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Double click the Inventory.exe software you have downloaded from the Support web site.
A login screen will appear. This needs to be pointed to the “Hand Held” line in Wpconsole
Fill in the information as needed:
Host - The PrismCore SQL Server IP address .of the computer where the “Hand Held” line is at in Wpconsole
Port - The port as defined in WPServer.
User - A PrismCore user name login.
Pass - The user’s PrismCore password.
Retain Password – If checked, the password will be saved in the software until otherwise changed. If a single user is used to run inventory applications, this checkbox should be checked. If each user of the uses their own PrismCore password, then this box should be unchecked for security reasons.
Batch Mode – If checked, the application will not automatically transfer the scanned items and quantities directly to PrismCore. Instead, batch mode will store the items for future download when wireless access is available. This mode can be used if scanning in areas without wireless access, such as a storeroom or a warehouse. If wanting Live mode, do NOT check this box.
Clear Data – If selected, the user is given the option to permanently remove batched inventory amounts from the application.
Once you have the information entered, click OK.
The Inventory Application should connect, since you are using Live mode, and open with the following screen.
Before scanning any items, click the Config button at the top on the menu, and choose ‘Parameters’.
The following dialog will open:
Fill in the following, as needed:
Location: Choose your location from the pull down menu.
Batch: PrismCore requires a batch number, which is entered into the software prior to doing inventory. The batch number is usually 1, but can be whatever number you choose as long as the same batch number is used for the entire inventory. In order for the inventory counts to be properly posted in PrismCore, you must use only one batch number for all the physical inventory counts you are going to post together at one time in PrismCore.
Fixture: For the physical inventory, your store should be divided into fixtures and areas. You decide what a fixture and an area are. A fixture can be an aisle, the upper row of an aisle, or a rotating rack, etc. Fixtures are then further broken down into areas. An area may be a shelf or a 3- foot section of an aisle, etc. The fixture and area are used for reporting purposes. Note that each fixture must have at least one area for the data to be processed correctly in PrismCore. Every item scanned will need both a fixture and an area assigned to it.
Area: For the physical inventory, your store should be divided into fixtures and areas. You decide what a fixture and an area are. A fixture can be an aisle, the upper row of an aisle, or a rotating rack, etc. Fixtures are then further broken down into areas. An area may be a shelf or a 3- foot section of an aisle, etc. The fixture and area are used for reporting purposes. Note that each fixture must have at least one area for the data to be processed correctly in PrismCore. Every item scanned will need both a fixture and an area assigned to it.
When finished, click OK. The following will display:
Scan or enter the first item to be counted. Either the XREF or SKU may be entered. The application may process for a moment, and then the correct item’s information should show in the screen, along with a default quantity of 1.
If you determine you do not want to count this item, click ‘Clear’. The system will ask if you wish to save the previously scanned item. Click yes to save, or no to clear.
Users have the option to do an item lookup for this particular item. You can click the ‘Lookup’ button. The following will display:
If you wish to see inventory information (SOH) as opposed to item information, click the ‘Inventory’ radio button at the top of the screen.
The following will display:
To close these screens, click the X at the top right corner.
Change the item quantity, if the desired quantity is more than 1. When finished, click Update to transfer the information to PrismCore, if running in Live mode. NOTE: Pressing Update does not automatically change the stock on hand in PrismCore. It transfers the information to the PrismCore PDT Data Maintenance module.
The screen will clear, and is now ready for the next item to be scanned or entered.
Scan or enter the next item. If a new fixture or area is needed, click the Config > Parameters button to change them before entering new items.
When finished scanning items, go to the PDT Data Maintenance module in PrismCore to save a backup copy, and continue with inventory.
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