventory Amounts

171

9.7.1 Adjusting Inventory

171

9.7.2 Duplicate Serial Numbers Warning

175

Chapter 10 - Kit Items

176

10.1 Kitting Overview

176

10.2 Creating a Kit Item

178

10.2.1 Accessing the Create New Items Screen

178

10.2.2 Kit Information Tab

181

10.2.3 Additional Information Tab

183

10.2.4 Custom Text and Custom Numbers and Dates Tab

184

10.2.5 Saving the New Item

184

10.3 Removing Kit Items

185

Chapter 11 - Pick Orders

189

11.1 Pick Order Overview

189

11.2 Creating a Pick Order

190

11.3 Editing Pick Orders

194

11.4 Pick Order List Example

195

11.5 Picking Orders

196

Chapter 12 - Purchase Orders/Receiving

200

12.1 Purchase Orders/Receiving Overview

200

12.2 Creating a New Purchase Order

203

12.3 Editing Purchase Orders

207

12.4 Purchase Order List Example

208

12.5 Receiving Inventory from Purchase Orders

209

12.6 Purchase Order FAQ

213

12.7 Deleting Purchase Orders/Pick Orders

214

12.8 Receive/Pick Menu

215

12.9 Managing Payment Methods

217

12.9.1 Adding Payment Methods

217

12.9.2 Deleting/Printing/Exporting Payment Methods

218

12.10 Managing Shipping Methods

221

12.10.1 Adding Shipping Methods

221

12.10.2 Deleting/Printing/Exporting Ship Methods

222

12.11 Formatting PO and Pick Order Numbers

225

12.12 Email Distribution List

228

Chapter 13 - Creating/Editing/Printing Labels

229

13.1 Selecting a Label Printer

229

13.2 Using the Labels Menu

230

13.2.1 Editing Labels

230

13.2.2 Creating Custom Labels

231

13.2.3 Browsing to an Existing Label

232

13.3 Printing Labels from the List Screens

233

Chapter 14 - Reports

235

14.1 Report Selection

235

14.2 Report Viewer

236

Chapter 15 - Administration

240

15.1 Administration Menu

240

15.2 Company Information Screen

242

15.2.1 Entering Company Information

242

15.2.2 Entering Multiple Address Types

243

15.2.3 Deleting an Address Type

244

15.3 Adding Users/Editing Security Privileges

245

15.3.1 Accessing the Security Privileges Screen

245

15.3.2 Adding Users to the Security Privileges Screen

246

16.3.3 Editing User Profiles on the Security Privileges Screen

248

15.3.4 Making Users Inactive

249

15.3.5 Copying User Security Profiles

249

15.3.6 Security Privileges Definitions

250

15.4 Backing up the Database

251

15.5 Restore the Database

252

15.6 Options Screen

253

15.6.1 Accessing the Options Screen

255

15.6.2 Allow Negative Quantities on Mobile Devices

256

15.6.3 Allow Over Pick

257

15.6.4 Allow Over Receive

257

15.6.5 Automatic Customer Number

257

15.6.6 Automatic Item Numbers

257

15.6.7 Automatic New

257

15.6.8 Automatic Notification of Low Order Items

258

15.6.9 Decimal Places

258

15.6.10 Enforce Date Code as a True Date

258

15.6.11 Item Cost When Add Inventory from Mobile Device

258

15.6.12 Packing Slip for Session

259

15.6.13 Transaction Code List

259

15.6.14 Check for Software Updates

259

15.6.15 Close New Form

259

15.6.16 Edit Field Names

260

15.6.17 Max Row Count

260

15.6.18 Previously Processed Mobile Data

260

15.6.19 Show Cost Information During Receiving

261

15.6.20 Show Warning Messages

261

15.6.21 SQL Server Backup Location

261

15.6.23 Packing Slip CC Emails

262

15.6.24 Pick Order CC Emails

262

15.6.25 Purchase Order CC Emails

262

15.6.26 SMTP Password

15.7 Archiving Transactions

264

15.8 Editing Field Names

265

15.8.1 Editing Field Names

265

15.8.2 Resetting Field Names to their Default Values

267

15.9 Using Custom Fields

268

Chapter 16 - Importing/Exporting

271

16.1 Importing Into the Database

271

16.1.1 Tips for Importing Data

271

16.1.2 How to Import Data

272

16.1.3 Required Import Fields

276

16.1.4 Handling Import Errors

276

16.1.5 Notes on Importing Inventory

277

16.2 Exporting to a Text File

278

16.3 Related Data Fields

282

16.4 Import Specifics

284

16.4.1 Customer Import Format

284

16.4.2 Inventory Import Format

285

16.4.3 Item Import Format

286

16.4.4 Location Table Properties

287

16.4.5 Manufacturer Table Properties

288

