Inventory

The Inventory module is used to create and scan barcodes, to perform an operation on a serial number, to execute cycle counts, and to view and search inventory lookups.

Scanning

The Scanning module is used to scan barcode labels for inventory purposes, and to create and perform operations on serial numbers such as adjustments, or quantity transfers.

Creating a Serial Number and Printing a Barcode

To create a new serial number, select Scanning under the Inventory module from the navigation drawer.

The Scanning screen will appear.

From the action menu located at the top-left corner of the screen, select New.

The New Serial # window will appear where users must select the type of serial number they wish to create.

• Finished Good/WIP - use this option to create a new Finished Good, or WIP serial number.
• Master - use this option to create an inventory master that can be used to link multiple serial numbers to a single master label.
• Purchased - use this option to create a serial number for a purchased item, such as a raw material.

Note

Users can cancel simply by touching the screen anywhere outside of the New Serial # window.

Creating a Finished Good/WIP Serial Number

To create a Finished Good/WIP serial number, select the Finished Good/WIP option from the New Serial # window. The New Serial # screen will appear.

Users must complete the details for the Finished Good/WIP serial number:

• Item - select the item from the drop-down list or use the lookup (required).
• OP # - select Finished from the drop-down list to create a finished goods item or select an operation to create a WIP serial number (required).
• Quantity - enter the quantity for the serial number (required). The unit of measure for the item will automatically display beside the quantity edit box.
• Weight - enter the weight for the serial number (optional). The weight of the serial number will automatically calculate based on the quantity.
• Heat No. - enter the heat number (optional).
• Container - select the container from the drop-down list or use the lookup(required).
• Location - select the location from the drop-down list or use the lookup(optional). The location is used to find the serial number in the warehouse. The location can also be set later by scanning the serial number to a stock location.
• # of S/N - enter the number of serial numbers to generate. Each serial number will contain the same information entered, but a different serial number will be generated.
• Close on Print - check this box to close the New Serial # screen after printing. Un-check this box if you want to create another serial number after creating this one.

Note

The weight is calculated using the Net Finished Shipping Weight field from the Manufacture Routing screen in the main ShopEdge application.

Note

The lookup icon can be used to open a lookup screen to make finding a value easier. It is only available for certain fields.

Note

Users can cancel creating a new serial number by selecting the device’s Back button. Users will be returned to the Scanning screen.

To save the Finished Good/WIP serial number, select Continue located at the top-left of the screen.

A window will appear where users can enter in the number of copies to print and select the printer and barcode. Then, select OK.

The Finished Good/WIP serial number(s) will be printed and created.

Creating a Master Serial Number

To create a Master serial number, select the Master option from the New Serial # window. The New Master window will appear where users must select a Container and Location. Then, select OK.

A window will appear where users can enter in the number of copies to print and select the printer and barcode. Then, select OK.

The Master serial number will be printed and created.

Creating a Purchased Serial Number

To create a Purchased serial number, select the Purchased option from the New Serial # window. The New Serial # window will appear.

Select the Item you are creating the serial number for using the drop-down or use the search function to look up the Item up.

If users wish to re-use the serial number from the Vendor, you can enter it into the system instead of having the system automatically create a new serial number. Enter in the Quantity; the Weight will default based on the default Unit of Measure that is set on the Item. The Weight is not required. Sometimes in the case of raw material, the Quantity and Weight may be the same. Enter in a Heat No., Container, Location, # of S/N’s to be created, and whether to Close on Print. Indicate the number of serial numbers you wish to create. Once the information is complete, select Continue in the top-right corner of the screen.

A window will appear where users can enter in the number of copies to print and select the printer and barcode. Then, select OK.

The Purchased serial number will be printed and created.

Make sure to scan or enter the Purchased serial number once it has been printed and placed on the Item, to update the inventory in the system.

Scanning Serial Numbers

To launch the Scanning screen, select the Scanning option on the navigation drawer under the Inventory module.

The Scanning screen will appear.

To scan a serial number, select the Scan button to launch the Barcode Scanner.

