InventoryControl Printable Help
Copyright © 2011 Wasp Barcode Technologies th 1400 10 St. Plano, TX 75074 All Rights Reserved STATEMENTS IN THIS DOCUMENT REGARDING THIRD PARTY PRODUCTS OR SERVICES ARE BASED ON INFORMATION MADE AVAILABLE BY THIRD PARTIES. WASP BARCODE TECHNOLOGIES AND ITS AFFILIATES ARE NOT THE SOURCE OF SUCH INFORMATION. THE INFORMATION IN THIS DOCUMENT IS SUBJECT TO CHANGE WITHOUT NOTICE.
Table of Contents Chapter 1 - Getting Started ........................................................................................................................... 1 1.1 Introduction.......................................................................................................................................... 1 1.2 User Log On ........................................................................................................................................ 1 1.
2.5 Identifying Tracking Needs................................................................................................................ 14 2.6 Labeling Items ................................................................................................................................... 15 2.7 Using Cost Tracking and Average Costing FAQ............................................................................... 16 2.8 Using Custom Fields ..........................................................
4.8 Checking for Software Updates......................................................................................................... 49 4.8.1 Disabling the Automatic Version Check Feature: ....................................................................... 49 4.8.2 Performing a Manual Check: ...................................................................................................... 50 4.9 Item Stock Level List Screen.......................................................................
.4 Editing Sites....................................................................................................................................... 85 6.5 Editing Locations (or a Site and Location)......................................................................................... 85 6.6 Edit Customer.................................................................................................................................... 86 6.7 Editing Suppliers...........................................
8.1.4 Context-Sensitive Menus:......................................................................................................... 121 8.2 Item List Example ............................................................................................................................ 123 8.3 Inventory List Example .................................................................................................................... 124 8.4 Site List Example....................................................
10.2.2 Kit Information Tab: ................................................................................................................ 166 10.2.3 Additional Information Tab:..................................................................................................... 168 10.2.4 Custom Text and Custom Numbers and Dates Tab:.............................................................. 169 10.2.5 Saving the New Item:.................................................................................
12.10.1 Adding Shipping Methods:.................................................................................................... 206 12.10.2 Deleting/Printing/Exporting Ship Methods: ........................................................................... 207 12.11 Formatting PO and Pick Order Numbers .................................................................................... 210 12.12 Email Distribution List....................................................................................
15.3.5 Copying User Security Profiles: .............................................................................................. 234 15.3.6 Security Privileges Definitions: ............................................................................................... 235 15.4 Backing up the Database .............................................................................................................. 236 15.5 Restore the Database ................................................................
15.6.21 SQL Server Backup Location: .............................................................................................. 246 15.6.23 Packing Slip CC Emails: ....................................................................................................... 247 15.6.24 Pick Order CC Emails:.......................................................................................................... 247 15.6.25 Purchase Order CC Emails: ...............................................................
16.4.2 Inventory Import Format: ........................................................................................................ 270 16.4.3 Item Import Format: ................................................................................................................ 271 16.4.4 Location Table Properties:...................................................................................................... 272 16.4.5 Manufacturer Table Properties: .................................................
19.7 WDT2200 - Resetting the Device.................................................................................................. 308 19.8 WDT2200 - Setting the Date and Time ......................................................................................... 310 19.9 WDT2200 - Main Menu ................................................................................................................. 313 19.10 WDT2200 - Interface ......................................................................
20.7 Windows Mobile Device - Entering Alphanumeric Data................................................................ 392 20.8 Setup and Synchronization Information ........................................................................................ 393 20.8.1 Batch Windows Mobile Device Synchronization..................................................................... 393 20.8.2 Batch Windows Mobile Device - Setup the Mobile Device ..................................................... 394 20.8.
20.11.10 Windows Mobile Device - Checking In Inventory ............................................................... 449 20.11.11 Windows Mobile Device - Moving Inventory...................................................................... 450 20.11.12 Windows Mobile Device - Removing Inventory .................................................................. 453 20.11.13 Windows Mobile Device - Removing a Kit Item.................................................................. 458 20.11.
InventoryControl Printable Help Chapter 1 - Getting Started 1.1 Introduction We recommend that you read the information found in the Introductory Materials section of this Help file and view the Getting Started prior to beginning setup of your system. The Introductory Materials and video tutorials define key terms and explain concepts used throughout InventoryControl. These materials provide valuable information to make the setup process smooth and simple.
InventoryControl Printable Help The User Name field is not case sensitive. The Password field is case sensitive. Asterisks will be displayed as you type the Password. The first time you open InventoryControl you can enter the following information: User Name: Admin Password: (blank) After log on, the password can be changed via File > Change Password.
InventoryControl Printable Help You can use the software as normal once logged in. You can create additional items and add inventory, check inventory in and out, create purchase orders and pick orders, etc. On reports, the company name and each address line will be followed by "trial". Mobile devices are not supported by the sample database. 1.
InventoryControl Printable Help 1.5 Step One - Create Users Add Admin User - When you first log on to InventoryControl, you will use Admin as the user name and leave the password blank. This default user profile gives you access to everything in the system. The first step you should take upon logging in is to create at least one additional admin user (Administration > Security). The new admin user should have rights to all areas of the system.
InventoryControl Printable Help description of the location as well. A distribution business, for example, typically places inventory at a specific location in one or more warehouses. InventoryControl requires that you define at least one Site containing at least one Location. If you have multiple warehouses, you can set each one up as a Site, then create multiple locations within each site to represent the specific areas where you will be storing inventory.
InventoryControl Printable Help 1.9 Step Five - Print Location Labels Print Location Labels - If you have set up more than one location and you will be using a mobile device with an integrated barcode scanner, it is a good idea to create Location labels for each location you have entered into the system. This allows you to quickly scan a barcode label when auditing or adjusting inventory at that location or when adding, removing, picking or receiving inventory to or from that location.
InventoryControl Printable Help If you already have item information contained in another database, you may want to use InventoryControl's Import function rather than manually entering in this information. For more information on importing locations, please refer to the topic Importing Into the Database. View Business Examples 1.
InventoryControl Printable Help 1.15 Step Eleven - Print the Inventory by Location Report Print the Inventory by Location Report - Printing the Inventory Location Report will allow you to check that your inventory has been entered correctly. After you have added your inventory you are ready to begin using InventoryControl. Now you can setup your mobile devices, if needed, and begin keeping track of your inventory.
InventoryControl Printable Help Chapter 2 - Introductory Materials 2.1 Barcode Best Practices In InventoryControl, when you are asked for a number to identify sites, customers, items, locations etc., you should always use a short sequential set of numbers or numbers and characters. Enter the full text description of the site or location in the description field, not the number field. These numbers can then be printed as a barcode and used to scan locations into mobile devices.
InventoryControl Printable Help 2.2 What is a Barcode? A barcode is a graphical representation of a set of numeric or alphanumeric characters that can be read by a barcode scanner. 123 becomes: Whse1 becomes: . . Assigning a permanent barcode to each site, location, item, supplier and customer creates an environment where a mobile device can be used to easily keep track of inventory movements and alleviates the problem of data-entry errors.
InventoryControl Printable Help harder to scan and usually do not last long. InventoryControl is bundled with Wasp Labeler, which can print to a regular printer or a barcode printer. Remember to keep plenty of extra label stock and printer ribbons to make sure you never run out. To determine how to best provide good quality labels for daily use, consider the kind of printer you are using. 2.
InventoryControl Printable Help 2.4 Designing and Labeling Sites and Locations 2.4.1 What is a Site? The term Site is used to describe any grouping of locations where you plan to store and track inventory. Usually a site is a warehouse building but it can be an office, a truck or a field, etc. Site design may be simple if your entire inventory is stored your two warehouses. If this is the case you can just use the name of the warehouse as the site description.
InventoryControl Printable Help printers. Thermal transfer printers that work like an ink jet or laser printers that print by transferring ink from a ribbon to the label paper (stock). Direct Thermal printers do not have a ribbon but use heat to print onto a special label stock. The thermal transfer printers are more expensive to operate but can print on a wider array of label stock and the labels last longer in various kinds of environments.
InventoryControl Printable Help 2.5 Identifying Tracking Needs Sometimes it is important to be able to associate an exact item or range of items with an exact customer, serial number, date code or shipment date. This can be important for support and maintenance purposes or for recalls. Often larger cost items that have a warranty or support contract are tracked by serial number so that if the item is sent back for maintenance you can be sure you are not fixing a product that is out of warranty.
InventoryControl Printable Help 2.6 Labeling Items Just as every location should have a barcode, each individual piece of inventory needs a barcode. You should print your item numbers on labels and put them on each individual item before they are put away on a shelf. You get the same time saving and accuracy benefits from labeling inventory items as you get from labeling the locations, but on a greater scale.
InventoryControl Printable Help 2.7 Using Cost Tracking and Average Costing FAQ What cost methods are used by InventoryControl? InventoryControl provides four costing options: Moving Average - When this method is used, the average cost of a particular item is recalculated based on each purchase. Example: You purchased 100 computers for $500 each. When you have 10 computers left in stock, you purchase 100 more, but now your cost for the computers is $600 each.
InventoryControl Printable Help 50 scanners x $300 = $15,000 (from the 1st) 50 scanners x $320 = $16,000 (from the 8th) 50 scanners x $315 = $15,750 (from the 15th) -----------$46,500 / 150 = $311.67 average cost On the 17th you removed 60 scanners so the average cost will become: 40 scanners x $320 = $12,800 (from the 8th) 50 scanners x $300 = $15,000 (from the 1st) ----------$27,800 / 90 = $308.
InventoryControl Printable Help We will address what you do if you remove in partial quantities or purchase the item in larger quantities than the stocking unit later in this topic. What is the Cost for my item? When you input cost for an item into the New or Edit Item screen, the cost is your cost for purchasing one of the stocking units. If one barcode laser scanner costs $300 you would enter 300 into the cost field.
InventoryControl Printable Help If your cost for this add is different from the cost on the item record, you can change the cost on the Add screen to represent the actual cost. For example, if you purchased these 20 scanners for a discount, change the Cost on the Add screen before you add the items. In the example below, the user received a $50.00 discount on the whole order for ordering 20 scanners so the Cost entered on the Add screen should be $297.50.
InventoryControl Printable Help How is Zero Cost Inventory Handled? If inventory is added or received at $0, that quantity is ignored for average price and valuation purposes. The only way stock gets added at $0 is if you import inventory or specify a $0 cost at add or receive time. 50 scanners x $300 = $15,000 (from the 1st) 50 scanners x $320 = $16,000 (from the 8th) 1 scanner was found and added to inventory at $0 50 scanners x $315 = $15,750 (from the 15th) ----------$46,750 / 150 = $311.
InventoryControl Printable Help The average cost is not $309.60 ($46,750 / 151). Since there is no way to edit the cost of an add or receive after it is processed, InventoryControl ignores the $0 cost adds. If an item is accidentally added at $0 cost the average and valuation would be incorrect until that item is removed through FIFO. If you do want $0 cost items to be included in the average you can add them at $0.01.
InventoryControl Printable Help 2.8 Using Custom Fields InventoryControl allows you to create custom fields on your Items, Sites, etc. This enables you to capture information that is specific to your business needs. The Custom Texts and Custom Numbers and Dates tabs can be found on each of the following screens: Create New Customer Create New Manufacturer Create New Item Create New Site Create New Location Create New Supplier.
InventoryControl Printable Help Custom Dates will be displayed in the same format as found elsewhere in the product: "day of the week, month dd, ccyy" Example: In this example, with the Edit Field Names option enabled, we have clicked on the Custom Text 1 label (on the Custom Texts tab of the Create New Customer screen) to edit it. The Form field is grayed-out because this label only occurs on the Customer screen. Click OK to save the customization or Cancel to abort.
InventoryControl Printable Help This field will also be seen in the Edit Customer screen. 2.9 System Administrator Information Knowledge Base Available to Provide Answers and Solutions The Wasp Bar Code Knowledge Base is available to help you troubleshoot database issues. To access the Knowledge Base, go to www.waspbarcode.com/support, then select Knowledge Base.
InventoryControl Printable Help Chapter 3 - Business Examples 3.1 About Our Business Examples Throughout the help topics you will see links to business examples. These examples outline three hypothetical companies that represent generic business models and how each would commonly use this product. Find the example company that most closely resembles your business and study the scenario included for it in each section of this document.
InventoryControl Printable Help Fleet - Professional Version of InventoryControl Basic Needs: Multiple Sites, Multiple Locations One PC running InventoryControl One mobile device at each Site Inventoried and Non-Inventoried Items Track some inventory by serial number Pick, Receive, Move, Adjust, Add, Remove and Audit at the PC and on the mobile devices. Rusty's Cable Service has been using a different inventory software.
InventoryControl Printable Help 3.3 Setting Up Security Privileges Business Example Note: For step by step instructions on adding users, please refer to the topic Adding Users/Editing Security Data. Business Type: All - This example can apply to all business types and InventoryControl versions. Step 1 - Prior to adding sites create at least one admin user: Sebastian Distributing has two warehouses into which they receive goods from suppliers.
InventoryControl Printable Help Step 2 - After adding sites and locations continue adding users: When she has completed entering her sites and locations, Pat continues setting up security profiles for her employees who will be using InventoryControl. She oversees a supervisor at each of her two warehouses, which are her sites.
InventoryControl Printable Help Keep in mind that you should set up each worker with his or her own user name and password. You can use the Copy User feature (Edit > Copy User) to quickly add profiles for users with the same settings. This allows you to retain the privileges you have selected after entering a new User Name and Password.
InventoryControl Printable Help 3.4 Setting Up Sites and Locations Business Examples Note: For step-by-step instructions on adding sites, please refer to the topic Creating New Sites. For step-by-step instructions on adding locations, please refer to the topic Creating New Locations. Business Type: Distributing - Multiple Sites/Multiple Locations Sebastian's Distributing has two warehouses. Each warehouse contains various bins, shelves, etc that will physically contain the inventory.
InventoryControl Printable Help storage area to a truck, they can quickly change the settings on the Site Configuration screen and make the From site the storage area. Using the Site Configuration screen saves the employee the time it would take to filter through inventory in all sites. For detailed information on the Site Configuration screen on the PC please see the topic Selecting Sites.
InventoryControl Printable Help 3.5 Setting Up Suppliers Business Examples Note: For step by step instructions on creating suppliers, please refer to the topic Creating New Suppliers. Business Type: Distributing and Fleet - Multiple Suppliers for Each Item Sebastian Distributing has established relationships with many different suppliers to obtain their goods. Which supplier they use for a particular item varies depending on how much they are ordering and what Site (warehouse) they are ordering for.
InventoryControl Printable Help 3.6 Entering Items Business Examples Note: For step by step instructions on adding items, please refer to the topic Creating New Items. Business Type: Distributing - Items with Preferred Suppliers Sebastian Distributing has many items in their existing database so they will be importing their item information. They also want to streamline the purchase order process for their employees.
InventoryControl Printable Help Chapter 4 - PC Operation Basics 4.1 User Log On The Log On screen appears when InventoryControl is first started and when you select File > Log Out. Complete both fields, then click OK to logon to the system. The User Name field is not case sensitive. The Password field is case sensitive. Asterisks will be displayed as you type the Password.
InventoryControl Printable Help After log on, the password can be changed via File > Change Password. The Admin account, or any other account with Administration Privilege, can use the Security Privileges screen to add Users and set their privileges and reset their passwords. For more information on adding users, please refer to the Adding Users/Editing Security Privileges topic.
InventoryControl Printable Help 4.2 About the About Screen The About Screen allows you to view and manage licenses and provides program version details. Note: All screen shots in this help file are of InventoryControl Professional Edition. The screens in other versions of InventoryControl and in WaspNest Inventory may differ. For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen.
InventoryControl Printable Help 3. Click OK to return to the About screen. 4. Click OK to close the About screen.
InventoryControl Printable Help 4.3 Main Screen The Main screen is divided into four sections: Section A: Toolbar Section B: Left-Hand Navigation Section C: Main Functions Section D: Context-Sensitive Menu Below is an example of the Main screen: Note: The Receive/Pick icon only appears on Pro and Enterprise Versions. The Receive/Pick and Mobility icons do not apply to WaspNest Inventory.
InventoryControl Printable Help 4.3.1 Section A: Toolbar The toolbar provides access to the following functions: File Menu: Change Password - Allows the user currently logged in to change his/her password. Log Off - Logs the current user off of the system. Exit - Exits the system. Tools Menu: Options - Accesses the Options screen where you can customize how certain aspects of the software behave. Select Site - Accesses the Select Site screen.
InventoryControl Printable Help Find - Displays a menu of data options from which to search (Customer, Locations, etc.) Select which type of data you want to search. A Find screen appears allowing you to quickly search for information. Labels - Displays a menu of labels you can print. Printing Labels utilizes the Labeler software that come bundled with your program. For detailed instructions on using the Labeler software, please refer to the Labeler help file (accessible through the Labeler software).
InventoryControl Printable Help Administration Menu Inventory Menu Note: Check-In, Check-Out, Assemble and Disassemble do not apply to WaspNest Inventory. Receive/Pick Menu Note: Pro and Enterprise Versions Only Mobility Menu Note: Mobility does not apply to WaspNest Inventory. This example is of the WDT2200 menu. The icons in this menu will look different if you are using a Windows Mobile® /CE™ mobile device, but the options will be the same. Reports Menu This icon opens the Select Report screen.
InventoryControl Printable Help 4.4 Changing Your Password This feature allows the user currently logged in to change his or her password. Note for WaspNest Users: This feature is not available in WaspNest Inventory. For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. Changing Your Password: 1. From the Main Screen, click File > Change Password. The Change Password screen appears. 2.
InventoryControl Printable Help 4.5 Update License Screen The Update License screen allows you to enter a regular License Key to upgrade from the Demo version, or an Update License Key to increase the number of Mobile Devices InventoryControl will support. You can also view the install serial number and activation code information. Updating License(s): 1. From the Main Screen, click Help > Update License. The Update License screen appears. 2.
InventoryControl Printable Help 3. Enter a new Serial Number to add additional features such as additional mobile device licenses. 4. Click OK or click Cancel to exit without updating. Exit and restart the software to use the new key. If you use this form to upgrade from the Demo version to a Licensed version of this software, the License Key you enter here will be displayed on the About screen.
InventoryControl Printable Help 4.6 Selecting Sites InventoryControl allows you to work with more than one Site and multiple Locations within each Site. At any time, you can limit all your transactions to a specified Source, a specified Destination, or allow transactions at All Sites. These are chosen on the Select Site screen. Note for WaspNest Inventory Users: WaspNest Inventory only allows for one Site.
InventoryControl Printable Help By default, all locations are allowed in all functions. This is designated by choosing in both the Source and Destination fields, as shown above. 2. Select the Source and Destination Site to which you want to limit transactions. All locations you have entered in the system will appear in the drop down lists. 3. Select OK to save your changes. 4.6.
InventoryControl Printable Help Example 3: If you want to limit the available locations for adding, removing, checking in/out, adjust and auditing inventory to one location (in this example, Warehouse2), and you want to limit move destinations to locations in the same site, you would select Warehouse2 in the Source field and Warehouse2 in the Destination field as shown below: 47
InventoryControl Printable Help 4.7 Logging Out Logging Out allows the current user to log out of the system so another user can log in, if needed. 1. From the Main Screen, click File > Log Out. The Log On screen appears allowing another user to log in. 2. Enter a valid User Name and Password and press OK to log on again or click Cancel to exit. Note: You can also log in as a different user by going to Administration > Security > Log in as Different User.
InventoryControl Printable Help 4.8 Checking for Software Updates By default, the software will check for updates to the application and notify you if a more recent version is available when you login to the system. You can then access the Updates website and download the latest version. This ensures you are always working with the most up-to-date version available to you. This feature is turned on by default. InventoryControl must be installed on a machine with Internet access to check for updates.
InventoryControl Printable Help 2. Highlight the Check for Software Updates option and deselect the Yes checkbox. 3. Click OK to save your changes and to Close the Options screen. The option is now disabled. You can manually check for updates as needed. 4.8.2 Performing a Manual Check: From the Main Screen, click Help > Check for Updates. The system will automatically check for a newer version and notify you if one is available. This procedure can be performed at any time.