16.4.6 Supplier Table Properties

289

16.4.7 Data Type Definitions

290

Chapter 17 - Performing an Audit

293

17.1 Auditing Your Inventory

293

17.2 Audit Flow Overview

294

17.3 Beginning the Audit

294

17.4 Using the Audit Screen

295

17.5 Reviewing the Not Counted Items Report

298

17.6 Reconciling the Counts

298

17.7 Reviewing the Remainder of the Audit Reports

300

17.8 Ending the Audit

300

Chapter 18 - Search Function

301

18.1 Searching for Information

19.1 WDT2200 - Setup the Device

306

19.2 WDT2200 - Creating the PDT Database

309

19.3 WDT2200 - Sending Data to PDT

314

19.4 WDT2200 - Receiving Data from PDT

319

19.5 WDT2200 - Data Cycle

322

19.6 WDT2200 - Logging On

322

19.7 WDT2200 - Resetting the Device

323

19.8 WDT2200 - Setting the Date and Time

325

19.9 WDT2200 - Main Menu

328

19.10 WDT2200 - Interface

329

19.11 WDT2200 - About Screen

330

19.12 WDT2200 - Site Configuration

330

19.13 WDT2200 - Adding Inventory

332

19.14 WDT2200 - Details Screen

340

19.14.1 Viewing Details for Items with Tracked By options disabled

340

19.14.2 Viewing Details for Items with One or More Tracked By Options Enabled

342

19.15 WDT2200 - Adjusting Inventory

344

19.16 WDT2200 - Auditing Inventory

351

19.17 WDT2200 - Moving Inventory

358

19.18 WDT2200 - Removing Inventory

366

19.19 WDT2200 - Removing Kit Items

374

19.20 WDT2200 - Picking Inventory for Orders

382

19.21 WDT2200 - Picking Kit Items

388

19.22 WDT2200 - Receiving Inventory

395

Chapter 20 - Windows Mobile Device

401

20.1 Windows Mobile Device Data Cycle - Batch Device (No Wireless Connection)

401

20.2 Windows Mobile Device Data Cycle - Wireless Connection

401

20.3 Windows Mobile Device - Interface

402

20.4 Windows Mobile Device - Default Settings

404

20.5 Windows Mobile Device - Rebooting

404

20.6 Windows Mobile Device - Enabling the Scanner

404

20.7 Windows Mobile Device - Entering Alphanumeric Data

407

20.8 Setup and Synchronization Information

408

20.8.1 Batch Windows Mobile Device Synchronization

408

20.8.2 Batch Windows Mobile Device - Setup the Mobile Device

409

20.8.3 Batch Windows Mobile Device - Sending the Database from the PC

418

20.8.4 Batch Windows Mobile Device - Retrieving Data from the Device

424

20.8.5 Batch Pending Uploads Screen

426

20.8.6 Batch Mobile Devices Pending Uploads - Edit Transactions

430

20.9 Wireless Devices

433

20.9.1 Windows Mobile Device Wireless Setup

433

20.9.2 Enabling InventoryControl RF to Communicate with your Network Printer

436

20.10 Tips for Setting Up and Using Windows Mobile Devices

441

20.10.1 WDT3200, 3200II, 3250 and 3250II Tips

441

20.10.2 WPA1000 and WPA1000II Tips

444

20.10.3 WDT1200, 1250, 1200II and 1250II

450

20.11 Using InventoryControl and InventoryControl RF

451

20.11.1 Windows Mobile Device - About Screen

451

20.11.2 Windows Mobile Device - Site Configuration

452

20.11.3 Windows Mobile Device - Pinning Fields

453

20.11.4 Windows Mobile Device - Adding New Customers

454

20.11.5 Windows Mobile Device - Adding a New Location

455

20.11.6 Windows Mobile Device - Adding New Suppliers

457

20.11.7 Windows Mobile Device - Adding Inventory

458

20.11.8 Windows Mobile Device - Details Screen

461

20.11.9 Windows Mobile Device - Checking Out Inventory

463

20.11.10 Windows Mobile Device - Checking In Inventory

464

20.11.11 Windows Mobile Device - Moving Inventory

465

20.11.12 Windows Mobile Device - Removing Inventory

468

20.11.13 Windows Mobile Device - Removing a Kit Item

473

20.11.14 Windows Mobile Device - Receiving Inventory

476

20.11.15 Windows Mobile Device - Picking Items for Orders

480

20.11.16 Windows Mobile Device - Picking Kit Items

483

20.11.17 Windows Mobile Device - Adjusting Inventory Quantities

488

20.11.18 Windows Mobile Device - Auditing Inventory

492

20.11.19 Windows Mobile Device - Searching for Information

497

20.12 Windows Mobile Device Troubleshooting

500

Chapter 21 - Glossary

507

Index

510

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