Point the Barcode Scanner at the label you wish to scan. The barcode label will display live on the Barcode Scanner as you move the device around to get a good scan on the label. Once the label is scanned, the Barcode Scanner will close, and the details will display on the Scanning screen.

Note

Instead of scanning, users can manually enter in a serial number the Serial # textbox. When finished, select the Enter key and the serial number details will appear.

Note

If users wish to perform an action for multiple serial numbers, make sure that the Queue Enabled checkbox is selected in the menu located in the top-right corner of the screen. This will allow users to scan multiple serial numbers at one time.

Note

Users can also select Clear Queue at anytime to remove serial numbers from the Scanning screen. This option can be found from the menu located in the top-right corner of the screen.

Serial Number Action Menu

Users can perform different functions using the serial number action menu.

Collapsing Serial Numbers

To collapse a serial number on the Scanning screen, simply select Collapse from the serial number action menu.

The serial number will collapse, and the details will be hidden.

Note

To expand a collapsed serial number, select Expand from the serial number action menu.

Adjusting Serial Numbers

To adjust the quantity of a serial number, select Adjust from the serial number action menu.

The Adjust window will appear where users can adjust the quantity. The reason and notes can also be adjusted. Once the necessary fields are completed, select OK.

The quantity will be adjusted.

Moving Serial Numbers

To move a serial number from location to location, select Move from the serial number action menu.

The Move window will appear. Users must select an Area and Location, then select OK.

The selected serial number will be moved to the chosen location.

If users wish to move a serial number to a Shipping location, the Assign and Pick window will appear.

Users must select a P/S from the drop-down and then select OK.

The selected serial number will be moved to the selected Shipping location and P/S.

Editing Serial Numbers

To edit a serial number, select Edit from the serial number action menu.

The Edit window will appear where users can edit the Container Count, Weight, Container, and Heat No. Once the necessary changes have been made, select OK.

The serial number will be updated with the changes.

Deleting Serial Numbers

To delete a serial number from the system, select Delete from the serial number action menu.

The Delete window will appear. Users have the option of entering in a Reference and/or Notes, then select OK.

The selected serial number will be deleted.

Transferring Quantities from Serial Numbers

To transfer the quantity of a serial number to a new or existing serial number, select Transfer from the serial number action menu.

The Transfer window will appear where users can enter in the Quantity to Transfer. Users have the option to transfer the quantity to a New Serial # or to an Existing Serial #.

For a New Serial #, select OK and the system will automatically print and create a serial number and transfer the quantity.

Note

If the Quantity to Transfer is less than the Quantity Remaining, the Reprint window will appear to reprint the serial number.

For an Existing Serial #, users can manually enter in the serial number or scan it using the Scan button. Then, select OK

The Quantity to Transfer will transfer over accordingly.

Splitting Serial Numbers

To split a serial number, select Split from the serial number action menu.

The Split screen will appear where users must enter in the # of S/N’s and the Quantity Per S/N.

To complete the splitting of quantities between one or more serial numbers, select Done from the action menu.

A window will appear where users can enter in the number of copies to print and select the printer and barcode. Then, select OK.

The quantity will split into the amount of serial numbers that are created and printed.

Note

If quantity still exists on the original serial number, the app gives users an option to reprint the serial number.

Viewing History of Serial Numbers

To view the history of a serial number, select History from the serial number action menu.

The Inventory History for Serial # ______ screen will appear.

Users will be able to view a history of Transactions as well as the Scan Log for the selected serial number.

Printing Serial Numbers

To print a serial number, select Print from the serial number action menu.

A window will appear where users can enter in the number of copies to print and select the printer and barcode. Then, select OK.

The selected serial number will be printed.

Viewing Inventory Lookup for Serial Numbers

To view the Inventory Lookup for a serial number, select Inventory Lookup from the serial number action menu.

The Inventory Lookup screen will appear listing the Item and all attached serial numbers including the one selected from the Scanning screen.

Removing Serial Numbers from the Queue

To remove a serial number from the queue, select Remove From Queue from the serial number action menu.

The serial number will automatically be removed from the queue.