InventoryControl Printable Help 4.9 Item Stock Level List Screen The software can automatically notify you of under-stocked items, broken down by location. By enabling the Automatic Notification of Low Order Item on the Options screen, the software will display the Item Stock Level List when you first start up the system.
InventoryControl Printable Help 4.10 Alerts InventoryControl contains built alerts that you can display to tell you when action needs to be taken on certain items or orders in the system. To access the Alerts feature, select Check for Alerts from the Main screen. Note for WaspNest Users: Alerts are not available in WaspNest Inventory. For more information on the benefits of upgrading, please select Help > Benefits of Upgrading on the Main screen.
InventoryControl Printable Help 53
InventoryControl Printable Help 4.11 Adding Notes Several screens in the software provide the option to add notes to the record. Clicking on the Add Note button allows you to associate any comments you may have with the record you are creating or editing. This is useful to keep comments associated with the record. Enter your notes in the text box, then click OK to save and exit. Notes are displayed along with the date/time it was entered and the user name of the user who added it.
InventoryControl Printable Help Chapter 5 - Creating New Data 5.1 Creating a New Site Note: You can only have one site in WaspNest Inventory. The Create New Site screen allows you to add a new Site to your database. Typically, a Site is a building that contains one or more inventory Locations. It is usually a building, but it might also be a fleet vehicle, with one or more bins that can be defined as inventory Locations within that vehicle.
InventoryControl Printable Help 3. For information about the Custom Texts and Custom Numbers and Dates tabs, see Using Custom Fields. 4. When you have finished adding information, click the OK/Save button. The system behaves differently at this point depending on your settings on the Options screen. When the Close New Form option is turned off: Click Save to commit your entry or click Close to exit the form.
InventoryControl Printable Help 5.2 Creating New Customers The Create New Customer screen allows you to add a new customer to your database. When you are setting up your software for the first time, you may want to import your customers rather than adding them one at a time through this screen. For information on importing information into your database, please refer to the Import Into Database topic. Adding a Customer: 1. From the Main screen, select New > Customer.
InventoryControl Printable Help Pick Orders (Pro and Enterprise versions only). If you have the Automatic Customer Numbers option selected on the Options screen, the Customer No. field will appear populated with the next number in the sequence. For further information on the this option, please refer to the Options Screen topic. The software provides you with the ability to enter a Billing Address, Receiving Address and/or Shipping Address for your customers.
InventoryControl Printable Help The Additional Information tab provides optional fields where you can record the customer's Phone, Extension, Fax, Cell No., Home No. and Email. In addition, you can create notes on this customer on this tab by clicking the Add Notes button. 4. For information about the Custom Texts and Custom Numbers and Dates tabs, see Using Custom Fields. 5. When you have finished adding information, click the OK/Save button.
InventoryControl Printable Help 5.3 Creating New Inventory and Non-Inventory Items The Create New Item screen allows you to add a new Item to your database and to specify how you want to track each item (by Serial Number, Lot, Date Code and/or Pallet). What is an Item? - Items represent the actual material or good that you will have in your inventory. For example, you might create an Item entry for Mouse - Wireless. Then you can add inventory, or quantity, to that item.
InventoryControl Printable Help 5.3.1 Accessing the Create New Item Screen: 1. From the Main screen, select New > Item >Inventory or Non-Inventory. OR From the Main screen, select Lists > Item. On the Item List, select the New icon. Note: For information on creating Assembly Items, please see the topic Creating an Assembly Item (Pro and Enterprise versions only). For information on creating Kit Items, please see the topic Creating a Kit Item (Pro and Enterprise versions only).
InventoryControl Printable Help 5.3.2 General Information Tab: The General Information tab is where you will enter the basic information about the item. Please see the screen shot above for an example of this tab. To create the item, enter information in the provided fields. Much of this information is optional. You can be as detailed as you need, but at a minimum you must enter the Item Number. Below are descriptions of each field on this tab.
InventoryControl Printable Help The Item To Be Tracked By section contains check boxes which determine whether the Serial Number, Lot, Date Code and/or Pallet of an item will be used to track its movement through your inventory. For a more detailed explanation of tracking fields, please refer to the topic Identifying Tracking Needs. When you are creating your item it is important that you determine how you want to track each item.
InventoryControl Printable Help You can choose to have the program automatically create and assign serial numbers each time you add inventory for this item (whether manually using the Add Inventory feature or by Receiving Inventory). For example, you create the item "2233 - VZ Laptop" and select to track by serial number. You the enable automatic serial numbers by performing the steps described here. You choose 1000 as your starting number.
InventoryControl Printable Help you will need to decide which stocking unit to use. For example, if you have Rope as an item and it costs you $0.12 a foot, you would enter 12 in the Cost field and Feet as the Stocking Unit (entered on the Additional tab). If you rarely sell the rope in exact multiples of feet, you may want to enter your Stocking Unit as Inches, since this is the lowest unit measured, and enter your cost per inch in the Cost field.
InventoryControl Printable Help List Price Sale Price does include zero cost quantities when calculating Total Cost. This field specifies a manufacturer's list price for an item. This field is for your information only and is not included on any reports. This field specifies the price at which you sell an item. This field is for your information only and is not included on any reports. Min Stock This field specifies the minimum stock level you wish to maintain for this item.
InventoryControl Printable Help Complete the fields on this screen as described below: Primary Location - Select this checkbox if this will be the primary location at this site for this item. A primary location can be selected for each Site you have setup in the system. When you select a primary location, when you Receive quantities of that item from a purchase order, they will automatically be assigned to that location.
InventoryControl Printable Help any inventory items that have hit their reorder quantity. For further information on setting this option, please refer to the Options Screen topic. After you have completed all fields, hit ENTER to begin a new line. Your screen will look similar to the following after hitting ENTER: 5.3.4 Additional Information Tab: When you have finished entering information on the Location Settings tab, click the Additional tab.
InventoryControl Printable Help Complete the fields on this tab as described below: Stocking Unit is the portion by which the quantity will be tracked. At the item level, this should be "Eaches", meaning you should enter how you want each item of this type to be measured. (Examples: bag, barrel, basket, block, bottle, box, carton, container, drum, gallon, jar, pack, package, pallet, section, tub, vial, etc.
InventoryControl Printable Help Width is the width of one Unit of Measure expressed in Dimension Units. Height is the height of one Unit of Measure expressed in Dimension Units. Weight Unit is the increment to be used for mass. (Examples: ounce, pound, ton, milligram, gram, kilogram, metric ton, etc.) Weight is the mass of one Unit of Measure expressed in Weight Units. Manager is used to record the name of someone who manages this inventory item.
InventoryControl Printable Help Adding Suppliers to an Item: To use this tab you must first select suppliers for this item in the Supplier screen. To do this: a. Click the New button at the bottom of the list. The fields to the right of the Supplier screen are enabled. b. Select a Supplier Code from the drop down list. You can also select New Supplier from the list to create a new supplier. c. Enter the SKU number for this item in the Supplier Item SKU field. d.
InventoryControl Printable Help orders you can then select which one you want to use. j. When you are done entering supplier information, click the Custom Texts or Custom Numbers and Dates tab (these tabs are optional). Deleting Suppliers from an Item: a. Highlight the supplier you want to delete from this item in the Supplier screen. b. Click the Delete button. 5.3.
InventoryControl Printable Help 5.6 Automatic Serial Numbers You can choose to have the program automatically create and assign serial numbers each time you add inventory for this item (whether manually using the Add Inventory feature or by Receiving Inventory). This option is available when creating a new item on the Create New Item screen. For complete details on creating a new item, please refer to the Creating New Item topic. 1.
InventoryControl Printable Help 5.7 Creating New Locations The Create New Location screen allows you to add a new Location to an existing Site or a new Location to a new Site. Locations are places within a Site where inventory resides. The site is usually a building, but it might also be a fleet vehicle, with one more bins that can be defined as inventory Locations within that vehicle. For example, a site might be setup as Building 1 with a location of Supply Closet.
InventoryControl Printable Help You can type in the name of a new site in the Site field. A message will appear asking if you want to add it to your database. Select Yes to add it. The Create New Site screen will appear allowing you to setup the new site. Complete this screen, the click OK to return to the Create New Location screen. For detailed information on entering a new site, please refer to the Creating a New Site topic. Description allows you to enter a description of the Location.
InventoryControl Printable Help 5.8 Creating New Manufacturers The Create New Manufacturer screen allows you to add a new Manufacturer to your database. A Manufacturer is typically the company or organization that creates an item you will inventory. If a Manufacturer is also your Supplier for an Item, it is best to setup the company in the software as both a Manufacturer and a Supplier.
InventoryControl Printable Help manufacturer name is entered. 2. Enter information on this screen as needed. The Name and Address Type fields are required, all other fields are optional. The software provides you with the ability to enter a Billing Address, Receiving Address and/or Shipping Address for your manufacturers. To enter multiple address, follow the steps below: a. On the Company Information screen, enter your company name.
InventoryControl Printable Help The Additional tab provides optional fields where you can record the manufacturer's Phone, Extension, Fax, Cell No., Home No. and Email. In addition, you can create notes on this manufacturer on this tab by clicking the Add Notes button. 4. For information about the Custom Texts and Custom Numbers and Dates tabs, see Using Custom Fields. 5. When you have finished adding information, click the OK/Save button.
InventoryControl Printable Help 79
InventoryControl Printable Help 5.8 Creating New Suppliers The Create New Supplier screen allows you to add a new supplier to your database. A supplier is typically the company or organization from which you obtain an Item you will inventory. If a manufacturer is also your supplier for an Item, it is best to add the company in the software as both a Manufacturer and a Supplier.
InventoryControl Printable Help 2. Enter information on this screen as needed. The Supplier Code and Address Type fields are required, all other fields are optional. Supplier Codes cannot exceed 25 digits. Make sure the Supplier Code is a number and the Supplier Description is the detailed description of the supplier. The software provides you with the ability to enter a Billing Address, Receiving Address and/or Shipping Address for your suppliers. To enter multiple address, follow the steps below: a.
InventoryControl Printable Help Click Yes to add this address type to your database. c. Enter the remainder of the address information. You can then enter another address type, or continue completing the rest of the supplier information. Repeat these steps for each address type. 3. When you have finished entering data in the General Information tab, click the Additional Information tab (this tab is optional).
InventoryControl Printable Help manufacturer's Phone, Extension, Fax, Cell No., Home No. and Email. In addition, you can create notes on this manufacturer on this tab by clicking the Add Notes button. 4. For information about the Custom Texts and Custom Numbers and Dates tabs, see Using Custom Fields. 5. When you have finished adding information, click the OK/Save button. The system behaves differently at this point depending on your settings on the Options screen.
InventoryControl Printable Help 5.11 Creating a Kit Item Chapter 6 - Editing Data 6.1 Editing Items The Edit Items screen allows you to modify an existing item. This screen is accessed from the Item List by highlighting an item in the list, then clicking the Edit button on the toolbar. For more information on using the List screens, see the Working with Lists topic. The Edit Items screen is identical to the New Item screen, except all the information previously entered for the item appears on the screen.
InventoryControl Printable Help 6.3 Editing Kit Items Pro and Enterprise Versions Only Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. The Edit Kit Items screen allows you to modify an existing kit item. This screen is accessed from the Item List by highlighting a kititem in the list, then clicking the Edit button on the toolbar.
InventoryControl Printable Help 6.6 Edit Customer The Edit Customer screen allows you to modify an existing customer. This screen is accessed from the Customer List by highlighting a customer in the list, then clicking the Edit button on the toolbar. For more information on using the List screens, see the Working with Lists topic. The Edit Customer screen is identical to the New Customer screen, except all the information previously entered for the customer appears on the screen.
InventoryControl Printable Help The Edit Pick Order screen is identical to the New Pick Order screen, except all the information previously entered for the order appears on the screen. You can change any of this information. For information on using each tab of the screen, please refer to the Creating a Pick Order topic. 6.
InventoryControl Printable Help Chapter 7 - Assembly Items 7.1 Assembly Overview This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. Assembly items are created when you combine two or more existing items or multiple quantity of one item to create a new item.
InventoryControl Printable Help InventoryControl will check the on hand amounts for each item included in the build to make sure you have enough to complete the desired amount. After the build is complete, the on hand amounts for each item included in your Assembly Item will be reduced by the number built, and the on hand amount for the Assembly Item will be increased. 7.2 Creating an Assembly Item This function applies to Pro and Enterprise Version users only.
InventoryControl Printable Help 7.2.1 Accessing the New Assembly Item Screen: 1. From the Main screen, select New > Item > Assembly. The Create New Item screen appears: Note that in addition to the usual tabs that appear on the Create New Item screen, there is also a tab labeled Assembly Information.
InventoryControl Printable Help 7.2.2 General Information Tab: The General Information tab is where you will enter the basic information about the item. Please see the screen shot above for an example of this tab. Enter the appropriate information in the fields provided: Field Description The Item Number is often available on a barcode label already attached to the item, such as a UPC code or SKU number.
InventoryControl Printable Help to track each item. Typically, small items that are all the same may not need to have any Track Bys selected. Items such as printers may need to be tracked by Serial Number, so returns and maintenance can be properly tracked. Medical supplies or food may need to be tracked by Date Code and/or Lot. If you choose to track by one or more of these fields, you will be prompted to complete them each time you perform a transaction, such as check out, move, remove, add, etc.
InventoryControl Printable Help InventoryControl will be 1000 - 1500. To enable Automatic Serial Numbers: a. Click the button to the right of the Serial Number check box. The Auto Serial Number Options screen is displayed: b. Check the Auto Increment Serial Numbers checkbox to have the software automatically assign incremented serial numbers. c. Enter a Starting Number. This number determines the number at which the serial number sequence starts.
InventoryControl Printable Help For a detailed description for using Cost Tracking and Average Costing, please click here. Select how you want InventoryControl to calculate cost for this item. Options are: Legacy Method - This is the method used in previous versions of InventoryControl. The legacy method uses FIFO and manages cost by location and track by level.
InventoryControl Printable Help Level Reorder Qty This field specifies the quantity at which you want to reorder inventory. Note: The Minimum Stock Level, Maximum Stock Level and Reorder Quantity fields found on this tab represent these levels at the item level only, meaning these are the stock levels for this item throughout all locations. If you want to maintain these levels by location, you can do so on the Location Settings tab (described below).
InventoryControl Printable Help Complete the fields on this screen as described below: Primary Location - Select this checkbox if this will be the primary location at this site for this item. A primary location can be selected for each Site you have setup in the system. When you select a primary location, when you Receive quantities of that item from a purchase order, they will automatically be assigned to that location.
InventoryControl Printable Help Max Stock Level - Enter the maximum number of this item that you want to have in stock for the selected site and location. This number can be 0 or a positive number, negative numbers are not allowed. Min Stock Level - Enter the minimum number of this item that you want to have in stock for the selected Site and Location. This number can be 0 or a positive number, negative numbers are not allowed.
InventoryControl Printable Help 1. In the Type drop down, select Inventory, Non-Inventory or Assembly. 2. In the Item Number field, select which item you want to add to this assembly. If you select Full List, the Item List will be filtered by the Type you selected (i.e., if Non-Inventory is selected, only non-inventory items will appear on the Item List.
InventoryControl Printable Help 5. Press ENTER to access a new line and enter another Item, then repeat the steps above. Your screen will appear similar to the following after pressing ENTER: Note: The cost will be calculated and updated based on your selections on this tab unless you have checked the Do Not Override Cost on the General Tab checkbox located at the bottom of the Assembly Information tab. 7.2.
InventoryControl Printable Help Complete the fields on this tab as described below: Stocking Unit is the portion by which the quantity will be tracked. At the item level, this should be "Eaches", meaning you should enter how you want each item of this type to be measured. (Examples: bag, barrel, basket, block, bottle, box, carton, container, drum, gallon, jar, pack, package, pallet, section, tub, vial, etc.
InventoryControl Printable Help Weight is the mass of one Unit of Measure expressed in Weight Units. Manager is used to record the name of someone who manages this inventory item. File Reference is used to record the path to a relevant file that might be an image file, documentation, specifications, etc. This field does not function as a hyperlink. It's just a static field where a filename or path and filename can be recorded. Add Notes allows you to record any additional information. 7.2.
InventoryControl Printable Help 5. Enter the number of days lead time the supplier needs to process orders for this item in the Lead Time (in days) field. The lead time is the time from the requisition date to the delivery date. For example, if you need the item by the 15th of the month and the supplier requires 5 days to deliver the order, you would enter 5 here to ensure the order is sent to the supplier timely. 6. The Status field displays the supplier's current status (Active or Inactive).
InventoryControl Printable Help For more information about the Options screen, please refer to the Options Screen topic. 7.3 Building Assembly Items This function applies to Pro and Enterprise Version users only. Note: This feature is not available in WaspNest Inventory or the Standard version of InventoryControl. For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen.
InventoryControl Printable Help button located to the right of the field Note: To prevent fields from clearing, click the pushpin you want to lock. This is helpful when you have to perform multiple Builds at one Location, for example. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventory just by repeatedly scanning barcodes into that field.
InventoryControl Printable Help 6. You can optionally enter Cost. This Cost reflects the cost of the entire Assembly Item (including sub-items). 7. You can optionally enter Notes. 8. If you setup any Track By fields when you created this Assembly Item, the Track By section will be enabled. These Track By fields are tied to the entire Assembly Item (including sub-items). 9.
InventoryControl Printable Help This Remove screen displays all items tied to this Assembly Item. Those items that appear checked as in the example above are ready to be built. Items that are not checked need additional information, usually a Track By. 10. In the Item Number field, enter the Item Number, or highlight an unchecked item in the display screen. The selected item's information will populate the screen. 11. Enter any missing information, usually a Track By such as Serial Number.
InventoryControl Printable Help 12. Click Next when you have completed entering the requested information. You will be returned to the Assembly screen. You can choose another Assembly Item to build, or click Commit to commit your changes to the database. When you click Commit, the inventory quantities for the listed items will be reduced and the quantity for the Assembly Item will be increased by the number built. 7.
InventoryControl Printable Help button located to the right of the field Note: To prevent fields from clearing, click the pushpin you want to lock. This is helpful when you have to perform multiple Disassembles at one Location, for example. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventory just by repeatedly scanning barcodes into that field.
InventoryControl Printable Help 9. You can optionally enter a Customer in the Customer field. 10. When you have completed the information on this screen, click Disassemble. The Disassemble button will not be enabled until all required information is entered in the appropriate fields. The Commit button will not be enabled until at least one Add is posted to the Pending Transaction List.
InventoryControl Printable Help Click this button to view a list of all previous configurations. The View Config History screen appears. To switch to a previous configuration, highlight a listing and click the Use This Configuration button. 11. In the Item Number field, enter the Item Number, or highlight an item in the display screen. The selected item's information will populate the screen. 12.
InventoryControl Printable Help you want to lock. This is helpful when you have to perform multiple Builds at one Location, for example. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventory just by repeatedly scanning barcodes into that field. This feature is especially useful when scanning serial numbers. Clicking the button will unlock the field. 15. Click Add when you have entered the requested information.
InventoryControl Printable Help Chapter 8 - Using the List Screens 8.1 Working with Lists Note: All screen shots in this help file are of InventoryControl Professional Edition. The screens in other versions of InventoryControl and in WaspNest Inventory may differ. For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen.
InventoryControl Printable Help Below is an example of the basic list screen layout. This is an example of the Inventory List. This screen can be divided into three sections (labeled A through C in the example below): A. Toolbar B. Contents List C. Buttons In addition to these menus there are also "Context-Sensitive Menus" that appear when you right-click on certain areas of the screen. These provide another way to access many of the functions available in the toolbar.
InventoryControl Printable Help The toolbar at the top of the list screen provides quick access to a variety of functions and also allows you to customize how the information on the list is displayed. Each of these functions is described below: Button Filter Toggle Check-In Check-Out Move Inventory Add Inventory Remove Inventory Edit New Duplicate Export to File Description Filter accesses the Find screen allowing you to quickly lookup information.
InventoryControl Printable Help systems are able to import and export comma-delimited data. For example, data pulled from a database and represented in comma-delimited format looks something like the following.
InventoryControl Printable Help Print Group By Print allows you to print the list. When this button is selected, a standard Page Setup screen appears allowing you to enter margins. An example of this screen is shown below: Click the OK button on the Page Setup screen to print the list. The list will print to your default printer. The list screens provide you with the capability of "grouping" the displayed information so you can view data in a way that is most easy-to-read for you.
InventoryControl Printable Help screen. For example, if you want to group information by Location, click on the Location column header and drag it to the indicated space. The screen now lists Location as one of your groups and the items are grouped according to what Location they are assigned. You can create additional groups to further organize your information by continuing to drag and drop column headers. By default, the groups list information in ascending order (Location 001, Location 002, etc.).
InventoryControl Printable Help The information contained in that group still appears on the display screen, but it is no longer grouped together. Hidden Columns Hidden Columns - The list allows you to hide columns by right-clicking on a column label and selecting Hide Column. This enables you to hide information you do not usually need. You can view the columns you have hidden by right clicking on any column and selecting Show Hidden Columns.
InventoryControl Printable Help included in the Assembly Item is listed in the bottom grid. To return to the full list of Transactions, click the Close button. 8.1.2 Section B: Contents List The contents list displays all data related to the selected list. For example, if you selected Inventory, all Inventory entered in the system will display here, if you selected Manufactures, all manufacturers will display here, etc.
InventoryControl Printable Help Sorting Columns: Most of the columns that appear in the lists can be sorted ascending or descending. The columns sort ascending by default. To change the sort order, click on the column heading. An arrow will appear next to the column name to let you know in which direction the information is sorted. The example below shows the Last Name column sorted Ascending.
InventoryControl Printable Help 8.1.3 Section C: Buttons: This section contains the following buttons: Help (F1) - Click this button (or hit the F1 key on your keyboard) to access this help document. Close - Click this button to close the List. Keep in mind when closing the list that your groups and column settings will be retained. 8.1.
InventoryControl Printable Help Hide Columns - The list allows you to hide columns by right-clicking on a column label and selecting Hide Column. This enables you to hide information you do not usually need. When you hide a column, it will remain hidden until you manually return it to the List screen by following the instructions below.
InventoryControl Printable Help 8.2 Item List Example The Item List displays all items you have entered in the system. Below is an example of this screen: The Item List screen allows you to Edit, create New, Copy, Delete, Show, Filter, Export or Print the list of Items. For detailed information regarding each of these options, refer to the Working with Lists topic.
InventoryControl Printable Help 8.3 Inventory List Example The Inventory List displays all items that have inventory (quantity) in the software. Inventory is the amount or quantity of a particular item. Items must first be imported or entered on the Add Item screen before you can add quantity to it. The Check In and Check Out feature does not apply to WaspNest Inventory. The Inventory List allows you to Edit, create New, Copy, Delete, Show, Filter, Export or Print a list of Inventory.
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.
InventoryControl Printable Help 8.5 Location List Example The Location List displays all locations you have setup in your system. Below is an example of the Location List: The Location List screen allows you to Edit, create New, Copy, Delete, Show, Filter, Export or Print the list of Locations. For detailed information regarding each of these options, refer to the Working with Lists topic.
InventoryControl Printable Help 8.6 Customer List Example The Customer List displays all customers you have setup in the software. A customer is any person or entity to whom you check-out, receive or send (pick) inventory. Note: All screen shots in this help file are of InventoryControl Professional Edition. The screens in other versions of InventoryControl and in WaspNest Inventory may differ.
InventoryControl Printable Help 8.7 Manufacturer List The Manufacturer List displays all manufacturers you have setup in the system. The Manufacturer List screen allows you to Edit, create New, Copy, Delete, Show, Filter, Export or Print the list of Manufacturers. For detailed information regarding each of these options, refer to the Working with Lists topic.
InventoryControl Printable Help 8.8 Supplier List The Supplier List displays all suppliers you have setup in the system. The Supplier List screen allows you to Edit, create New, Copy, Delete, Show, Filter, Export or Print the list of Suppliers. For detailed information regarding each of these options, refer to the Working with Lists topic.
InventoryControl Printable Help 8.9 Pick Order List Example This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. The Pick Order List displays all active pick orders entered in the system. Active pick orders are those that have a status of New, New-Over Due, In Process or In Process-Over Due.
InventoryControl Printable Help 8.10 Purchase Order List Example This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. The Purchase Order List displays all active purchase orders you have in your system. Active purchase orders are those that have a status of New, New-Over Due, In Process or In Process-Over Due.
InventoryControl Printable Help 8.11 Transaction List Example The Transaction List displays all transactions (add, move, remove, etc.) that have occurred in the system along with the date of the transactions and the user who performed them. Below is an example of the Transaction List: The Transaction List screen allows you to Filter, Export or Print the list of Transactions. For detailed information regarding each of these options, refer to the Working with Lists topic.
InventoryControl Printable Help Chapter 9 - Inventory 9.1 Inventory Menu The Inventory Menu groups tasks such as Adding/Removing, Moving, Checking In/Out, Adjusting and Auditing inventory into one place. The Checking In/Out feature does not apply to WaspNest Inventory. To Access the Inventory Menu: From the Main screen, click the Inventory icon. The Inventory Menu appears at the bottom of the screen. Click on any of the Inventory Menu icons to go to that function.
InventoryControl Printable Help Move - The Move screen allows you to move inventory for an item from one Location to another. When you add inventory (quantity) to an item, you select in which location that quantity will reside. The Move function allows you to move that inventory from the originally assigned location to another. By moving inventory in the software, you can easily keep accurate records of where all of your inventory is currently located.
InventoryControl Printable Help 9.2 Manually Adding Inventory The Add Inventory screen allows you to manually add quantity to items already entered into your database. Inventory is the amount or quantity of a particular item. Items must first be imported or entered on the Add Item screen before you can add quantity to it. Inventory is also added when you add inventory on the mobile devices.
InventoryControl Printable Help button located to the right of the field Note: To prevent fields from clearing, click the pushpin you want to lock. This is helpful when you have to perform multiple Adds at one Location,. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventory just by repeatedly scanning barcodes into that field.
InventoryControl Printable Help Cost Date Acquired Any of the associated Track By fields: Serial Number, Date Code, Lot or Pallet (Set on the Add or Edit Item screens). A Track By field is enabled or disabled at the time the item is created. Note: The Track By fields are not available in WaspNest Inventory.
InventoryControl Printable Help The Supplier drop down list displays the last ten suppliers used. The option of the Supplier drop down list displays all suppliers that can be chosen (active suppliers). The No. of Labels field determines the number of item labels that will be printed if the Print checkbox is checked. The value in this field defaults to the Quantity field value. The Notes field allows you to add and store additional information that describes the transaction. 6.
InventoryControl Printable Help 8. If you want to print a receipt of this transaction, enter the number of receipts in the Print receipt on Commit - Copies field. 9. Select the Print Label checkbox to tell InventoryControl to print the number of labels in the No. of Labels field. The file used to print this label is named AddTransactionItemLabel.lab and can be customized through the Labels feature. If the Print Labels box is not checked when you click Commit, but there is a quantity in the No.
InventoryControl Printable Help 9.3 Removing Inventory The Remove Inventory screen allows you to remove quantity from any item in the database. This can be considered the same as shipping inventory. You can designate which customer this inventory was shipped to on this screen. Inventory is the amount or quantity of a particular item. Items must first be imported or entered on the Add Item screen before you can add quantity or remove quantity.
InventoryControl Printable Help button located to the right of the field you To prevent fields from clearing, click the Pushpin want to lock for subsequent transactions. This is helpful when you have to perform multiple removes at one Location, for example. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly remove inventory just by repeatedly scanning barcodes into that field.
InventoryControl Printable Help Customer Notes Below is an example of the Remove screen with the fields enabled: You can use the drop down list of any enabled field to select an existing value for that field. Note: If the Automatic New option is enabled on the Options screen, the Create New Customer screen will be opened automatically if an unknown Customer is entered.
InventoryControl Printable Help selected Location exists and has quantity. Also check that you are using the right Site. 5. Enter the Customer: Select a Customer from the drop down list. Select from the Customer drop list to open the Create New Customer screen. The Notes field allows you to add and store additional information that describes the transaction. 6. After you have completed entering the information, click the Remove button to add the transaction to the Pending Transaction List.
InventoryControl Printable Help 9.4 Moving Inventory The Move Inventory screen allows you to move inventory quantity for an item from one Location to another. When you create an item, you can add which locations it may be. When you then add inventory (quantity) to the item, you select in which location that quantity will reside. The Move function allows you to move that inventory from the originally assigned location to another.
InventoryControl Printable Help To prevent fields from clearing, click the Pushpin button located to the right of the field you want to lock for subsequent transactions. This is helpful when you have to perform multiple removes at one Location, for example. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly remove inventory just by repeatedly scanning barcodes into that field.
InventoryControl Printable Help You can use the drop down list of any enabled field to select an existing value for that field. The To Location field is not enabled until the From Location information is entered. Note: If the Automatic New option is enabled on the Options screen, the Create New Location screen will be opened automatically if an unknown Location is entered.
InventoryControl Printable Help 6. After you have entered the information on the screen, click the Move button to add the transaction to the Pending Transaction List. All fields on the screen will be cleared and all but the Item Number field will be disabled. You can either select another item to be added to Pending Transaction List or you can click Commit on the Pending Transaction List to submit the transaction(s).
InventoryControl Printable Help 9.5 Checking In Inventory The Check-In screen allows you to Check-In inventory that has previously been Checked-Out to one or more customers. While checking in inventory does not actually add inventory (quantity) to an item, it does free up that inventory to be checked-out to another customer or to be included in a pick order. Note for WaspNest Users: This feature is not available in WaspNest Inventory.
InventoryControl Printable Help Note: To prevent fields from clearing, click the pushpin button located to the right of the field you want to lock. This is helpful when you have to perform multiple Adds at one Location, for example. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventory just by repeatedly scanning barcodes into that field.
InventoryControl Printable Help You can only check-In inventory from a customer that was previously entered on the Create New Customer screen and only customers who have items checked-out will appear in the Customer List. After a customer is selected, the customer information is displayed. 4. Complete the Track By fields: As mentioned above, the Track By fields are enabled based on the Item Number you enter. If there are no Track Bys set for the selected item, these fields will be disabled.
InventoryControl Printable Help At any time, you can review the Pending Transaction List and remove any transactions that were entered in error using the Remove and Remove All buttons. 7. Check the Print Receipt option to print a receipt when the transactions are Committed. 8. Click Commit to submit the transaction(s) to your database.
InventoryControl Printable Help 9.6 Checking Out Inventory The Check-Out screen allows you to check-out, or assign, inventory to customers for a specified length of time. Checking out inventory decreases the quantity of that item that you have on-hand, but does not remove the inventory from your database (since it is assumed the inventory will be checked back in). The check-out function is useful if you lease equipment to customers or have a need to temporarily loan-out inventory.
InventoryControl Printable Help button located to the right of the field Note: To prevent fields from clearing, click the pushpin you want to lock. This is helpful when you have to perform multiple Adds at one Location, for example. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventory just by repeatedly scanning barcodes into that field.
InventoryControl Printable Help Location - filtered by Site. Quantity - unless the item is Tracked By Serial Number - Set on the Add or Edit Item screens, which fixes the Quantity to a value of 1. Any of the associated Tracked By fields: Serial Number, Date Code, Lot or Pallet (Set on the Add or Edit Item screens). A Tracked By field is enabled or disabled at the time the item is created.
InventoryControl Printable Help 6. Complete the Due Date fields: If you choose the default Return Date, it is calculated by adding the number of days specified in the item's Checkout Length field to today's date. The Checkout Length is set on the Create New Item screen and edited on the Edit Item screen. You can override the default return date by selecting the Custom or None button. Custom allows you to specify a return date by entering it in the Custom Date field.
InventoryControl Printable Help 9.7 Adjusting Inventory Amounts The Adjust Inventory screen allows you to modify the quantity (inventory amount) of existing items. Adjust is like a "mini" Audit and will update the quantity using FIFO (First In First Out) to make the total equal to the quantity you enter here. The Adjust function is useful if too much or too little quantity is accidentally entered for an item (on a mobile device, for example), inventory is lost, found, broken, etc.
InventoryControl Printable Help button located to the right of the field Note: To prevent fields from clearing, click the pushpin you want to lock. This is helpful when you have to perform multiple Adds at one Location, for example. ushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventory just by repeatedly scanning barcodes into that field. (The Add, Adjust, etc.
InventoryControl Printable Help Below is an example of the screen with the fields enabled: Selecting a Reason from the drop down list allows you to track why this adjustment is being made. The Reason also determines if the quantity is positive or negative for By Difference adjusts. When to select the By Counts or By Difference check boxes: By Count indicates that the Quantity you are entering is the total count of that item at the specified Location.
InventoryControl Printable Help 5. Enter the Quantity: After you have specified the Item, Location and Track Bys, you should input the total Quantity you are adding to the item. 6. Enter the Transaction Code: This field allows you to type a new or select a previously committed code that describes the transaction. Transaction Codes can be any code your business assigns to certain types of adjustment transactions.
InventoryControl Printable Help 10. Click Commit to submit the transaction(s) to your database. 9.7.2 Duplicate Serial Numbers Warning: If you are tracking the item by Serial Number and the system detects an item with the same serial number in a location other than the one you selected on the Adjust screen, when you click the Adjust button you will receive a warning message that states: "You are trying to adjust an item that is tracked by serial number.
InventoryControl Printable Help Chapter 10 - Kit Items 10.1 Kitting Overview This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. Kit items are a group of items that are sold together, but are still considered separate inventory items. As opposed to Assembly Items, you cannot add inventory, move or check out/in Kit Items.
InventoryControl Printable Help 2. Remove the Kit Item: After the Kit Item has been picked and sold, use the Remove function to remove the designated quantity from inventory. At this time, inventory amounts for the component parts will be reduced.
InventoryControl Printable Help 10.2 Creating a Kit Item This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. Kit Items are used when you want to combine two or more existing items in order for them to be sold together. Kit items are not kept or tracked in inventory (you cannot add, move, check out, etc.).
InventoryControl Printable Help Note that in addition to the usual tabs that appear on the Create New Item screen, there is also a tab labeled Kit Information. 10.2.2 General Information Tab: The General Information tab is where you will enter the basic information about the item. Please see the screen shot above for an example of this tab.
InventoryControl Printable Help Description field. Category Automatic Item Numbers: If you have the Automatic Item Numbers option selected on the Options screen, the Item Number field will appear populated with the next number in the sequence. For example, if you just created item number 1001, the next number will be 1002. For further information on this option, please refer to the Options Screen topic. A Category is an optional classification you can give to your items.
InventoryControl Printable Help This is a calculated value that averages the cost paid for the current Quantity. This will be blank when you are entering a new item, but will appear when you are viewing the Edit Item screen for an item that has inventory (quantity). If you have 20 quantity of this item at cost 10.00 and add another 30 quantity at cost 8.00, Average Cost = ((20 x 10.00) + (30 x 8.00)) / 50 = 8.80 Average Cost Removes are calculated using the inventory calculation method you specified.
InventoryControl Printable Help To select items to include in your Kit Item: 1. In the Type drop down, select Inventory, Non-Inventory or Assembly. 2. In the Item Number field, select which item you want to add to this assembly. If you select Full List, the Item List will be filtered by the Type you selected (i.e., if Non-Inventory is selected, only non-inventory items will appear on the Item List. If Assembly is selected, only Assembly items will appear in the List).
InventoryControl Printable Help 10.2.3 Additional Information Tab: When you have finished entering information on the Kit Information tab, click the Additional tab. The Additional Information tab provides optional fields where other information about the Item can be recorded. An example of this tab is shown below: Complete the fields on this tab as described below: Stocking Unit is the portion by which the quantity will be tracked.
InventoryControl Printable Help Height is the height of one Unit of Measure expressed in Dimension Units. Weight Unit is the increment to be used for mass. (Examples: ounce, pound, ton, milligram, gram, kilogram, metric ton, etc.) Weight is the mass of one Unit of Measure expressed in Weight Units. File Reference is used to record the path to a relevant file that might be an image file, documentation, specifications, etc. This field does not function as a hyperlink.
InventoryControl Printable Help 10.3 Removing Kit Items This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. The Remove screen allows you to remove a kit item from the database. This can be considered the same as shipping inventory. You can designate which customer this inventory was shipped to on this screen.
InventoryControl Printable Help button located to the right of the field you To prevent fields from clearing, click the Pushpin want to lock for subsequent transactions. This is helpful when you have to perform multiple removes at one Location, for example. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly remove inventory just by repeatedly scanning barcodes into that field.
InventoryControl Printable Help (such as serial numbers) is needed for any of the associated component items, you can click Commit at this point to complete the remove process. If additional information is needed for one or more items, this Remove screen appears. This Remove screen displays all items tied to this Kit Item. Those items that appear checked as in the example above are ready to be removed.
InventoryControl Printable Help can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventory just by repeatedly scanning barcodes into that field. This feature is especially useful when scanning serial numbers. Clicking the button will unlock the field. 8. Click the Next button to continue. You will be returned to the Remove screen where you can enter another item for removal, if needed. 9.
InventoryControl Printable Help Chapter 11 - Pick Orders 11.1 Pick Order Overview This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. Pick Orders are orders that you create when inventory is requested by a customer and needs to be taken (picked) from your warehouse, store, storage facility, etc. and shipped to the customer.
InventoryControl Printable Help 5. After the order is fully picked it has a status of Completed. You can have InventoryControl automatically email the packing slip to the customer. 11.2 Creating a Pick Order This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen.
InventoryControl Printable Help Notice that the screen prominently displays the status as New. This status message changes based on the state the order is in. Possible statuses are: New - This always displays when creating a new order. Issued - Once the pick order is printed or emailed, the status changes to Issued.
InventoryControl Printable Help 1. Enter a Pick Order Number. Each pick order is assigned a unique identifier consisting of an alpha-numeric value up to 36 characters. This number can be manually entered each time you create a new pick order or you can create a template that the software will use to automatically generate a number for you. If you have set up a template, click the Generate button to have InventoryControl create and assign an order number.
InventoryControl Printable Help o Manual - Use this option to add one-time items, such as shipping and handling, to an order. Manual items cannot be picked on the mobile devices. Item Number - Enter the Item Number of the item you want to add to the order. To enter an Item Number, you can type or scan the value into the field, or you can use the drop down list to see the first 10 items in the database, select on the drop down list to see all items in the Item List.
InventoryControl Printable Help In order for the email feature to work correctly, you must set your SMTP Server, User Name and Password (if authentication is required for outgoing mail) and the SMTP Port on the Options screen. If these are not set, an error message will appear. For more information on setting these email options on the Options screen, please refer to the Options Screen topic. For more information on the Email Distribution List, please see the Email Distribution List topic. 10.
InventoryControl Printable Help 11.4 Pick Order List Example This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. The Pick Order List displays all active pick orders entered in the system. Active pick orders are those that have a status of New, New-Over Due, In Process or In Process-Over Due.
InventoryControl Printable Help 11.5 Picking Orders This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. When a pick order is actually being picked, meaning the inventory is being readied for shipping to the customer, the quantities that are removed from inventory for each item on the order are entered in the Pick screen.
InventoryControl Printable Help 4. Enter the date these items are to be shipped in the Ship Date field. 5. You can optionally type in notes for this order in the Notes screen. 6. How you can mark the items as picked. Select the checkbox next to the item you are picking: The Quantity field becomes enabled allowing you to enter the quantity you picked.
InventoryControl Printable Help for more information on the Packing Slip for Session option). Email Packing Slip - Sends an email containing this packing slip to the selected addresses. If you have selected to view the Email Destination List (selected on the Options screen), the list will appear allowing you to select email address or change email addresses as needed.
InventoryControl Printable Help This feature opens a screen that allows you to quickly type in or scan in information. When you click the Quick/Scan Entry button, a screen similar to the one shown below appears: You can scan the barcode label on the item and the fields on the Quick/Scan Entry screen will populate with the scanned information. Click the Pick button, then scan the next item and the screen clears and repopulates with the new information.
InventoryControl Printable Help Chapter 12 - Purchase Orders/Receiving 12.1 Purchase Orders/Receiving Overview This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. Purchase orders can be created in InventoryControl when you need to order additional inventory from suppliers.
InventoryControl Printable Help have entered an email address. You can enter email addresses for your suppliers on the Create New or Edit Supplier screen. To further streamline the process, you can use a barcode scanner to add information to the scannable fields on the Create New Purchase Order screen, including Supplier, Purchase Order Number and Item Number. The basic flow from purchase order creation to receiving the items is as follows: 1.