Viewing a Dock Audit

To view a dock audit, select Dock Audit from the serial number action menu.

Note

In order to view a dock audit, the serial number must have a Dock Audit status.

The Dock Audit window will appear. Users can select whether or not the dock audit for the selected serial number has passed or failed and enter in any notes.

If the serial number passes the dock audit, the system will prompt to print.

If the serial number fails the dock audit, the system will prompt to move the serial number to a Held status.

Viewing Serial Numbers in Q/A

To view a serial number in Q/A, select View in Q/A from the serial number action menu.

Note

In order to view a serial number in Q/A, it must have a status of Dock Audit or Held.

The Quality scanning screen will appear.

Top Inventory Scanning Action Menu Functions

On the Scanning screen, users can perform functions using the top action menu.

New

Please see ShopEdge Mobile Android Application > Inventory > Creating a Serial Number and Printing a Barcode.

Queue Enabled

If Queue Enabled is selected, the serial numbers in the queue will be cleared each time a user navigates away from the Inventory Scanning screen.

If Queue Enabled is de-selected, the serial numbers in the queue will remain there each time a user navigates away from the Inventory Scanning screen.

Clear Queue

Users have the ability to clear all serial numbers scanned in the queue.

To do so, from the action menu located in the top-right corner of the screen, select Clear Queue.

The serial numbers will be cleared from the queue.

Combine

Users have the ability to combine serial numbers that are in the queue. Serial numbers can be combined into a new serial number or an existing one.

To combine serial numbers in the queue to a new serial number, select Combine from the action menu located in the top-right corner of the screen.

The Combine window will appear. Select New Serial #, and then OK.

The new serial number will be printed and created.

Move All

Users have the ability to move all serial numbers that are in the queue to a different location.

To do so, make sure to have one or more serial numbers in the queue. Select Move All from the action menu located in the top-right corner of the screen.

The Move window will appear where users can select an Area and Location.

Note

Users can also select or de-select Clear queue on move. If this option is selected, the serial number(s) will be removed from the queue once the move is complete. If it is de-selected, the serial numbers will remain in the queue.

After selecting “OK”, the serial numbers will be moved to the selected location.

Add Queue to Master

Users have the ability to move serial numbers in the queue to a master.

To do so, make sure to have at least one serial number in the queue. Then, select Add Queue to Master from the action menu located in the top-right corner of the screen.

The Add Queue to Existing Master window will appear where users can either enter or scan a master.

The serial numbers in the queue will be added to the master.

Removing Serial Numbers from Masters

To remove a serial number from a master, from the action menu select Remove from Master.

The selected serial number will be removed from the master.

Cycle Count

The Cycle Count module is used to scan serial number barcodes for validation as part of a cycle count that has been started in the main ShopEdge Application.

Cycle Counts

To use the Android application for a Cycle Count, users first must create and define a Cycle Count in the main ShopEdge application. Then, users can select it and scan barcodes on the Android Application.

Note

For more information on how to create a Cycle Count in the main ShopEdge application, navigate to Inventory > Cycle Counts.

To find and view Cycle Counts, select Cycle Count under the Inventory module from the navigation drawer.

The Cycle Count screen will appear listing all of the available Cycle Counts created in the main ShopEdge application.

The first tab, Cycle Counts, lists the current Cycle Counts; and the second tab, History, lists previous Cycle Counts.

Opening a Cycle Count

To open a Cycle Count, select Cycle Count under the Inventory module from the navigation drawer.

The Cycle Count screen will appear listing all of the available Cycle Counts created in the main ShopEdge application.

Locate the Cycle Count you wish to view and from the action menu, select Open.

The Cycle Count detail screen will appear.

The system will display the Cycle Count detailed information and the serial number information for each item. When a serial number is scanned, it will show in green; unscanned serial numbers will show as red.

Scanning Serial Numbers for a Cycle Count

There are two ways in Android to scan serial numbers for a Cycle Count.

The first way is to select Cycle Count under the Inventory module from the navigation drawer.