InventoryControl Printable Help The Purchase Order now appears on your Purchase Order List (Lists > Purchase Orders). From the Purchase Order List you can Edit or Delete (as long as the order has not been partially received) the order as needed. For an example of the Purchase Order List, please refer to the Purchase Order List Example topic. For detailed information on using the list screen, please refer to the Working with Lists topic. 2.
InventoryControl Printable Help 12.2 Creating a New Purchase Order This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. Purchase orders can be created in InventoryControl and emailed directly to your supplier, or printed for faxing or mailing.
InventoryControl Printable Help Possible statuses are: New - This always displays when creating a new order. Issued - Once the purchase order is printed or emailed, the status changes to Issued. In Process - Once the order has started to be received (via the Receive screen accessed from the Receive/Pick menu), the status becomes In Process and the Received Quantity will display for each item on the order.
InventoryControl Printable Help Entering Company Information topic. 5. Enter a Reference Number for this Purchase Order (optional). 6. The Order Date defaults to today's date. You can change this date by clicking the button next to the field and selecting a new date. 7. Select a Due Date for this Purchase Order. You can type in a date or click the button next to the field and select a date. 8. Select the preferred Ship Method for this order from the drop down list.
InventoryControl Printable Help Ordered QTY - Enter the quantity you are ordering of this item. This field defaults to 1. You cannot enter negative values in this field. Order Unit - Select the Order Unit from the drop down field or select to enter a new Unit. You may want to enter a new unit here that is not an "eaches" or Stocking Unit measurement.
InventoryControl Printable Help field on the Email Destination List. It is a good idea to send yourself or someone else internal to your company a copy of any orders you email to a supplier. In order for the email feature to work correctly, you must set your SMTP Server, User Name and Password (if authentication is required for outgoing mail) and the SMTP Port on the Options screen. If these are not set, an error message will appear.
InventoryControl Printable Help 12.4 Purchase Order List Example This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. The Purchase Order List displays all active purchase orders you have in your system. Active purchase orders are those that have a status of New, New-Over Due, In Process or In Process-Over Due.
InventoryControl Printable Help 12.5 Receiving Inventory from Purchase Orders This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. When you begin receiving inventory on a purchase order you created in the system, you will mark that inventory as received on the Receive screen.
InventoryControl Printable Help Note: In the example above, the Show Costing Information option is enabled on the Options screen show costing information is displaying on the Receive screen. If this option was not enabled, the costing information would not appear on this screen. For more information on enabling the Show Costing Information option, please refer to the Options Screen topic. 4. Enter the date these items were received in the Date field. You can enter previous dates, but not future dates. 5.
InventoryControl Printable Help A box appears allowing you to select a Location and a Quantity for that location. Please be aware that quantities entered here are broken into Eaches. For instance, in the example above, 18 cartons of Item 400003 were ordered. Assume there are 200 items per carton. When you enter 5 in the Location/Quantity field, you are telling the system that 5 items from a carton were received into this specific location, rather than 5 cartons being received.
InventoryControl Printable Help You can scan the barcode label on the item and the fields on the Quick/Scan Entry screen will populate with the scanned information. Click the Receive button, then scan the next item and the screen clears and repopulates with the new information. This is an easy method for quickly marking items as picked.
InventoryControl Printable Help 12.6 Purchase Order FAQ What is the difference between the Shipping Unit of Measure and the Stocking Unit of Measure? The Stocking Unit, entered on the Create New Item or Edit Item screen, Additional tab, is the portion by which the quantity will be stored in your inventory. This unit represents "Eaches", meaning it represents how you want each item of this type to be measured.
InventoryControl Printable Help 12.7 Deleting Purchase Orders/Pick Orders Pro and Enterprise Versions Only Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. You can quickly delete a Purchase Order or Pick Order from the Purchase Order or Pick Order List. Only orders with a status of New can be deleted.
InventoryControl Printable Help 12.8 Receive/Pick Menu This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. The Receive/Pick Menu groups functions for receiving inventory from purchase orders and shipping pick orders into one location.
InventoryControl Printable Help topic. Pick - The Pick function allows you to designate pick orders for shipping or to close a pick order. Pick Orders list inventory that needs to be sent to a customer. Pick orders remove inventory from an item in the same way you manually remove inventory via the Remove Inventory screen (accessed from the Inventory menu or from the Item and Inventory lists.) For information creating a new pick order, please refer to the Creating a Pick Order topic.
InventoryControl Printable Help 12.9 Managing Payment Methods This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. This function accesses a screen that allows you to delete, export or print shipping methods you have entered into the system via the Payment Method field on the Create New Purchase Order screen.
InventoryControl Printable Help 3. The last row on the grid is blank. Click in the row and type in the new payment method. 4. Press ENTER or the down arrow key on your keybord to go to the next new row and enter another payment method. 5. Click Save to save your additions or Cancel to close the screen without saving. 12.9.2 Deleting/Printing/Exporting Payment Methods: 1. From the Main screen, click the Receive/Pick icon. The Receive/Pick menu appears at the bottom of the screen. 2.
InventoryControl Printable Help 3. Highlight the desired listing, then select the function you want to perform. Options are: Delete - This deletes the highlighted shipping method from the database. When you select this option, a confirmation message will appear. Select Yes on the confirmation message to delete the method. It will no longer appear in the Payment Methods drop down list. Print - Allows you to print the Payment Method List.
InventoryControl Printable Help Make sure you save this to a location you can remember. You must also choose a name for your file on this screen. After you have made your selections, click Save to export your data. A confirmation message will appear when your data has been successfully exported by the system.
InventoryControl Printable Help 12.10 Managing Shipping Methods This function applies to Pro and Enterprise Version users only. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen.
InventoryControl Printable Help 3. The last row on the grid is blank. Click in the row and type in the new shipping method. 4. Click ENTER to go to the next new row and enter another shipping method. 5. Click Save to save your additions or Cancel to close the screen without saving. 12.10.2 Deleting/Printing/Exporting Ship Methods: 1. From the Main screen, click the Receive/Pick icon. The Receive/Pick menu appears at the bottom of the screen. 2. On the Receive/Pick menu, click the Manage Ship Methods icon.
InventoryControl Printable Help Delete - This deletes the highlighted shipping method from the database. When you select this option, a confirmation message will appear. Select Yes on the confirmation message to delete the method. It will no longer appear in the Shipping Methods drop down list. Note that you cannot delete the standard shopping methods that came preloaded in InventoryControl. Print - Allows you to print the Ship Method List.
InventoryControl Printable Help Make sure you save this to a location you can remember. You must also choose a name for your file on this screen. After you have made your selections, click Save to export your data. A confirmation message will appear when your data has been successfully exported by the system.
InventoryControl Printable Help 12.11 Formatting PO and Pick Order Numbers Pro and Enterprise Versions Only Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen. To make creating Purchase Orders and Pick Orders easier, InventoryControl allows you to set up autogenerated numbers.
InventoryControl Printable Help 4. Select the type of value you are entering from the Type drop down list. Your options are: Text - This option enters text or numeric data into the number. If you select Text, a text field appears allowing you to enter the text you want to appear in the number. Date - This option inserts the date into the number. If you select Date, a format field appears allowing you to select how you want the date to appear (mm/dd/yy. etc.
InventoryControl Printable Help 5. When you have chosen your Type and entered the required values, select Add. Your entries will appear in the grid at the top of the screen and an example of how your number will look appears in the screen at the bottom of the screen. 6. Repeat steps 4 and 5 until you have entered all types of data you want to appear in your number. Your selections will appear in the number in the order they are displayed in the grid.
InventoryControl Printable Help 12.12 Email Distribution List Pro and Enterprise Versions Only Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen.
InventoryControl Printable Help Chapter 13 - Creating/Editing/Printing Labels 13.1 Selecting a Label Printer The Labels menu provides access to pre-built labels contained in the software or allows you to create new labels. Printing, Editing, Creating, Browsing Labels: 1. Select a Label Printer: From the Main Screen, click Options > Select Label Printer. The Select Label Printer screen appears. 2. All printers currently connected to this computer will appear.
InventoryControl Printable Help 13.2 Using the Labels Menu The software allows you to select from several pre-built labels that can be printed the list screens or edited from the Labels menu. You can also create your own unique labels from the Labels menu. The following topics are covered in this section: Editing Labels Creating Custom Labels Browsing to an Existing Label 13.2.1 Editing Labels: 1. To edit labels, from the Main screen, click Labels.
InventoryControl Printable Help A list of available labels will appear. If you do not see all the label files shown here upon accessing the list, expand the menu by clicking the + in front of the Labels fields. 2. Click on the label you would like to edit. Wasp Labeler will open with the selected label displayed. You can make changes as needed. Please see the Wasp Labeler online help for detailed instructions on editing labels. To access the help, select Help > Contents from the Wasp Labeler toolbar. 13.
InventoryControl Printable Help 3. Create your label as desired. Please see the Wasp Labeler online help for detailed instructions on creating labels. To access the help, select Help > Contents from the Wasp Labeler toolbar. Note: When saving new labels you have created with Wasp Labeler, they will be listed with the default names shown on the Labels List. The files will automatically save to the .LAB files in the \Labels folder under the folder where you installed InventoryControl.
InventoryControl Printable Help 13.3 Printing Labels from the List Screens InventoryControl allows you to print Location and Item labels directly from the List screens. The following List screens have label printing functionality: Location List - Print Location Labels Item List - Print Item Labels Note: You must select a label printer prior to printing tags from the List screens. To do this, see the topic Selecting a Label Printer. To Print Labels: 1.
InventoryControl Printable Help 219
InventoryControl Printable Help Chapter 14 - Reports 14.1 Report Selection This software comes with many built-in reports to help you maintain your inventory. Selecting a Report: 1. From the Main screen, click the Reports icon. The Reports screen appears: 2. Highlight the desired report, then click the OK button, or double-click on the report name. The report opens in the Report Viewer. For more information on viewing reports, please refer to the Report Viewer topic.
InventoryControl Printable Help 14.2 Report Viewer The Report Viewer presents reports in an interactive environment that permits keyword searches, printing and export to Adobe Acrobat® Reader™ (. pdf), Microsoft® Excel (. xls), Microsoft® Word (.doc) or Rich Text Format (. rtf) files. The Report Viewer is accessed by selecting a report name from the Report Selection screen. The Status Bar in this example reports the current page being viewed, the total number of pages and the current zoom factor.
InventoryControl Printable Help Refresh updates the report with current data. Export Report allows you to save the report as your choice of any of the following formats: Adobe Acrobat® Reader™ (. pdf file) Microsoft® Excel (. xls file) Microsoft® Word (.doc file) or Rich Text Format (. rtf file) Toggle Group Tree OFF/ON - When this is turned off, it will increase the width of the Report display by turning off the Group Tree area at the left of the ReportViewer screen.
InventoryControl Printable Help Specify a keyword and click Find Next to find the next occurrence. Filter allows you to create filters for the selected report using the Report Filter Setup dialog. Once a filter has been applied, the filter criteria will be displayed to the right of the Filter tool in the toolbar.
InventoryControl Printable Help 224
InventoryControl Printable Help Chapter 15 - Administration 15.1 Administration Menu The Administration Menu groups tasks such as creating/editing your company information, Importing/Exporting functions and maintaining security settings into one place. Note: All screen shots in this help file are of InventoryControl Professional Edition. The screens and available features in other versions of InventoryControl and in WaspNest Inventory may differ.
InventoryControl Printable Help Security - The Security Privileges screen allows users set up as Administrators to add users to the system, set user privileges, assign users to specific sites, and delete users. For detailed information on this screen, please refer to the Security Privileges topic. Note: This option is not available in WaspNest Inventory. Import/Export - Import/Export allows you to import data into the database from an file or export data to an external file.
InventoryControl Printable Help 15.2 Company Information Screen The Company Information screen allows you to enter or update information about your business. The name entered in the Company Name field on this screen is used as the application header as well as the header for all reports and pre-defined labels. The information on this screen should be completed first when setting up your software. This topic covers: Entering Company Information Entering Multiple Address Types Deleting an Address Type 15.2.
InventoryControl Printable Help 3. Type in the requested information. The Company Name field is mandatory; all other fields on this screen are optional. 4. Click OK to save your changes. 15.2.2 Entering Multiple Address Types: This software provides you with the ability to enter a Billing Address, Receiving Address and/or Shipping Address for your company and to create new address types as well. You can enter an address for each site that might have inventory shipped to it from purchase orders.
InventoryControl Printable Help 15.2.3 Deleting an Address Type: You can delete one or more addresses for your company by following the steps below. The delete button is only enabled when you have selected one of the address types you entered. It is not enabled when one of the standard address types (Corporate, Receiving, etc.) is selected. 1. On the Company Information screen, select the address type you want to delete by choosing from the Address Type drop down menu. 2. Click the Delete button.
InventoryControl Printable Help 15.3 Adding Users/Editing Security Privileges The Security Privileges screen allows those users setup as Administrators in the system to add users, set privileges, and/or delete users. Note for WaspNest Users: The Security Privileges feature is not available in WaspNest Inventory. For more information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen.
InventoryControl Printable Help When you first access this screen, you will see a user listed as Admin, User (as shown in the screen shot above). This is the default Admin User and this user cannot be changed or deleted. The Admin User profile allows you to access the system for the first time after installation and setup your system. The password for this user can be changed, if needed. 15.3.2 Adding Users to the Security Privileges Screen: 1. On the Security Privileges screen, click File > Add User.
InventoryControl Printable Help 2. First Name, Last Name, a User Name (used when logging on to the system), a Password and Status (which is normally set to Active) are required. You can optionally enter a Title, Department, Manager and/or Email address. If you mark this employee as Inactive in the Status field, Inactive will appear next to his/her name in the User List. 3. Click OK to save the new user information.
InventoryControl Printable Help 5. Click OK when you have selected all privileges to which you want this user to have access. These selections can later be changed by any user who has Administration Privilege. 6. If you have more than one Site, you can limit this user's access to whichever sites you want. To do this, select the Sites to which you want this user to have access. Click Select All to quickly give the user access to all sites.
InventoryControl Printable Help 3. Type in new data as needed, then click the OK button. You will be returned to the Security Privileges screen. 4. Click OK on the Security Privileges screen to save your changes. If you change your own security privileges the changes will not go into effect until the next time you log on. Note: If you select Cancel, you will exit the screen without saving changes made to the Privileges section on the currently selected user.
InventoryControl Printable Help 15.3.6 Security Privileges Definitions: Add Inventory: The user will be able to manually add inventory to the system. Adjust Inventory: The user will be able to adjust inventory amounts. Administration Privilege: The user will be able to modify existing users' Security Privileges and perform all functions in the system. Allow PC Login: The user will be able to login to the program. Audit: The user will be able to perform all audit functions.
InventoryControl Printable Help 15.4 Backing up the Database Note for Enterprise Users: The Backup feature is not available in the Enterprise version. You must use SQL to perform backups. Backing up your database is an important maintenance step that should be performed on a regular basis. Having a current backup helps to minimize data loss in the case of a system shut down or power failure.
InventoryControl Printable Help 15.5 Restore the Database Then software allows you to quickly restore a backup database. This is usually used when there has been some type of catastrophic system loss and allows you to minimize downtime in your business by restoring the last saved database. You can also restore over an existing database, but keep in mind that restoring erases all data currently in your database and replaces it with the data in the backup, including all inventory, users and items.
InventoryControl Printable Help 15.6 Options Screen The Options screen is where you can turn off and on some automatic processes for inventory functions and control how the software performs in certain situations. Note: This topic lists all options available in the Professional and Enterprise version of InventoryControl. Not all options are available in the Standard version of InventoryControl or in WaspNest Inventory.
InventoryControl Printable Help Edit Field Names Max Row Count Previously Processed Mobile Data Show Cost Information During Receiving (applies to Pro and Enterprise Versions Only) Show Warning Messages SQL Server Backup Location Email Options Always Show Email Destination List Packing Slip CC Emails Pick Order CC Emails Purchase Order CC Emails SMTP Password SMTP Port SMTP Server SMTP SSL/TSL SMTP User 239
InventoryControl Printable Help 15.6.1 Accessing the Options Screen: From the Main screen, select Tools > Options. The Options screen appears. All of these options affect all users. Changes made by one user will affect other users who log in.
InventoryControl Printable Help 15.6.2 Allow Negative Quantities on Mobile Devices This option pertains to batch devices only. Negative quantities are not allowed on wireless devices. This option allows you to remove or move items from inventory on the mobile device even though the quantity of those items may have been at zero, according to the database, the last time the mobile device was synchronized. This option is valuable in a batch processing environment.
InventoryControl Printable Help 15.6.3 Allow Over Pick When this option is selected, users can mark more inventory as "picked" than is indicated on the Pick Order. This applies to the PC and mobile devices. 15.6.4 Allow Over Receive When this option is selected, users can mark more inventory as "received" than is indicated on the Purchase Order. This applies to the PC and mobile devices. 15.6.
InventoryControl Printable Help The Create New Customer screen will be opened if an unknown Customer is entered on the Remove Inventory, Create New Pick Order or Check-Out Inventory screens. When the Automatic New option is disabled: A prompt will ask you if you want to continue to the appropriate Create New screen. Sometimes, when data input has a high error rate, this is more desirable as it allows the user to verify the number entered. 15.6.
InventoryControl Printable Help 15.6.12 Packing Slip for Session: The packing slip that can be printed and/or emailed upon saving by default displays only items picked in the current pick session. If you want to pick multiple times and print a packing slip that displays all the picks for this pick order, including items picked previously, you can select to do so on the Options screen. For example: Assume Pick Order 001 a quantity of 5 for item ABC and a quantity of 4 for item XYZ.
InventoryControl Printable Help When this option is disabled, upon clicking the Save button on the Create New screen, the entry will be saved, the screen will remain open with the fields cleared, ready for another entry. Clicking the Close button will exit the Create New screen. When this option is enabled, upon clicking the OK button on the Create New screen, the screen will close automatically. Clicking the Cancel button on the Create New screen will exit the form without saving any entry made.
InventoryControl Printable Help When this option is turned off, you still will not be able to re-process data that has already been processed. The drop-down list in the first screen of the Pending Uploads wizard simply will not display the processed XML file. 15.6.19 Show Cost Information During Receiving: (applies to Pro and Enterprise Versions Only) When this option is enabled, cost information will display on the Receive screen when you are receiving inventory from a purchase order.
InventoryControl Printable Help If you deselect the Yes checkbox, the list will not appear and the emails will automatically be sent to every address on the list. 15.6.23 Packing Slip CC Emails: You can enter email address here to which a copy of the slip will automatically be sent if you have the Email Packing Slip checkbox selected on the Pick screen. The CC email addresses are in addition to any email addresses selected on the Pick screen - Email Destination List (see above). 15.6.
InventoryControl Printable Help The GMail SMTP server address is smtp.gmail.com. The SMTP user should be 'yourgmailname@gmail.com' (don't forget @gmail.com). The SMTP Password is your Gmail account password. Please be aware that you need to turn this option on for all SMTP servers that require SSL or TSL, not just for GMail SMTP servers. 15.6.30 SMTP User: If your SMTP server requires authentication to send outgoing mail, enter the user name here.
InventoryControl Printable Help 15.7 Archiving Transactions The Archive Transaction feature allows you to archive inactive transactions prior to a specified date. This date defaults to the value specified when you enabled this option on the Options screen. For more information on enabling this option, please refer to the Options Screen topic. Only inactive transactions are eligible for archive. These are transactions that no longer impact the current inventory.
InventoryControl Printable Help 15.8 Editing Field Names When the Edit Field Names option is enabled on the Options screen, users setup with Administrative Privileges on the Security screen can edit some field and function names. Editing Field Names is useful if your business calls one of the functions or fields something different than the default values, or if you want to change the Tool Tip (the text that appears when you hover the cursor over a field) to provide special instructions to your users.
InventoryControl Printable Help 2. You can change the text of the Label (or field name) and that field's associated Tool Tip or click Set to Default to reset the field and tool tip to its original name. Note: Some fields allow the you to edit the tool tip and not the label itself. This is because some label names must remain fixed due to internal constraints. The Form field is disabled, as shown above, for labels throughout the program except for some of the labels on the Create New Item screen.
InventoryControl Printable Help The scope of the custom Tool Tip for this field could be narrowed further by selecting a single Inventory transaction, such as Remove from the Form drop down list. 3. Now select if you want this field to be Visible and/or Required. De-selecting the Visible option completely removes the field from the forms where it occurs. This can be used to streamline data input operations by removing the distraction of unused fields.
InventoryControl Printable Help 15.9 Using Custom Fields InventoryControl allows you to create custom fields on your Items, Sites, etc. This enables you to capture information that is specific to your business needs. The Custom Texts and Custom Numbers and Dates tabs can be found on each of the following screens: Create New Customer Create New Manufacturer Create New Item Create New Site Create New Location Create New Supplier.
InventoryControl Printable Help Note: The fields seen above are not visible when the Edit Field Names option is turned off and no customizations have been applied. Custom Numbers fields will accept values ranging from -999999999999999.9999 to 999999999999999.9999.
InventoryControl Printable Help This field will also be seen in the Edit Customer screen.
InventoryControl Printable Help Chapter 16 - Importing/Exporting 16.1 Importing Into the Database Import allows you to bring data into the program's database from external sources such as .CSV or .TXT files. This allows you to quickly add information to your database rather than having to manually add it when you are initially setting up your software. Data must be imported into the database in the following order: 1. 2. 3. 4. 5. 6. 7.
InventoryControl Printable Help are permissible in text fields. Commas, sometimes used as "thousands" separators, should be removed from numeric fields. Commas are permissible in text fields only when residing within a pair of double quotes, which will cause them to be treated as normal text, not as field delimiters. If you intend to import data to all available tables, make sure you import in the order specified above.
InventoryControl Printable Help 4. Click Next when you are ready to proceed. The Step 2: Field Delimiter screen appears. Delimiters are used to separate the data items in a database (the columns in the database table) when transporting the database to another application. For example, a comma-separated values file (CSV file) is one in which each value in the cells of a table row is delimited by and separated from the next value by a comma. The beginning of a row is indicated by a new line character. 5.
InventoryControl Printable Help 6. Click Next when you are ready to proceed. The Step 3: Field Mapping screen appears. The Field Mapping screen allows you to associate columns which occur within your imported data file and corresponding fields within the table into which data will be written. Depending on the contents of your original database, not every column in your imported data needs to be mapped to a corresponding field in the program.
InventoryControl Printable Help 0 1 These values are case-insensitive, but they are the only values allowed. Anything else will be rejected by Import. The default value is False.
InventoryControl Printable Help 16.1.3 Required Import Fields: All tables have some required fields that must be mapped. These are listed below: Table Site Location Supplier Manufacturer Customer Item Inventory Required Fields Site Location, Site Supplier Code Name Customer Number Item Number, Item Type Item Number, Quantity, Site and Location Example: Site and Location are required fields for importing Locations.
InventoryControl Printable Help 16.1.5 Notes on Importing Inventory: The steps for importing inventory are the same as those listed above; however, there is some important information to be aware of when you are importing inventory: Importing data into the Inventory table is optional. It is equivalent to manually adding inventory at the PC. Quantity and Location data, imported along with an Item Number, increases Item quantities in the database.
InventoryControl Printable Help 16.2 Exporting to a Text File This software allows you to create text files containing data from one or more fields within each of the program's tables. For example, if you want to create a text file of all of the manufacturers in your database, the Export function allows you to quickly do this. Data types and sizes for each table from which data can be exported are documented in the Database Properties topic. How to Export Data: 1.
InventoryControl Printable Help The Export Field Selection screen allows you to select which of the Fields available in the table you have chosen to pull data from will be exported to the specified file. button to To select a field, highlight a listing in the Fields available screen, then click the add it to the Fields selected box. Click the button to add all of the available fields to the Fields selected box.
InventoryControl Printable Help 5. When you are finished selecting all the fields you want to use, click the Up or Down buttons to sequence the fields in the desired order. This is the order they will appear in your exported file. The Preview window at the bottom of the screen displays how your file will look. 6. Click Next to continue. The Step 3: Destination File Format screen appears.
InventoryControl Printable Help The Destination File Format screen allows you to specify the Field Delimiter of choice and whether or not to Include field names on first row. Delimiters are used to separate the data items in a database (the columns in the database table) when transporting the database to another application. For example, a comma-separated values file(CSV file) is one in which each value in the cells of a table row is delimited by and separated from the next value by a comma.
InventoryControl Printable Help 16.3 Related Data Fields Location Table Supplier Table Manufacturer Table Item Table Site Location Supplier Code Supplier Code Manufacturer Item Number Name Inventory Table Site Location Supplier Code Item Number The chart above shows the related data fields that exist within the database tables.
InventoryControl Printable Help If you will be importing data into both the Manufacturer table and the Item table: The same values that reside within the Import Data Columns you choose to map to the Manufacturer table's Name field must also occur within the Import Data Columns you choose to map to the Item table's Manufacturer field. The actual Import file used for the Manufacturer import does not have to be used for the Item import.
InventoryControl Printable Help 16.4 Import Specifics This topic lists all Field Names, Data Types and Sizes for the fields that can be imported. The import wizard contained in this software can automatically map the columns in your import files to the correct column in the database. To do this, however, the column header must match one that the wizard is looking for and the data type must be correct. Below is the header and data type the import wizard is expecting. Modify your .csv or .
InventoryControl Printable Help Custom Text 4 Custom Text 5 Custom Text 6 Custom Text 7 Custom Text 8 Custom Text 9 Custom Text 10 Customer No.
InventoryControl Printable Help Site Supplier Code varchar varchar 50 30 16.4.
InventoryControl Printable Help Pallet (Track By?) PO (Required?) Reorder Qty Sale Price Serial Number (Track By?) Supplier (Required?) Supplier Code Supplier Name Unit of Measure Weight Weight Unit Width char char decimal money char 1 1 9(15,4) 8 1 char varchar varchar varchar varchar varchar varchar 1 30 50 10 50 50 50 16.4.
InventoryControl Printable Help 16.4.5 Manufacturer Table Properties: Field Name Address 1 Address 2 City Contact Cell No Contact Ext.
InventoryControl Printable Help 16.4.6 Supplier Table Properties: Field Name Address 1 Address 2 City Contact Cell No Contact Ext.
InventoryControl Printable Help 16.4.7 Data Type Definitions: The maximum sizes permitted by the data types defined below are greater than the field lengths used in the database. Refer to the sizes given in the tables above to avoid truncation when using Import.
InventoryControl Printable Help For example, if your Long Date format, as shown in Regional Options is dddd, MMMM dd, yyyy (Friday, June 27, 2003), you can use any of the mdy alphabetic formats shown above, but you can not use any of the dmy or ymd formats. Valid Numeric datetime Formats for Microsoft® SQL Server™ 2000 (characters enclosed in brackets are optional): number separator number separator number [time] [time] [0]4/15/[19]96 -- (mdy) [0]4-15-[19]96 -- (mdy) [0]4.15.
InventoryControl Printable Help Scale instead, to make this assessment. Size can and should be used for all other Data Types. int Integer (whole number) data from -2^63 (-9223372036854775808) through 2^63-1 (9223372036854775807). money Monetary data values from -2^63 (-922,337,203,685,477.5808) through 2^63 - 1 (+922,337,203,685,477.5807), with accuracy to a ten-thousandth of a monetary unit. This data type is limited to a maximum of four decimal points.
InventoryControl Printable Help Chapter 17 - Performing an Audit 17.1 Auditing Your Inventory As many business owners know, keeping accurate counts of inventory is a critical part of maintaining a well-run business. For instance, if an inventory item is listed in the system as having met its reorder point, but the quantity in the system is based on an inaccurate count, your business could end up wasting money on reordering inventory that was not in danger of being depleted.
InventoryControl Printable Help 17.2 Audit Flow Overview The audit process in this software is broken into 7 steps: 1. Create a pre-audit backup of your database. 2. Start the Audit Mode on the PC. If you are using mobile devices, create a database of the system while in audit mode and download it to the mobile devices to be used during the audit. If you are using a wireless connection, you will not need to download the audit database. Your mobile device will connect to the database as usual. 3.
InventoryControl Printable Help is displayed below: With Audit Mode Active, you should next create mobile databases and download them to mobile devices if you will be using mobile devices for the audit. If you are using a wireless device, you will not need to download the database. 5. Now you can begin entering counts manually on the PC or on the mobile devices via the Audit screen.
InventoryControl Printable Help 1. On the Inventory menu, click the Audit icon (this is the same icon you clicked to begin the Audit Mode). The Audit screen appears: button located to the right of the field Note: To prevent fields from clearing, click the pushpin you want to lock. This is helpful when you have to perform multiple Adds at one Location, for example.
InventoryControl Printable Help 3. Enter a Transaction Code (optional): This field allows you to type in a value or select a previously-entered code that describes the transaction. 4. Enter Notes (optional): This field allows you to add and store additional information that describes the transaction. 5. After you have entered all information on the screen, click the Audit button. The audit transaction will be added to the Pending Transaction List.
InventoryControl Printable Help 17.5 Reviewing the Not Counted Items Report This software contains several audit reports that allow you to review count and discrepancy information. Most of these reports are useful for review after the audit is completed and are discussed later in this topic. The Not Counted Items Report, however, should be reviewed before you reconcile your counts.
InventoryControl Printable Help This screen lists all audit transactions and includes the following columns: Item Number Current Quantity - This is the quantity that was listed for this item in the system prior to the audit. Audited Quantity - This is the quantity that you entered for this item on the Audit screen. You can update this field on the Complete Audit screen by selecting the field and typing in a new number or by using the up or down arrow buttons next to the field.
InventoryControl Printable Help 17.7 Reviewing the Remainder of the Audit Reports This software contains several audit reports that allow you to review a variety of information. Available reports are: Accepted Audit Discrepancies Report Accepted Audit Result Report Audit History by Audit Date Audit History by Item Number Not Counted Item Report Unreconciled Audit Discrepancies Unreconciled Audit Report These reports are accessed by click the Reports icon on the Main Screen.
InventoryControl Printable Help Chapter 18 - Search Function 18.1 Searching for Information The Find screen allows you to easily search for information within the Inventory Control database. You can limit your search to a specific table(Information you enter into each field in InventoryControl is stored in a database "table" behind the scenes. You can extract this information using the Export Wizard.) in the database, field or even a value within a field on the Find screen. Searching for Information: 1.
InventoryControl Printable Help Selecting the Find All checkbox disables the Field and Value fields. The search results will display all of the records from the table selected in Search. You can click the Advanced button to go to the Advanced Find screen which provides you with more search options. 4. Click the Find button to start the search. When the search is complete, a list will appear displaying all the records that match your criteria. All searches are case insensitive.
InventoryControl Printable Help 18.2 Advanced Find The Advanced Find screen allows you to search a table in the database using multiple values and logical expressions. This screen is useful when the table you are searching contains a lot of data. You can enter several parameters by which to filter your search. When you use this screen, you will construct a filter, which limits the information you are searching for to certain parameters. Using the Advanced Find Screen: 1.
InventoryControl Printable Help Operator is a comparison operator used to evaluate an expression. Comparison Operator = <> >= > <= < Like Not Like Is Null Is Not Null Meaning equal not equal greater than or equal greater than less than or equal less than is similar to value is not similar to value no value any value Like and Not Like are used for text pattern matching. They can only be used with plain text fields, not with dates.
InventoryControl Printable Help 4. Enter the desired values for the seven Advanced Find fields to construct a filter fragment. For example, assume you make the following selections: Table - Customer Field - Address 1 Operator - = Value - 2205 Anywhere Road The Customer table will be searched for any instance of 2205 Anywhere Road appearing in the Address 1 field. 5. Click the Add button after building each filter fragment.
InventoryControl Printable Help 12/25/02 11:59pm will return all records that have the date 12/25/02. 9. Click the Simplified button to revert to the standard Find screen. Chapter 19 – WDT2200 19.1 WDT2200 - Setup the Device The Wasp WDT2200 Communication Wizard allows you to setup your Wasp WDT2200 PDT for use with InventoryControl, filter the database to be used on the PDT, and transfer data to and from the PDT.
InventoryControl Printable Help 3. Click Auto Detect COM Port Settings.
InventoryControl Printable Help 4. Normally, you should not have to make changes to the values set by the Auto Detect function, but changes can be made to the COM Port Settings, if necessary: Specify the Serial Port to which your PDT is connected. The Serial Port drop list will display COM1 through COMn where 'n' is the highest address found on your system. Specify the Baud Rate at which your PC is to communicate with the PDT.
InventoryControl Printable Help When the install has completed, the following confirmation message will appear: 6. Click OK on the confirmation message. After the first install of InventoryControl, you can resend the program at any time by connecting the device and clicking the Transfer Program to Mobile Device button. 7. Next you need to create the mobile database. For more information, please refer to the WDT 2200 - Creating the PDT Database topic. 19.
InventoryControl Printable Help If you are creating a database for a device that already has the program, from the InventoryControl Main Screen, click the Mobility icon. If you have more than one type of mobile device installed, a menu will appear allowing you to select which device you will be working with. If you have only one type, the Mobility Menu for that device will appear at the bottom of the screen. On the Mobility Menu, select Create Mobile.
InventoryControl Printable Help 2. Select the Site, Location, Item Numbers, Customers, Suppliers, Purchase Orders (Pro and Enterprise Versions Only) and Pick Orders (Pro and Enterprise Versions Only) to be downloaded to the device, then click OK. Select the Specify Filter button if you will be limiting the data. Click the Hand icon to access the Find screen to search for data.
InventoryControl Printable Help This value is forced to when there is only one Site setup in the system. A Specific Site This value is forced to when is specified as the Source Site.
InventoryControl Printable Help From: Specify or click the Hand icon to find a specific Item Number that will establish the first valid value in a range of Item Numbers. The last 10 Item Numbers used will be also be listed in the From drop list. To: Specify or click the Hand icon to find a specific Item Number that will establish the last valid value in a range of Item Numbers. The last 10 Item Numbers used will be also be listed in the To drop list.
InventoryControl Printable Help 5. Click Next if you want to proceed to the PC to Mobile Device tab where you can send the database you just created to the device. Click Back to restart the Filter Records dialog. Click Cancel if you want to avoid transferring the newly created PDT database to the PDT at this time. The Create PDT Database screen will close. The database you just created for the PDT can still be transferred later. 6. You are now ready to send the database to the PDT.
InventoryControl Printable Help If you are creating a database for a device that already has the program, from the InventoryControl Main screen, click the Mobility icon. If you have more than one type of mobile device installed, a menu will appear allowing you to select which device you will be working with. If you have only one type, the Mobility Menu for that device will appear at the bottom of the screen. On the Mobility Menu, select Send Data To.
InventoryControl Printable Help If the specified filters produce no eligible Items or Sites, no data will be transmitted to the PDT when a Send Data to PDT is attempted. 2. Make sure the WDT2200 is connected to the PC and powered on, then click the Next button on the PC screen to proceed. Note: If you click the Next button while still logged in on the PDT, the PC screen will prompt you to log out of InventoryControl on the PDT before proceeding.
InventoryControl Printable Help When finished transferring the data, the following message will be displayed on the PC: 302
InventoryControl Printable Help Having received both the InventoryControl program and a database, the PDT will now display the logon screen: InventoryControl V4 User: Password F1-About Once you've entered values for User and Password, you'll be able to perform against the downloaded database. 4. After performing inventory transactions on the PDT, you can retrieve them on the Mobile Device to PC tab. or Click Finish now to close this dialog and return to the InventoryControl Main Menu.
InventoryControl Printable Help 19.4 WDT2200 - Receiving Data from PDT The Receive Data from PDT function is used to transfer data from the PDT to the PC. Receiving Data from the PDT: 1. If you are continuing the setup process, click the Next button at the bottom of the Create PDT Database tab, or click the PC to Mobile Device tab. (You must create the mobile database before you can send it to the device.) Please refer to the WDT 2200 - Creating the PDT Database topic for more information.
InventoryControl Printable Help The following conditions must be true before proceeding: The WDT2200 must be powered on and connected to the PC's serial port. The InventoryControl Log On screen must be displayed on the PDT. Logout if the PDT is still running the InventoryControl program. If you attempt to Receive Data From PDT while InventoryControl is running on the PDT, you will receive a message that you need to logout of the program on the PDT, then try again.
InventoryControl Printable Help When finished transferring data from one or more PDT's, proceed to Upload From Mobile Devices.
InventoryControl Printable Help 19.5 WDT2200 - Data Cycle 1. The WDT2200's Date and Time should be set first, then Setup Device is used to define COM Port settings prior to transferring the InventoryControl program. 2. Send Program to PDT transfers the InventoryControl program to the PDT. 3. Create PDT Database builds a database for the PDT that can contain all the data in the PC database or a subset of the PC's records (via the Filter Records dialog.) 4.
InventoryControl Printable Help 19.7 WDT2200 - Resetting the Device The following steps can be performed to clear all data from the WDT2200. Any inventory transactions not yet uploaded to the PC will be lost if the PDT is reset per the following instructions: 1) Power off the WDT2200 by pressing and holding the power on the screen. key until no text is displayed 2) With the WDT2200 powered off... ...hold down the CMD and left-arrow keys, then press the power key.
InventoryControl Printable Help At the PC, with the WDT2200 connected to your PC and powered on, you must now perform a Setup Device on the PC, to set your COM Port Settings and then Send Program to PDT before you can proceed to Create PDT Database.
InventoryControl Printable Help 19.8 WDT2200 - Setting the Date and Time If the InventoryControl program and a database have already been transferred to the WDT2200, the InventoryControl Log On screen will be displayed when you first power on the PDT: InventoryControl User: Password: If the WDT2200 displays the screen above when powered on, jump to Instructions for Setting Date and Time on a WDT2200 That Already Has InventoryControl Installed.
InventoryControl Printable Help 7) Press the Escape prompt. key to exit the system menu and return to the default power-on You should now perform the Setup Device function to load the InventoryControl program to your WDT2200.
InventoryControl Printable Help If you do not see the Start Menu shown above, power off the PDT and repeat the key sequence described above. 4) From the Start Menu, select 2. WARM START by pressing the 2 key on the PDT. 5) The default power-on prompt will be displayed, showing the ROM version and memory capacity: Press and hold the Command key until the following system menu is displayed: 6) Press the 8 key to select 8.SET 7) Press the 1 key to select 1.
InventoryControl Printable Help Press the Enter key when the screen above is displayed: The InventoryControl Log On screen will then be displayed, allowing you to continue operations with the new date and time settings. 19.9 WDT2200 - Main Menu The InventoryControl WDT2200 PDT Main Menu (not in Audit Mode): 1-Add 2-Remove 3-Move 4-Adjust 5-Details 6-Site Config 7-Logout 8-Receive 9-Pick 0-About Press the appropriate number key on the PDT to perform that function. To Logout, press the 8 key.
InventoryControl Printable Help 19.10 WDT2200 - Interface The Wasp WDT2200 Keypad Press and hold the power Press and release the Alpha key to turn the unit On or Off. key to toggle between Alphabetic and Numeric input. Cursor style in Alphabetic mode: _ Cursor style in Numeric mode: ☐ Double- or triple-tap an alphabetic key to obtain the second or third character. Use the Space Use the Clear Press and release the CMD characters shown in yellow.
InventoryControl Printable Help 19.11 WDT2200 - About Screen The About screen can be accessed by selecting the 7 key on the PDT Main Menu or the 4 key when the PDT is in Audit Mode. About displays the current User, the device's Serial Number, and the current state of the Allow Negative Quantities on Mobile Devices option.
InventoryControl Printable Help Configuring Sites: 1. The Site Config function can be accessed by selecting the 6 key on the PDT Main Menu, or the 3 key if the PDT is in Audit Mode. Site Config Source/Dest Site *(Select) *(Select) F1=Src F2=Dest ESC=Menu 2. Select a Source Site by pressing the F1 key. Source Site: Warehouse 1 Press Ent to accept. ESC to cancel F1=Prev F4=Next Above, the site WAREHOUSE 1 can be accepted as the Source Site by pressing the to accept the value.
InventoryControl Printable Help Warehouse 3 Press Ent to accept, ESC to cancel F1=Prev F4=Next Above, the site WAREHOUSE 3 can be accepted as the Destination Site by pressing the ENT key to accept the value. or Press the F4 key to scroll to the next Site in the PDT database. or Press the F1 key to scroll to the next Site in the PDT database. or Press the ESC key to cancel. 4.