The Cycle Count screen will appear listing all of the available Cycle Counts created in the main ShopEdge application.

Locate the Cycle Count you wish to scan serial numbers for and from the action menu, select Start Scanning.

The second way is to open the Cycle Count you wish to scan serial numbers for and from the action menu, select Start Scanning.

Both options will open the Cycle Count scanning screen.

Users can manually enter in serial numbers; scan them using the Scan button; or if using the Handheld Scanner simply hold the trigger to scan the serial number barcode.

Once a serial number has been scanned, it will show in green as verified both on the scanning and Cycle Count detailed screen.

Creating a Serial Number for a Cycle Count

Users have the ability to create new serial numbers while scanning serial numbers for a Cycle Count.

To do so, locate the Cycle Count you wish to create a serial number for and from the action menu select Start Scanning.

The Cycle Count scanning screen will open.

From the action menu, select New.

Users can create Finished Good/WIP, Master, and/or Purchased serial numbers.

Note

For more information on how to create Finished Good/WIP, Master, and/or Purchased serial numbers please navigate to ShopEdge Mobile Android Application > Inventory > Scanning > Creating a Serial Number and Printing a Barcode.

The New Serial # screen will appear.

Users must complete the details for the Finished Good/WIP serial number:

• Item - select the item from the drop-down list or use the lookup (required).
• OP # - select Finished from the drop-down list to create a finished goods item or select an operation to create a WIP serial number (required).
• Quantity - enter the quantity for the serial number (required). The unit of measure for the item will automatically display beside the quantity edit box.
• Weight - enter the weight for the serial number (optional). The weight of the serial number will automatically calculate based on the quantity.
• Heat No. - enter the heat number (optional).
• Container - select the container from the drop-down list or use the lookup(required).
• Location - select the location from the drop-down list or use the lookup(optional). The location is used to find the serial number in the warehouse. The location can also be set later by scanning the serial number to a stock location.
• # of S/N - enter the number of serial numbers to generate. Each serial number will contain the same information entered, but a different serial number will be generated.
• Close on Print - check this box to close the New Serial # screen after printing. Un-check this box if you want to create another serial number after creating this one.

Once the serial number(s) has been saved and printed, users must scan the serial number so that it can be verified for the Cycle Count.

Printing a Serial Number on a Cycle Count

To print a serial number that is on a Cycle Count, locate the Cycle Count you wish to print a serial number from and from the action menu, select Open.

The Cycle Count detail screen will appear.

Locate the serial number you wish to print and from the action menu, select Print.

A window will appear where users can enter in the number of copies to print and select the printer and barcode. Then, select OK.

The selected serial number will be printed.

Viewing History of a Serial Number on a Cycle Count

To view the history of a serial number on a Cycle Count, locate the Cycle Count you wish to view a serial numbers history for and from the action menu, select Open.

The Cycle Count detail screen will appear.

Locate the serial number you wish to view a serial numbers history for and from the action menu, select History.

The history will be displayed with different tabs including Transactions, Scan Log, and Dock Audit History.

Inventory Lookup

The Inventory Lookup can be used to search for inventory within the ShopEdge system.

To view the Inventory Lookup, select Inventory Lookup under the Inventory module from the navigation drawer.

The Inventory Lookup screen will appear.

Searching for Inventory

Users can search for inventory based on the Item, OP #, and Warehouse using the Inventory Lookup screen.

To search for inventory, select Inventory Lookup under the Inventory module from the navigation drawer.

The Inventory Lookup screen will appear.

Users can then select an Item, OP #, and/or Warehouse using the available drop-downs. The system will display the inventory (serial numbers) along with pictures if applicable.

Viewing Serial Numbers in Inventory Scanning

To view serial numbers on the Inventory Scanning screen, locate the serial number and from the action menu, select View in Inventory.

The selected serial number will be displayed from the Inventory Scanning screen.

Printing Serial Numbers

To print a serial number from the Inventory Lookup screen, locate the serial number and from the action menu, select Print.

A window will appear where users can enter in the number of copies to print and select the printer and barcode. Then, select OK.

The selected serial number will be printed.