InventoryControl Printable Help Press the Escape key to return to the Main Menu, then select the 6 key to go to the Site Config function. For more information on configuring sites on the PDT, please refer to the topic, WDT2200 - Configuring Sites. The following topics discussed in this section are: Adding Inventory Looping on Serial Number Looping on Location Looping on Item Number Looping on a Track By Tips for Speeding Up Data Entry Adding Inventory: 1. From the Main Menu, press the 1 key.
InventoryControl Printable Help 1. Scan or key in a Location value. The Location field is required for all Add transactions. Enter a Location and press F4 to advance to the next data entry field. Press F1 to go back to the previous data entry field. Press ESC to cancel transaction and return to the previous screen. Add 123 Monitor Location: Warehouse1 ESC=Cancel F1=Prev F4=Next 2.
InventoryControl Printable Help ESC=Cancel As shown above, if you enter a Location or Supplier that's not currently in the PDT database, you will be prompted to accept or reject the entry as a new value to be added to the database. The currently selected Source Site will be displayed when you are about to create a new Location. 4. Press the ENT key to accept the new value or the ESC key to Cancel the creation of a new Location or Supplier.
InventoryControl Printable Help Looping on Serial Number: Fields can be looped, or pinned, by pressing the F3 key. An asterisk displays next to the looped field. If track by Serial Number is enabled for this Item, the Qty field will be set to 1. A quantity of one is assumed for each Serial Number.
InventoryControl Printable Help another Add. PO, Supplier and Tracked By values, if any, for this second Add will be the same as those supplied at the beginning of the loop, if any. 123 Qty: Location: Total Qty: 10.00000 F4=Done While looping on Location, all that is required for each Add are values for Qty and Location. The Total Qty field is incremented each time an Add is submitted while looping. Press the ENT key to submit the Add transaction and continue looping or press the F4 key to exit the loop.
InventoryControl Printable Help While looping on Item #, all that is required for each transaction here are values for Qty and Item #. The Count is incremented each time an Add is done while looping. Press the ENT key to submit the Add transaction and continue looping or Press the F4 key to exit the loop. When looping on Item #, all items entered should have the same Tracked By requirements. If a different Tracked By field is required, you will be prompted to enter the information before continuing.
InventoryControl Printable Help Press the ENT key to submit the Add transaction and continue looping or Press the F4 key to exit the loop. When looping on a Tracked By field, all items entered should have the same Tracked By requirements. If a different Tracked By field is required, you will be prompted to enter the information before continuing. Looping will need to be restarted.
InventoryControl Printable Help 19.14 WDT2200 - Details Screen The Details function is used to display Location and Quantity information for any Item in the PDT's database for the Sites selected in Site Configuration. Details is an abbreviated version of the functionality available in the PC's Inventory List.
InventoryControl Printable Help Details 100007 Monitor Location: ESC=Cancel F1=Prev F4=Next 3. The Location field is required for all Details transactions. Enter a Location and press F4 to advance to the next data entry field. or Press F1 to go back to the previous data entry field. or Press ESC to cancel the transaction and return to the previous screen.
InventoryControl Printable Help In the example shown above, Qty at Loc has a value of 500.00000, showing that 500 of the 626 Total Qty are at Location 1. The TrackBy Qty is 0.00000 because no Tracked By options are enabled,entered or valid for this Item #. 19.14.
InventoryControl Printable Help In the example above, the Item # specified has the Tracked By Pallet option enabled. Having previously supplied the Item # and a Location, the can supply a Pallet number, but doing so is optional. Values you specify here will limit the TrackBy Qty shown on the Details display to some number less than or equal to the Qty value shown for the specified Location. Use of these fields is optional. If they are left blank, TrackBy Qty will equal Qty at Loc in the Details display.
InventoryControl Printable Help 19.15 WDT2200 - Adjusting Inventory The Adjust function allows you to modify the quantity of existing items. Adjust is like a "mini" Audit and will update the quantity using FIFO (First In First Out) to make the total equal to the quantity you enter here. The Adjust function is useful if too much or too little quantity is accidentally entered for an item (on a mobile device, for example), inventory is lost, found, broken, etc.
InventoryControl Printable Help Adjusting Inventory: 1. From the Main Menu, press the 4 key. Adjust Item #: 123 Scan or key in value and press Ent. Press ESC for Menu. 2. Press the Enter key after supplying an Item # or press the ESC key to return to the Main Menu. If the Item # entered is not found in the PDT's database, you will be prompted to try again, as shown below. Adjust Item #: 99999999 Entry not found. Scan or key in value and press Ent. ESC=Menu.
InventoryControl Printable Help Press ESC to cancel transaction and return to the previous screen. If you press F4 to advance to the next data entry field, without first providing a Location value, the following message will be displayed: Please scan or key in Location ESC=Exit Press ESC to Exit the error message and then provide the required Location value.
InventoryControl Printable Help Adjust 100007 Monitor Date Code: ESC=Cancel F1=Prev F4=Next Key in or scan values for each of the Tracked By fields, pressing F4 to advance to the next data entry field.
InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was pressed when prompted for Location while doing an Adjust for this Item: Add 123 Monitor Location: * ESC=Cancel F1=Prev F4=Next An asterisk (*) indicates the intention to do more than one Adjust for this Item #, to more than one Location.
InventoryControl Printable Help Adjust Item #: * Scan or key in value and press Ent. Press ESC for Menu Above, the asterisk (*) indicates the intention to loop on Item #.
InventoryControl Printable Help An asterisk (*) indicates the intention to do more than one adjust for this Item #, for more than one Pallet. Values entered for Item #, Location, PO, Supplier, and any other Tracked By fields will remain locked while looping on Pallet, after entering them for the first adjust: 123 Qty: Pallet: * Total Qty: 30.
InventoryControl Printable Help 19.16 WDT2200 - Auditing Inventory Audit allows you to count the Quantity of one or more Items in your inventory when in Audit Mode. Before you can conduct an audit using the mobile device, you must download a new database created while InventoryControl is in audit mode. For more information on turning on the audit mode on the PC, please refer to the topic Auditing Your Inventory.
InventoryControl Printable Help Audit Item #: 123 Scan or key in value and press Ent. Press ESC for Menu If the Item # you entered is not found in the PDT's database, you will be prompted to try again. Audit Item #: 9999999 Entry not found. Scan or key in value and press Ent. ESC=Menu If the Item # entered is found in the database, the Item's Description will be displayed beneath the Item #: 3. Scan or key in a Location value. The Location field is required for all Audit transactions.
InventoryControl Printable Help Site: Warehouse 2 New Location: Area 7 ENT=OK ESC=Cancel If you are prompted to confirm a new Location that you believe should already exist in the database, press the ESC key to cancel, then return to the Main Menu to check Site Config. If the Location you entered exists only at a Site other than the currently selected Source Site, InventoryControl must treat that value as a new Location for the Source Site.
InventoryControl Printable Help Press Esc to Exit the error message and then provide the required Tracked By value (a Date Code, in this example). 5. When the you are finished doing Audits, even just for an afternoon of counting during a week-long Audit, the Counts can be uploaded to the PC (please refer to the topic WDT2200 - Receiving Data from the PDT for more information).. Multiple PDTs can upload their counts multiple times throughout the Audit Mode period. 6.
InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was pressed when prompted for Location while doing an Audit for this Item: Audit 123 Monitor Location: * ESC=Cancel F1=Prev F4=Next An asterisk (*) indicates the intention to do more than one Audit for this Item #, to more than one Location.
InventoryControl Printable Help Looping on Item Number: Fields can be looped, or pinned, by pressing the F3 key. In the following example, F3 was pressed when prompted for Item #: Audit Item #: * Scan or key in value and press Ent. Press ESC for Menu Above, the asterisk (*) indicates the intention to loop on Item #.
InventoryControl Printable Help Looping on a Tracked By (other than Serial Number) Here, for example, F3 was pressed when prompted for Pallet while doing an Audit for this Item: Audit 123 Monitor Pallet: * ESC=Cancel F1=Prev F4=Next An asterisk (*) indicates the intention to do more than one Audit for this Item #, for more than one Pallet.
InventoryControl Printable Help 19.17 WDT2200 - Moving Inventory The Move function allows you to move inventory quantity for an item from one Location to another. When you create an item, you can add which locations it may be. When you then add inventory (quantity) to the item, you select in which location that quantity will reside. The Move function allows you to move that inventory from the originally assigned location to another.
InventoryControl Printable Help Scan or key in value and press Ent. Press ESC for Menu If the Item # entered is not found in the PDT's database, you will be prompted to try again, as shown below. Move Item #: 99999999 Entry not found. Scan or key in value and press Ent. ESC=Menu If the Item # entered is found in the database, the Item's Description will be displayed beneath the Item #. 3. Scan or key in a From location value.
InventoryControl Printable Help Note: If the Allow Negative Quantities on Mobile Devices Option is disabled on the Options screen, you will receive a warning message if you attempt to Move quantity from a location that does not exist in the PDT database. The Allow Negative option must be set on the PC prior to creating the mobile database. You can check the state of this option on the PDT by viewing the PDT About screen.
InventoryControl Printable Help Key in the inventory Qty being Moved and press F4 or ENT to complete the Move transaction. The Qty value entered must be numeric and it must be greater than zero. If the Allow Negative Quantities on Mobile Devices option is disabled, you will see the following message if you attempt to Move more quantity than that which is available for this Item at the specified From location. Available: 15.0000 Not enough qty avail able to complete the transaction.
InventoryControl Printable Help If Allow Negative Quantities on Mobile Devices is enabled, any Tracked By value is allowed. Press ESC to exit the error message and then provide a Tracked By value that matches inventory in stock at the From location. Looping on Serial Number: Fields can be looped, or pinned, by pressing the F3 key. An asterisk displays next to the looped field. If track by Serial Number is enabled for this Item, the Qty field will be set to 1.
InventoryControl Printable Help An asterisk (*) indicates the intention to do more than one Move for this Item #, to more than one Location. Values entered for Item #, PO and Supplier, if any, will remain locked while looping on Location after entering them for the first Add. Tracking fields are needed only for any Tracked By options enabled for the Item entered.
InventoryControl Printable Help Above, having pressed F3 when prompted for Item # and then having entered the item number and values for Location, PO, Supplier, any Tracked By's, and a value of 25 for Qty, this screen is ready to receive Qty and Item # inputs for the second Move. The Location, PO, Supplier, and any Tracked By values just specified will be used with every Move transaction entered until F4 is used to exit the loop.
InventoryControl Printable Help Above, having entered a value for Pallet and a value of 30 for Qty on the previous screen for the first Move, this screen is ready to receive inputs for another Move. Item #, Location, PO and Supplier values for this second Move will be the same as those supplied at the beginning of the loop. While looping on this Tracked By field, all that is required for each Move are values for Qty and Pallet. The Total Qty is incremented each time an Move is submitted while looping.
InventoryControl Printable Help 19.18 WDT2200 - Removing Inventory The Remove function allows you to remove quantity from any item in the database. Inventory is the amount or quantity of a particular item. Items must first be imported or entered on the Add Item screen before you can add quantity or remove quantity. Inventory is also removed when you pick items for a Pick Order (Applies to Pro and Enterprise Versions only).
InventoryControl Printable Help and press Ent. Press ESC for Menu 2. Press the PDT's Enter to the Main Menu. key after supplying an Item # or press the PDT's ESC key to return If the Item # entered is not found in the PDT's database, you will be prompted to try again, as shown below: Remove Item #: 9999999 Entry not found. Scan or key in value and press Ent. ESC=Menu If the Item # entered is found in the database, the Item's Description will be displayed beneath the Item #. 3.
InventoryControl Printable Help Press ESC to Exit the error message and then provide the required Location value. Note: If the Allow Negative Quantities on Mobile Devices option is disabled, you will see a warning message if you attempt to Remove quantity from a Location that does not exist in the PDT database. The Allow Negative option must be set on the PC prior to creating the database. You can check the state of this option on the PDT by using the 7 key on the Main Menu to go to the PDT About screen.
InventoryControl Printable Help F1=Prev F4=Next Key in the inventory quantity being Removed and press ENT to complete the Remove transaction. The Qty value entered must be numeric and it must be greater than zero. If the Allow Negative Quantities on Mobile Devices option is disabled, you will see the following message if you attempt to Remove more quantity than that which is available for this Item at the specified Location. Available: 83.
InventoryControl Printable Help Press Esc to Exit the error message and then provide a Tracked By value that matches inventory in stock at the specified Location. Looping on Serial Number: Fields can be looped, or pinned, by pressing the F3 key. An asterisk displays next to the looped field. If track by Serial Number is enabled for this Item, the Qty field will be set to 1. A quantity of one is assumed for each Serial Number.
InventoryControl Printable Help An asterisk (*) indicates the intention to do more than one Remove for this Item #, to more than one Location. Values entered for Item #, PO and Supplier, if any, will remain locked while looping on Location after entering them for the first Add. Tracking fields are needed only for any Tracked By options enabled for the Item entered.
InventoryControl Printable Help Above, having pressed F3 when prompted for Item # and then having entered the item number and values for Location, PO, Supplier, any Tracked By's, and a value of 25 for Qty, this screen is ready to receive Qty and Item # inputs for the second Remove. The Location, PO, Supplier, and any Tracked By values just specified will be used with every Remove transaction entered until F4 is used to exit the loop.
InventoryControl Printable Help While looping on this Tracked By field, all that is required for each Remove are values for Qty and Pallet. The Total Qty is incremented each time a Remove is submitted while looping. Press the ENT key to submit the Remove transaction and continue looping or Press the F4 key to exit the loop. When looping on a Tracked By field, all items entered should have the same Tracked By requirements.
InventoryControl Printable Help 19.19 WDT2200 - Removing Kit Items This function applies to Pro and Enterprise Version users only. The Remove Kit function allows you to remove a kit item from the database. This can be considered the same as shipping inventory. You can designate which customer this inventory was shipped to on this screen. Notes: Make sure the PDT's date and time are set correctly before performing inventory transactions.
InventoryControl Printable Help Press ESC for Menu 2. Press the PDT's Enter to the Main Menu. key after supplying an Item # or press the PDT's ESC key to return If the Item # entered is not found in the PDT's database, you will be prompted to try again, as shown below: Remove Item #: 9999999 Entry not found. Scan or key in value and press Ent. ESC=Menu If the Item # entered is found in the database, the Item's Description will be displayed beneath the Item #. 3. Enter the Quantity you want to remove.
InventoryControl Printable Help 5. Scan or key in a Location value (Note: If this is a non-inventory item, you will be taken directly to the Quantity screen - See Step 6): Remove 123 Item Description Location: AREA 2 ESC=Cancel F1=Prev F4=Next The Location field is required for all Remove transactions. Enter a Location and press F4 to advance to the next data entry field. or Press F1 to go back to the previous data entry field. or Press ESC to cancel transaction and return to the previous screen.
InventoryControl Printable Help 6. If this Item does not have Tracked By enabled for the Date Code, Pallet or Lot fields, a screen like the one below will be shown, prompting the entry of Qty. Remove 100007 Paint Can Qty: ESC=Cancel F1=Prev F4=Next Key in the inventory quantity being Removed and press ENT to complete the Remove transaction. The Qty value entered must be numeric and it must be greater than zero.
InventoryControl Printable Help Note: You can press the F2 key to view the last Serial Number entered. If the Allow Negative Quantities on Mobile Devices options is disabled, and a Tracked By value that does not match a value associated with inventory available at the previously specified Location is entered, the following screen will be displayed: No item with this tr ackby specific in st ock ESC=Exit If Allow Negative Quantities on Mobile Devices is enabled, any Tracked By value is allowed.
InventoryControl Printable Help In the example below the F3 key was pressed when prompted for Location while doing a Remove for this Item: Add 123 Monitor Location: * ESC=Cancel F1=Prev F4=Next An asterisk (*) indicates the intention to do more than one Remove for this Item #, to more than one Location. Values entered for Item #, PO and Supplier, if any, will remain locked while looping on Location after entering them for the first Add.
InventoryControl Printable Help Above, the asterisk (*) indicates the intention to loop on Item #.
InventoryControl Printable Help 123 Qty: Pallet: * Total Qty: 30.00000 F4=Done Above, having entered a value for Pallet and a value of 30 for Qty on the previous screen for the first Remove, this screen is ready to receive inputs for another Remove. Item #, Location, PO and Supplier values for this second Remove will be the same as those supplied at the beginning of the loop. While looping on this Tracked By field, all that is required for each Remove are values for Qty and Pallet.
InventoryControl Printable Help 19.20 WDT2200 - Picking Inventory for Orders This function applies to Pro and Enterprise Version users only. When a pick order is actually being picked, that is, the inventory is being readied for shipping to the customer, the quantities that are removed from inventory for each item on the order are entered in the Pick screen. Notes: Picks can also be done at the PC. Manual items cannot be picked on the mobile devices.
InventoryControl Printable Help Press ESC for Menu 2. Enter the Pick Order number, then press the Ent key. Press ESC to return to the Main Menu. Pick Order #: 00001 Scan or key in value and press Ent. Press ESC for Menu 3. Enter the Item Number you are picking, then press Ent. Press ESC to return to the Main Menu. Pick Item #: 1002 Scan or key in value and press Ent. Press ESC for Menu If the Item # entered is not found in the PDT's database, you will be prompted to try again after you press Ent.
InventoryControl Printable Help Note: If this item has any track bys set (serial number, date code, pallet, etc.), you will required to enter those prior to entering a quantity. If this item is tracked by Serial Number, the quantity is limited to 1. 6. Press F4 to complete the transaction. Note: If the Allow Negative Quantities on Mobile Devices option is disabled, you will see a warning message if you attempt to Pick quantity from a Location that does not exist in the PDT database.
InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was pressed when prompted for Location while doing an Pick for this Item: Pick 123 Monitor Location: * ESC=Cancel F1=Prev F4=Next An asterisk (*) indicates the intention to do more than one Pick for this Item #, to more than one Location.
InventoryControl Printable Help Looping on Item Number: Fields can be looped, or pinned, by pressing the F3 key. In the following example, F3 was pressed when prompted for Item #: Pick Item #: * Scan or key in value and press Ent. Press ESC for Menu Above, the asterisk (*) indicates the intention to loop on Item #.
InventoryControl Printable Help Looping on a Tracked By (other than Serial Number) Here, for example, F3 was pressed when prompted for Pallet while doing a Pick for this Item: Pick 123 Monitor Pallet: * ESC=Cancel F1=Prev F4=Next An asterisk (*) indicates the intention to do more than one Pick for this Item #, for more than one Pallet.
InventoryControl Printable Help 19.21 WDT2200 - Picking Kit Items This function applies to Pro and Enterprise Version users only. When a pick order is actually being picked, that is, the inventory is being readied for shipping to the customer, the quantities that are removed from inventory for each item on the order are entered in the Pick screen. Notes: Make sure the PDT's date and time are set correctly before performing inventory transactions.
InventoryControl Printable Help 2. Enter the Pick Order number, then press the Ent key. Press ESC to return to the Main Menu. Pick Order #: 00001 Scan or key in value and press Ent. Press ESC for Menu 3. Enter the Item Number you are picking, then press Ent. Press ESC to return to the Main Menu. Pick Item #: 123 Scan or key in value and press Ent. Press ESC for Menu If the Item # entered is not found in the PDT's database, you will be prompted to try again after you press Ent.
InventoryControl Printable Help continue, but the discrepancy will be caught when you sync that data back to the PC and you will have to correct the quantity on the Edit Transaction screen. 6. Enter the Location of this item, then press F4. Press F1 to return to the previous screen and select a different item. Pick 1001 Monitor Location: 001 ESC=Cancel F1=Prev F4=Next 7. If a track by other than Serial Number is required, you will enter it now.
InventoryControl Printable Help number entered. 10. Press F4 to complete the transaction. Note: If the Allow Negative Quantities on Mobile Devices option is disabled, you will see a warning message if you attempt to Pick quantity from a Location that does not exist in the PDT database. The Allow Negative option must be set on the PC prior to creating the database. You can check the state of this option on the PDT by using the 7 key on the Main Menu to go to the PDT About screen.
InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was pressed when prompted for Location while doing an Pick for this Item: Pick 123 Monitor Location: * ESC=Cancel F1=Prev F4=Next An asterisk (*) indicates the intention to do more than one Pick for this Item #, to more than one Location.
InventoryControl Printable Help Looping on Item Number: Fields can be looped, or pinned, by pressing the F3 key. In the following example, F3 was pressed when prompted for Item #: Pick Item #: * Scan or key in value and press Ent. Press ESC for Menu Above, the asterisk (*) indicates the intention to loop on Item #.
InventoryControl Printable Help Looping on a Tracked By (other than Serial Number) Here, for example, F3 was pressed when prompted for Pallet while doing a Pick for this Item: Pick 123 Monitor Pallet: * ESC=Cancel F1=Prev F4=Next An asterisk (*) indicates the intention to do more than one Pick for this Item #, for more than one Pallet.
InventoryControl Printable Help 19.22 WDT2200 - Receiving Inventory This function applies to Pro and Enterprise Versions only. This screen allows you to select which purchase order you are receiving on and to mark individual items on that purchase order as received into a specific location. Notes: Picks can also be done at the PC. Manual items cannot be received on the mobile devices. Please refer to Creating a Purchase Order for more information on Manual items.
InventoryControl Printable Help Receiving Inventory: 1. From the Main Menu, press the 9 key. The Receive screen appears: Receive PO: Scan or key in value and press Ent. Pres ESC for Menu 2. Enter the PO number that contains the items you are receiving: Receive PO: 10007 Scan or key in value and press Ent. Pres ESC for Menu 3. Enter the Item Number you are receiving: Receive Item: 1001 Scan or key in value and press Ent.
InventoryControl Printable Help 5. The quantity ordered for this item on the PO will appear followed by the order unit quantity. The order unit quantity is the unit of measure used by this supplier for shipping purposes. In the example below, 100 boxes were ordered, each box contains 10 items and 1 is being received. Receive 1001 Monitor PO Qty: 100.0000 box/10.0000: 1 ESC=Cancel F1=Prev F4=Next Note: If this item has any track bys set (serial number, date code, pallet, etc.
InventoryControl Printable Help Looping on Location: Fields can be looped, or pinned, by pressing the F3 key. In the example below the F3 key was pressed when prompted for Location while doing a Receive for this Item: Receive 123 Monitor Location: * ESC=Cancel F1=Prev F4=Next An asterisk (*) indicates the intention to do more than one Receive for this Item #, to more than one Location.
InventoryControl Printable Help Receive Item #: * Scan or key in value and press Ent. Press ESC for Menu Above, the asterisk (*) indicates the intention to loop on Item #.
InventoryControl Printable Help An asterisk (*) indicates the intention to do more than one Receive for this Item #, for more than one Pallet. Values entered for Item #, Location, PO, Supplier, and any other Tracked By fields will remain locked while looping on Pallet, after entering them for the first Receive: 123 Qty: Pallet: * Total Qty: 30.
InventoryControl Printable Help Chapter 20 - Windows Mobile Device 20.1 Windows Mobile Device Data Cycle - Batch Device (No Wireless Connection) PC: 1. Windows Mobile Device Setup: Setup Device 3. Create Mobile Database: Created on PC 4. Synchronize Mobile Device: Download PC to Windows Mobile Device Mobile Device: 5. Get Data from PC on Windows Mobile Device 6. Use Mobile Device 7. Send Data to PC from Windows Mobile Device PC: 8. Synchronize Mobile Device: Upload Windows Mobile Device to PC 9.
InventoryControl Printable Help 20.3 Windows Mobile Device - Interface Once the database has been sent to the mobile device, it will be ready for conducting inventory operations. For more information on setting up your device, please refer to the Windows Mobile Device - Setup Mobile Device topic. Tap the device's InventoryControl icon with the stylus to start the application. An hour glass icon displays while the application opens. The Logon screen displays.
InventoryControl Printable Help version of InventoryControl. For more information on sending the database to the mobile device, please refer to the Windows Mobile Device - Sending New Data from the PC topic. Below is an example of the InventoryControl Main Menu.
InventoryControl Printable Help 20.4 Windows Mobile Device - Default Settings The Windows Mobile version of InventoryControl offers several time-saving features: Site Configuration: If your company uses the same two Sites for all inventory purpose, in the Site Configuration screen, you can set up your device to automatically include these Sites in the appropriate fields in InventoryControl. Pinning: Pinning can be used to lock the values in any field.
InventoryControl Printable Help The Control Panel screen displays. 3. Scroll down to locate the Scanner Settings icon. Double-tap the Scanner Settings icon. The Scanner Control Panel displays. 4. Tap the To Kpd tab.
InventoryControl Printable Help The To Kpd tab displays. 5. Select the Start Scan2Key When Exit check box. Make sure the check box has a check in it. 6. Tap the OK button in the upper right corner of the screen to apply the setting and close the Scanner Control Panel screen.
InventoryControl Printable Help 20.7 Windows Mobile Device - Entering Alphanumeric Data You can enter letters and numbers in fields on the mobile device by using the device's key pad, using the keyboard or by scanning barcodes. Regardless of the method you use to enter data, note that once you enter data in the first field and move to the next field, only the fields that are relevant to the data you entered will display.
InventoryControl Printable Help Scanning If you have information -- such as an Item Number, Site or Location -- in barcode format, and your mobile device has a barcode scanner, you can scan the barcode to enter the data in a chosen field. Tap in the field in which you want to enter data, then scan the barcode by aiming the scanner at the barcode and pressing the scan button. If you find that the scanner is not responding, you may need to enable the scanner. 20.
InventoryControl Printable Help 20.8.2 Batch Windows Mobile Device - Setup the Mobile Device This is the first step in sending the InventoryControl database to your mobile device. Note: This applies to batch devices only. If you are using a wireless connection you will not need to manually send information to the mobile device. Your mobile device will be connected directly to the database and any changes/additions you make on the mobile device will immediately update the database and vice versa.
InventoryControl Printable Help If this is the first time you are setting up the device, you can skip this screen by clicking the Next button. The platform, program and a clean database are automatically sent to the device. If there was a problem with the initial setup, you can select Platform, Program and Clean Database. If you already have a platform set up, select either Program or Program and Clean Database. If you click the Install Programs button, the Add/Remove Programs screen will display.
InventoryControl Printable Help 4. If you are using Windows CE 5, you can click OK on this message and disregard it. If you are using any other version, you will need to click OK on this screen and follow the steps on the mobile device to continue. You may receive this message again during the install. Each time you receive it, you will need to check the mobile device for additional instructions. 5. When the install completed successfully, you will see the following screen: 6.
InventoryControl Printable Help First, select Yes or No under the question "Do you plan to print from the mobile device?". If you select No, the Finish button will become enabled. Click Finish to complete the setup process. If you select Yes, select one of the following options: Yes, I will be printing from a network printer - select this option if you will be printing to a printer on your network. You do not need to do anything else to enable printing. Click Finish to complete the setup process.
InventoryControl Printable Help This tab allows you to filter the information that will be sent to the mobile device, if desired. Filtering helps save memory space on the mobile device by allowing you to select only the data you need to load onto the device as opposed to loading all available data. You can load all data, if desired. 8.
InventoryControl Printable Help Source: Specify or one of the Sites listed in the drop down list. This determines which Sites will be shown in the Source Site list on the mobile device. This is the Site for all inventory transactions to be performed by the device. If you want the device's database to include Items at more than one Site, select . You can only select ALL or 1 specific site. For example, if you have 5 sites, you cannot select 2 to be a Source. You can either select 1 or all.
InventoryControl Printable Help Location: From: Specify or use from the drop list to find a specific Location at the Source Site that denotes the first in a range of Locations that will be included in the mobile database. The last 10 Locations used will be also be listed in the From drop list. Specifying will include all Locations for the specified Source Site in the mobile Database.
InventoryControl Printable Help 9. After you have made your filter selections, click the Next button. The following message appears: 10. Click Yes to create the database. The wizard displays a confirmation message that the database has been successfully created. 11. Click the Next button. The PC to Mobile Device tab displays. Note at the bottom of the screen the wizard indicates there are two steps on this tab.
InventoryControl Printable Help 12. After checking to make sure the device is connected to your PC, click Next. A status bar will appear as the data is transferred. A confirmation message appears after the transfer is complete: 13. Click Finish to close the Wizard screen. 14. On the mobile device, you will see a message similar to the following: Click OK to insert the records into the mobile database. InventoryControl will start automatically on the device after the transfer.
InventoryControl Printable Help 20.8.3 Batch Windows Mobile Device - Sending the Database from the PC As you add, change or remove data from the InventoryControl database, you will need to create and send a new database to your mobile devices. Follow the instructions below to do this. Note: This applies to batch devices only. If you are using a wireless connection you will not need to retrieve information from the mobile device.
InventoryControl Printable Help This tab allows you to filter the information that will be sent to the mobile device, if desired. Filtering helps save memory space on the mobile device by allowing you to select only the data you need to load onto the device as opposed to loading all available data. You can load all data, if desired. 3.
InventoryControl Printable Help Source: Specify or one of the Sites listed in the drop down list. This determines which Sites will be shown in the Source Site list on the mobile device. This is the Site for all inventory transactions to be performed by the device. If you want the device's database to include Items at more than one Site, select . You can only select ALL or 1 specific site. For example, if you have 5 sites, you cannot select 2 to be a Source. You can either select 1 or all.
InventoryControl Printable Help Location: From: Specify or use from the drop list to find a specific Location at the Source Site that denotes the first in a range of Locations that will be included in the mobile database. The last 10 Locations used will be also be listed in the From drop list. Specifying will include all Locations for the specified Source Site in the mobile Database.
InventoryControl Printable Help 5. Click Yes to create the database. The wizard displays a confirmation message that the database has been successfully created. 6. Click the Next button. The PC to Mobile Device tab displays. Note at the bottom of the screen the wizard indicates there are two steps on this tab. Note: Make sure you have the InventoryControl application closed on the mobile device before clicking Next on this tab.
InventoryControl Printable Help 7. After checking to make sure the device is connected to your PC, click Next. A status bar will appear as the data is transferred. A confirmation message appears after the transfer is complete: 8. Click Finish to close the Wizard screen. Mobile Device Procedure On the mobile device, you will see a message similar to the following: Click OK to insert the records into the mobile database. InventoryControl automatically starts on the device after the transfer.
InventoryControl Printable Help 20.8.4 Batch Windows Mobile Device - Retrieving Data from the Device The Send Data to PC function enables you to send data from the mobile device to your PC. You will use this function after you have performed transactions (add, move, etc.) and need to send the data back to the PC. Note: This applies to batch devices only. If you are using a wireless connection you will not need to retrieve information from the mobile device.
InventoryControl Printable Help Make sure the device is attached to the PC, then click Next. 3. The data uploaded from the Windows Mobile Device is sent to an XML file.
InventoryControl Printable Help The Pending Uploads screen will display to allow you to process the uploaded data in the XML file. See the Windows Mobile Device Troubleshooting topic if you encounter errors while using this function. 20.8.5 Batch Pending Uploads Screen This function does not apply to WaspNest Inventory. This screen is used when uploading a batch file from a mobile device. Users with a wireless connection will not use this screen.
InventoryControl Printable Help 2. Use the Upload Selection screen to select one of the sets of data that has been downloaded from a mobile device. There may be several files in the list, depending on how many mobile devices you use and how often you do this step to process accumulated files. We recommend that you always select the oldest file and process those transactions first. The example above shows transactions uploaded from WindowsCE232 on May 31, 2007 at 19:31:30.
InventoryControl Printable Help The New Records toolbar has the following functions: Select all transactions in the list for Acceptance. De-Select transactions in the list. Assign an Existing Value instead of creating a new record When this button is clicked, a screen appears with a drop down list of existing locations from which a value can be selected. Click OK after selecting the Existing Location you want to Assign from the drop down list. 4. Click Next to continue.
InventoryControl Printable Help Select all transactions in the list for Acceptance. De-Select transactions in the list. Display Error (or Warning) associated with the highlighted record. This example shows an Add transaction that has been de-selected because there is an Error associated with it: Click on the Display Error toolbar button to see details about this record's error.
InventoryControl Printable Help 20.8.6 Batch Mobile Devices Pending Uploads - Edit Transactions This function does not apply to WaspNest Inventory. This screen is used when uploading a batch file from a mobile device. Users with a wireless connection will not use this screen. Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest Inventory, please select Help > Benefits of Upgrading on the Main screen.
InventoryControl Printable Help 2. Make changes to the enabled fields as necessary. 3. Click OK to save the changes or Cancel to return to the Pending Transactions screen without making changes. Edit Transactions - Kit Items The steps for editing Pick or Remove Transactions containing Kit Items is slightly different. 1. The process is the same for uploading these transactions.
InventoryControl Printable Help Change the Quantity or Location, then click the Replace button (or Remove, in the case of a Remove transaction). 3. The screen now shows your changes. Click Save on the Edit Transactions screen to save your changes and return to the Step 3 - Transactions screen.
InventoryControl Printable Help 20.9 Wireless Devices 20.9.1 Windows Mobile Device Wireless Setup InventoryControl RF allows you to setup a wireless connection between your mobile device (if it is capable of a wireless connection) and InventoryControl. This allows you to update your InventoryControl database in real time rather than capturing data on the mobile device, then having to sync that data back to the PC (batch process).
InventoryControl Printable Help If you see this screen, click OK and check your mobile device. If additional steps are needed, such as a reboot of the device, instructions will be provided on your mobile device's screen.
InventoryControl Printable Help Note: If InventoryControl RF cannot detect the device, the screen will appear as shown below: Click Search for Device to enable InventoryControl to search for your mobile device. Click Next to continue. 2. The next screen is the Windows CE Printing Setup screen (shown below). This screen allows you to enable printing from your wireless device.
InventoryControl Printable Help First, select Yes or No under the question "Do you plan to print from the mobile device?". If you select No, the Finish button will become enabled. Click Finish to complete the setup process. If you select Yes, select one of the following options: Yes, I will be printing from a network printer - select this option if you will be printing to a printer on your network. You do not need to do anything else to enable printing. Click Finish to complete the setup process.
InventoryControl Printable Help 2. On the Services screen scroll to Wasp Inventory Windows Service. Right-click on Wasp Inventory Windows Service and select Properties. 3. On the Properties screen, select the Log On tab.
InventoryControl Printable Help 4. Select the "This account" checkbox and then the Browse button. 5. Enter the printer name in the box provided, then click the Check Names button.
InventoryControl Printable Help 6. Click OK. 7. On the Log On tab, enter the password and confirmed password, then click Apply. 8. Click the Apply button. 9. A confirmation message similar to the following will appear: "The account .\ has been granted the Log On As A Service right." Click OK on this message. 10. A message similar to the following will appear: "The new logon name will not take effect until you stop and restart the service.
InventoryControl Printable Help 11. Click OK again to close out of the screen. 12. On the Services screen, right- click Wasp Inventory Windows Services and select Stop, then right click again and select Start. Now you will be able to choose which network printer you want to use on the Mobile Devices Wizard > Windows CE Printing Setup screen.
InventoryControl Printable Help 20.10 Tips for Setting Up and Using Windows Mobile Devices This section describes errors that may occur when setting up a wireless connection, printing to a bluetooth printer and tips for getting various Wasp supported mobile devices up and running The information in this topic will help get you up and running with InventoryControl and InventoryControl RF on your wireless device.
InventoryControl Printable Help Tip: Setting up the 3200 and 3250II to Print to a Bluetooth Printer 1. Navigate to Start > Programs > Bluetooth > Bluetooth PowerON. 2. Select Bluetooth Module Power ON > OK. 3. Navigate to Start > Programs > Bluetooth > Bluetooth Printer. 4. Select the black and white icon that displays at the bottom, left of the mobile device screen. 5. Make sure your bluetooth printer is on, then select Inquiry on the mobile device. 6.
InventoryControl Printable Help 9. Double click the Bluetooth printer. From the resulting drop down menu, select Serial Port. The COM port selected for the device will display along with the Baud Rate. Error: "System.Net.Sockets.Socket Exception: An error message is available for the exception but cannot be displayed because these messages are optional and are not currently installed on this device. Please install .NETCFv35.Messages.EN.wm.cab to Windows Mobile.
InventoryControl Printable Help 6. On the Main tab, select your network from the Active Profile list. 7. Click OK. The RF is now enabled. Error: Bluetooth Locks Up: Your Bluetooth connection may become frozen if you have manually enabled Bluetooth (Start > Programs > Bluetooth > Bluetooth Power On), then selected SCAN twice. When Bluetooth locks up, you will not be able to open a connection from Start > Settings > Control Panel > Bluetooth or from Start > Programs > Bluetooth > Bluetooth Manager.
InventoryControl Printable Help Click that icon and make sure "Enable wifi card"is selected. 4. Navigate to Start > Settings > Connections tab > Wireless Manager.
InventoryControl Printable Help 5. At the bottom of the Wireless Manager screen click Menu > Wifi. 6. On the WiFi screen, click Connect. 7. The Network Name and Internet screen appears. Select Next. 8. A screen appears displaying Authentication: WPA2-PSK and Data Encryption: AES. Enter your Network Key and click Next. 9. Click Finish and then OK. 10. Select the COM Ports tab from the bottom of the screen. 11. On the COM Ports tab, select New Outgoing Port. 12.
InventoryControl Printable Help 2. On the Wireless Manager screen, make sure Bluetooth is listed as turned ON.
InventoryControl Printable Help 3. At bottom of the Wireless Manager screen, click Menu, then Bluetooth Settings. 4. On the Settings screen, click on the Devices tab. 5. Click Add new device. The WPA1000 will search for other Bluetooth devices and display them on the screen.
InventoryControl Printable Help 6. Click on your printer in the resulting list, then click Next. 7. Enter your Network Password in the Passcode field, then click Next. 8. Select the Serial Port for the printer and then select Finish.
InventoryControl Printable Help Error: Mobile device locks up If your WPA1000 locks up (no keys work, etc.), perform the following steps: 1. Take the battery out of the mobile device. 2. Insert a pin or a paperclip in the reset button located on the back of the device. 3. While holding the pin in the reset button, put the battery back into the device.
InventoryControl Printable Help 20.11 Using InventoryControl and InventoryControl RF 20.11.1 Windows Mobile Device - About Screen The About screen displays basic information about the version of InventoryControl installed on your device. Viewing the About Screen: To open the About screen, select Help > About.
InventoryControl Printable Help setting the Source and Destination Sites, please refer to the Selecting Sites topic. Note: Setting Source and Destination sites is NOT available on a wireless connection. Copyright information The Wasp Barcode website address. 20.11.2 Windows Mobile Device - Site Configuration InventoryControl provides a time-saving feature for companies who use the same two Sites for all inventory transactions on the mobile device.
InventoryControl Printable Help 3. Enter the Destination Site. The Dest Site field is used as the default for Move (to). 4. Tap OK. After you have configured the Sites, you will see that the appropriate fields are pre-populated with the selected sites in all the device's InventoryControl screens. 20.11.3 Windows Mobile Device - Pinning Fields "Pinning" can be used to lock values you have entered in any field.
InventoryControl Printable Help 20.11.4 Windows Mobile Device - Adding New Customers You can add new Customers in InventoryControl on the Windows Mobile Device only in the Remove screen. The new Customer will not be added unless the data for all other fields is completed correctly and the inventory is successfully removed. Adding a Customer on the Remove Screen: In this example, a new Customer will be added and an Item will be removed. 1.
InventoryControl Printable Help 4. Click Yes. The fields are now reset in the Remove screen. 5. If no errors display, this indicates that both the removal of the Item and the addition of the Customer were successful. To check, tap the Search icon next to the Customer field. 6. The Search Customers screen displays, and the Customer you added displays in the Customer list. See the Mobile Device Troubleshooting topic if you encounter errors while using this function. 20.11.
InventoryControl Printable Help 3. Click OK. The following message displays. 4. Click Yes. The fields are now reset in the Add screen. If no errors display, this indicates that both the addition of the Location and the Item were successful. 5. To verify that the addition was successful, enter the Site with which the Location you added is next to the Location field. associated, then tap the Search icon 6. The Search Locations screen displays, and the Location you added displays in the Location list.
InventoryControl Printable Help 20.11.6 Windows Mobile Device - Adding New Suppliers You can add new Suppliers in InventoryControl on the Windows Mobile Device. New Suppliers can only be added in the Add screen. Notes: You will only be able to add a Supplier for an Item that is tracked by supplier. The new Supplier will not be added unless the data for all other fields is completed correctly and the Add is successfully completed.
InventoryControl Printable Help 4. Click Yes. The Item and the new Supplier are added, and the fields are now reset in the Add screen. If no errors display, this indicates that both the addition of the Supplier and the Item were successful. 5. To verify the supplier was added, tap the Search icon next to the Supplier field. The Search Suppliers screen displays, and the Supplier you added displays in the Supplier # list.
InventoryControl Printable Help 2. Enter the number of the item to which you want to add inventory in the Item # field. In the example above, one Item (1001) is being added to Site 2, Location 1. After the Item Number is entered, the Add screen displays only the fields that are necessary for adding this particular Item. For example, if you enter an Item that is tracked by serial number, the Serial No field will remain on the screen, but other fields such as Date Code and Pallet will no longer display.
InventoryControl Printable Help 4. Enter the Quantity of the Item to be added. Note: If the Item Number you are adding is tracked by serial number, the quantity (Qty field) must be 1. 5. When all required information is entered, tap OK. The Item is added and the Add screen resets, ready for the next Item to be added. Tapping the Reset button clears all fields and restores all available fields to the Add screen display. 6.
InventoryControl Printable Help 20.11.8 Windows Mobile Device - Details Screen The Details screen is used to display Location and Quantity information for any Item in the mobile database for the Site selected. You can also view transactions on this screen. Details is an abbreviated version of the functionality available in the PC's Inventory and Transactions Lists. To View Details: 1. From the Main Menu, tap Details. The Details screen appears.
InventoryControl Printable Help If you want to view all Inventory or all Transaction in the database, click the Inventory or Transactions button without entering any filter information. Transactions displays all events that have been performed on this device since the last sync. Transactions can be used to verify if certain actions have been completed or to check that counts are correct. Inventory can be used to locate items, check quantity or determine where to move an item.
InventoryControl Printable Help 20.11.9 Windows Mobile Device - Checking Out Inventory The Check-Out screen allows you to check-out, or assign, inventory to customers for a specified length of time. Checking out inventory decreases the quantity of that item that you have on-hand, but does not remove the inventory from your database (since it is assumed the inventory will be checked back in).
InventoryControl Printable Help Due Date drop down menu: 7. If you are printing receipts, enter the number of receipts you want to print. 8. Click OK to check out the selected item. 20.11.10 Windows Mobile Device - Checking In Inventory The Check-In screen allows you to Check-In inventory that has previously been Checked-Out to one or more customers.
InventoryControl Printable Help the Window Mobile Device for details) or use the Search function. 1. Enter the Item # you want to check in. Click the i icon to search for a item. 2. Enter the Customer to whom this piece of inventory was checked out. Click the i icon to search for a customer. 3. Enter the Site and Location into which you want to check in this item. Click the i icon to search for a site or location. 4. Enter any track bys you have set up for this item. 5.
InventoryControl Printable Help Note: You can enter characters manually, scan in data (see Entering Alphanumeric Data on the Window Mobile Device for details) or use the Search function. 2. In this example, a quantity of Item (1001) is being moved from Site 1, Location 2 to Site 2, Location 3. Enter the Item Number in the Item field. Note that once the Item Number is selected, the Move screen displays only the fields that are necessary for adding this particular Item.
InventoryControl Printable Help and Pallet will no longer display. If you enter an Item that is not tracked, all tracking fields - PO, Supplier, Lot, Date Code, Serial # and Pallet - will no longer display. 3. Enter the Site and Location from which the Item will be moved. 4. Enter the Site and Location to which the Item will be moved. 5. Indicate the Quantity of the Item that will be moved.
InventoryControl Printable Help 6. When all required information is entered, tap OK. The Item is moved and the Move screen resets, ready for the next Item to be moved. Tapping the Reset button clears all fields and restores all available fields to the Move screen display. 7. When you are finished with the Move screen, tap Close to return to the InventoryControl main menu. See the Windows Mobile Device Troubleshooting topic if you encounter errors while using this function. 20.11.
InventoryControl Printable Help New Locations can only be created during Remove when the Allow Negative Quantities on Mobile Devices option is enabled. If you are prompted to confirm a new Location that you believe should already exist in the database, press ESC to cancel, then return to the Main Menu to check Site Config. If the Location you entered exists only at a Site other than the currently selected Source Site, InventoryControl must treat that value as a new Location for the Source Site.
InventoryControl Printable Help 2. Enter the Item Number to be removed in the Item field. Note that once the Item Number is selected, the Remove screen displays only the fields that are necessary for adding this particular Item. For example, if you enter an Item that is tracked by serial number, the Serial # field will remain on the screen, but other fields such as Date Code and Pallet will no longer display.
InventoryControl Printable Help 4. Optionally enter a Customer. 5. Enter the Quantity of the Item to be removed. 6. When all required information is entered, tap OK. The Item is removed and the Remove screen resets, ready for the next Item to be removed. Tapping the Reset button clears all fields and restores all available fields to the Remove screen display. 7. When you are finished with the Remove screen, tap Close to return to the InventoryControl main menu.
InventoryControl Printable Help 457
InventoryControl Printable Help 20.11.13 Windows Mobile Device - Removing a Kit Item This function applies to Pro and Enterprise Version users only. The Remove Kit function allows you to remove a kit item, which means removing quantity from the component items from your database.. This can be considered the same as shipping inventory. You can designate which customer this inventory was shipped to on this screen. Kit Items can also be removed at the PC. See the Removing Kit Items topic for more information.
InventoryControl Printable Help use the Search function. 2. Enter the Item number you want to remove in the Item # field, or tap the i icon to access the Find screen. Please refer to the Search Function topic for information on using the Find screen. The Remove screen changes when a Kit item is selected: 3. You can optionally enter a customer number or search for a customer. 4. Enter the quantity you want to remove and click OK. The quantity is the number of Kits you want to remove.
InventoryControl Printable Help This is where you will select the Kit's component items to remove. 5. Enter the Item # of the component item, or tap the i icon to view the Kit Info screen. Only items contained in this Kit will appear. The Kit Info screen displays all component items for this Kit item. The Item # is the item number of the component item.
InventoryControl Printable Help remove. If there are 5 items in the kit and you have indicated you want to remove 12, 60 will display here (5 x 12 = 60). If there are 10 items in the kit and you want to remove 12, 120 will display here (10 x 12 = 120). Undo will "undo" all of the transactions for that component item and reset the quantity processed back to zero. Doubleclick on the desired item. The Remove Kit screen will reappear with the selected item populated in the Item # field. 6.
InventoryControl Printable Help Alphanumeric Data on the Windows Mobile Device for details) or use the Search function. 2. Enter or search for the PO number that contains the item you are receiving. 3. Enter the number of the item you are receiving in the Item # field. In the example above, Item 1002 is being received. The Details section displays the shipping unit of measure, how many of the item is contained in the shipping unit of measure (eaches) and the cost information.
InventoryControl Printable Help Costing Information During Receive option is enabled on the PC Options screen. For more information on this option, please refer to the Options Screen topic. You can expand the Details section by tapping the blue arrow next to word Details. If there is more than one possible order unit, the Details section will open automatically and you must pick one of the UOM entries to receive.
InventoryControl Printable Help 5. Enter the Quantity of the Item to be received. Keep in mind that you should enter the Order Unit of measure here. For instance, if you are receive 1 box of 10, enter 1 rather than 10. InventoryControl will do the math behind the scenes and break the shipment down to 10 for you. Note: If this item were tracked by serial number, the quantity would be entered in eaches since you can only have 1 item per serial number.
InventoryControl Printable Help 20.11.15 Windows Mobile Device - Picking Items for Orders The Pick inventory function is used to remove quantity from an item as it is added to a pick order. Pick Orders are created on the PC when an order comes in from a customer. For more information on creating Pick Orders, please refer to the Creating a Pick Order topic. Inventory can also be picked at the PC. Manual items cannot be picked on the mobile devices.
InventoryControl Printable Help 2. Enter or search for the Order # that contains the item you are picking. 3. Enter the number of the item you are picking in the Item # field. In the example above, one Item 1001 is being picked. 4. Enter the Site and Location from which the item is being picked. If you have selected a Primary Location for this item (on the Add/Edit Item screen) the Site and Location fields will automatically populate. You can change these fields if needed.
InventoryControl Printable Help 5. Enter the Quantity of the Item to be picked. If you enter a higher quantity than is indicated on the Pick Order, a warning will appear, but you will be allowed to enter the higher quantity. Note: Notice that this is in eaches. 6. When all required information is entered, tap OK. The Item(s) is marked as Received and the Receive screen resets, ready for the next Item to be received.
InventoryControl Printable Help 7. When you are finished with the Add screen, tap Close to return to InventoryControl main menu. See the Windows Mobile Device Troubleshooting topic if you encounter errors while using this function. 20.11.16 Windows Mobile Device - Picking Kit Items The Pick inventory function is used to remove quantity from an item as it is added to a pick order. Pick Orders are created on the PC when an order comes in from a customer requesting inventory.
InventoryControl Printable Help Alphanumeric Data on the Windows Mobile Device for details) or use the Search function. 2. Enter or search for the Order # that contains the item you are picking. 3. Enter the number of the item you are picking in the Item # field or click the i icon to search..
InventoryControl Printable Help 4. Enter the Quantity you want to pick. This is the number of kits you want to pick. 5. On the Pick Kit screen, enter the Item number of the component item you want to pick or click the i icon to search. If you click the search icon, the following Kit Info screen will appear allowing you to select a component item. Only items contained in the selected Kit will appear on this screen.
InventoryControl Printable Help The Kit Info screen displays all component items for this Kit item. The Item # is the item number of the component item. The Total Qty is the total quantity of this item in this kit multiplied by the quantity you want to pick. If there are 5 items in the kit and you have indicated you want to pick 12, 60 will display here (5 x 12 = 60). If there are 10 items in the kit and you want to pick 12, 120 will display here (10 x 12 = 120).
InventoryControl Printable Help 7. Enter the Quantity of the Item to be picked. If you enter a higher quantity than is indicated on the Pick Order, a warning will appear, but you will be allowed to enter the higher quantity if you so choose. Note: Notice that this is in eaches. 8. When all required information is entered, tap OK. The Item(s) is marked as Received and the Receive screen resets, ready for the next Item to be received.
InventoryControl Printable Help display. 9. When you are finished with the Add screen, tap Close to return to InventoryControl main menu. See the Windows Mobile Device Troubleshooting topic if you encounter errors while using this function. 20.11.17 Windows Mobile Device - Adjusting Inventory Quantities The Adjust function is used to modify the inventory quantity for existing Items. Inventory amounts can also be adjusted at the PC. See the Adjusting Inventory topic for more information.
InventoryControl Printable Help 2. Enter the Item Number in the Item # field. In the example below, quantity for item 1001 at Site 1, Location 3, is being adjusted because one of these items is broken. Note that once the Item Number is selected, the Adjust screen displays only the fields that are necessary for adding this particular Item.
InventoryControl Printable Help 4. Enter the Transaction Code in the Trans Code field. You can type any code directly into this field. Enter the code your company has defined for this transaction. 5. Select either By Count or By Diff and enter an amount. Click the down arrow in the By Count/By Difference field to select one of these options. By Count is used when a literal count has been made of inventory.
InventoryControl Printable Help 6. The Reason field is only used when the adjustment is By Difference. You do not need to use this field if you choose By Count. If you do select By Difference in the Reason field, you must enter a Reason Code. To search for a Reason Code, select the Search icon screen displays. 476 by the Reason field.
InventoryControl Printable Help The first three codes in the screen are used when quantities are being added. The second three codes are used when quantities are subtracted. Positive: Indicates inventory was added. Found: Indicates inventory previously missing has been found. Return: Indicates the inventory is a returned item. Negative: Indicates inventory was removed. Breakage: Indicates inventory is broken. Lost: Indicates inventory is missing. Select a code and tab OK. 7.
InventoryControl Printable Help Inventory can also be audited at the PC. Switching to Audit Mode on the Windows Mobile Device Returning to Normal Mode on the Windows Mobile Device Switching to Audit Mode on the Windows Mobile Device 1. To switch the device to Audit mode, you must first start an Audit on the PC side and send the new database to the mobile device. For information on this, please refer to the topic Auditing Your Inventory. 2.
InventoryControl Printable Help Enter an Item Number, Site and Location. Note that once the Item Number is selected, the Audit screen displays only the fields that are necessary for Auditing this particular Item. For example, if you enter an Item that is tracked by serial number, the Serial # field will remain on the screen, but other fields such as Date Code and Pallet will no longer display.
InventoryControl Printable Help Enter the Quantity. Tap OK. The Audit Item is entered and the screen resets, ready for the next Item. Note that when the screen resets, only the fields used for the Item you just entered display. To reset the screen so that all available fields display, tap Reset. When you have finished entering Items for the Audit, close the Audit screen by tapping the Close button. To send the Audit information to the PC, use the Send PC Data option.
InventoryControl Printable Help 4. Close the mobile version of InventoryControl, then restart the application. The mobile version of MobileInventory opens in normal mode. See the Windows Mobile Device Troubleshooting topic if you encounter errors while using this function.
InventoryControl Printable Help 20.11.19 Windows Mobile Device - Searching for Information You can use the Search function to enter data in many of the Inventory Control fields. Whenever the Search function is available, the Search icon displays next to a field. To Search: 1. Enter full or partial information in the field you want to search, or leave it blank. Tap the Search icon to open the Search screen.
InventoryControl Printable Help The title of the screen is specific to the field you select. For example, if you select the Search icon next to the Item field, the Search Items screen opens. If you select the Search icon next to the Site field, the Search Sites screen opens. When searching for a Location, note that you must first select a Site, then the Location. If you do not select a Site first, the Search Location screen will be empty.
InventoryControl Printable Help 3. Select the Item you want, then tap OK. The Search screen closes and the item you selected displays in the appropriate field.
InventoryControl Printable Help 20.12 Windows Mobile Device Troubleshooting This topic covers error messages and issues that may arise while using the Windows Mobile Device. The subjects currently covered in this Troubleshooting topic are listed below. Click the subject that most closely matches what you are searching for. Click the subject you want to troubleshoot: Error/Alert Messages (listed in alphabetical order): Customer does not exist.
InventoryControl Printable Help Customer "Customer is Not Valid" This message displays if you leave the Customer field empty when it is a required field. You must enter a Customer in the Customer field. "Customer does not exist. Do you want to add this new customer: ?" This message displays if you enter a Customer in the Customer field that does not currently exist in the mobile database.
InventoryControl Printable Help Locations Messages "Location is not valid." This message displays if you do not enter a Location in the Location field or too many characters have been entered in the Location field. You must enter a Location in the Add, Remove, Move, Adjust and Stage screens. You can add a new Location on the mobile device if the one you need is not currently in the mobile device database. "Location does not exist.
InventoryControl Printable Help Pallet Messages "Pallet is not valid." This message displays if: The Item Number you entered is tracked by Pallet and you have not entered a Pallet in the Pallet field. The Pallet you entered is not the correct Pallet by which the Item you entered is tracked. A Pallet that does not exist has been entered in the Pallet field. If a Pallet is required, you must enter the Pallet by which the entered Item Number is tracked.
InventoryControl Printable Help Search Messages "Please select one record from the list and click OK button to return to previous form." This message displays if you do not select any record in the Search screen and then tap OK. You must either select a record in the Search screen, then tap OK, or tap Cancel to exit the Search screen without selecting a record. List area in Search screen is empty (no choices presented).
InventoryControl Printable Help Serial Number Messages "Serial # is not valid." This message displays if: The Item Number you entered is tracked by Serial Number and you have not entered a Serial Number in the Serial # field. The Serial Number you entered is not the correct Serial Number by which the Item you entered is tracked. A Serial Number that does not exist has been entered in the Serial # field.
InventoryControl Printable Help Supplier "Supplier does not exist. Do you want to add this new supplier: ? This message displays when you enter a Supplier that is not currently in the mobile device database in the Supplier field. For more information on adding suppliers on the mobile device, please refer to Windows Mobile Device - Adding Suppliers.
InventoryControl Printable Help Chapter 21 - Glossary Adjust - This term refers to adjusting the quantity of inventory at a specified location. Adjust is like a "mini" Audit and will update the quantity using FIFO (First In First Out) to make the total equal to the quantity you enter here. The Adjust function is useful if too much or too little quantity is accidentally entered for an item (on a mobile device, for example), inventory is lost, found, broken, etc.
InventoryControl Printable Help Disassemble - (Pro and Enterprise versions only.) The process of Disassembling Assembly Items will reduce your inventory for the Assembly Item and increase your inventory of the associated sub-items. You will be Removing inventory for the Assembly Item and Adding inventory to the sub-items, unless the sub-item has been marked to be scrapped. Scrapping an item means that inventory will be reduced for that item during the Disassembly process.
InventoryControl Printable Help Site - The Site is a broad term containing one or more Locations. Inventory is assigned to the locations within the site. For example, you might create a Site labeled Warehouse 1 containing a Locations labeled Bin 1 and Bin 2. Stocking Unit - This is the portion by which an item's quantity will be tracked. This unit represents "Eaches", meaning how you want each item of this type to be measured.
InventoryControl Printable Help Index A Assembly Items - Disassembling................... 107 About Screen ...................................................36 Assembly Items - Editing ................................. 84 About Screen - WDT2200 ..............................315 Assembly Items Examples............................... 88 Adding Inventory ............................................135 Assembly Items Overview ............................... 88 Adding Inventory on the WDT2200..........
InventoryControl Printable Help C Creating New Manufacturers ........................... 76 Changing Your Password ................................42 Creating New Pick Orders ............................. 175 Check for Alerts................................................52 Creating New Sites .......................................... 55 Check for Software Updates ..........................238 Creating New Suppliers ................................... 80 Check in on Windows Mobile Device..........
InventoryControl Printable Help E F Edit Field Names............................................238 FAQ - Purchase Orders ................................. 198 Edit Transactions Screen ...............................415 Field Names - Editing .................................... 250 Editing - Customers..........................................86 FIFO................................................................. 16 Editing Assembly Items....................................84 Find ................
InventoryControl Printable Help Inventory - Auditing on the WDT2200............336 Items - Editing .................................................. 84 Inventory - Check In on Windows Mobile Device ....................................................................449 Items - Picking on the WMD .......................... 465 K Inventory - How to Check In...........................148 Kit Items - Creating ..................................84, 163 Inventory - How to Check Out ........................
InventoryControl Printable Help Lists - Site List Example.................................125 Mobile Device - Wireless Connection ............ 418 Lists - Supplier List Example..........................129 Mobile Device Setup - WDT2200 .................. 291 Lists - Transaction List Example ....................132 Mobile Devices - Edit Transactions ............... 415 Lists - Working With .......................................112 Mobile Devices - Pending Upload Screen .....
InventoryControl Printable Help P Purchase ORder CC Emails .......................... 238 Packing Slip CC Emails .................................238 Purchase Order FAQ ..................................... 198 Packing Slip for Session ................................238 Purchase Order List Example................131, 193 Password - Changing.......................................42 Purchase Order Numbers - Customizing....... 210 Payment Methods - Managing .......................
InventoryControl Printable Help Searching for Information...............................286 SMTP Password ............................................ 238 Security - Adding Users .................................230 SMTP Port .....................................................238 Security - Copying User Profiles ....................230 SMTP Server ................................................. 238 Security - Editing Users..................................230 SMTP SSL/TSL........................
InventoryControl Printable Help Updates - Software - Checking For..................49 WDT2200 - Resetting .................................... 308 Users - Adding to Security .............................230 WDT2200 - Sending Data to the PDT ........... 299 Users - Editing in Security..............................230 WDT2200 - Setting the Date and Time.......... 310 Users - Making Inactive..................................230 WDT2200 - Setup ..........................................
InventoryControl Printable Help Wmd - Interface..............................................387 WMD - Retrieving Data from the Device ....... 409 WMD - Moving Inventory................................450 WMD - Searching for Information .................. 482 WMD - Picking Items......................................465 WMD - Sending the Database from the PC... 403 WMD - Picking Kit Items ................................468 WMD - Setup the Mobile Device.................... 394 WMD - Pinning Fields .
