A. Warehouse Cloud: Physical Count by Bin Overview
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Scanco Portal setting
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Main Applications – Physical Count Icon
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Count by Bin
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Warehouse Prompt
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Warehouse Lookup
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Starting Bin Prompt
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Item Entry Prompt
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More Scanco Portal setting
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Item Lookup
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Lot Prompt
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Lot Quantity Prompt
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Serial Prompt
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Send data collected
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Send Completed
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Sage Unattended Barcode Transaction Import
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Where the goes in Sage
A. Warehouse Cloud: Physical Count by Bin Overview
Requires ACS Multibin, create Physical Count entry in Sage.
1. Scanco Portal Setting
Scanco Portal will be referenced many times in this guide. The portal is where you make changes to the settings regarding how the programming functions.
The web address for the portal is: Sales.Scanco.com
Your portal settings where setup during the installation and would have been \ will be refined during training.
Additional adjustments to the portal can be made by your System Administrator.
Scanco screens
The screens included in this document are Scanco’s Cloud version of Warehouse.
If you have Scanco Native version, the prompts are the same.
The icons or Buttons: in Scanco Native version are similar but different.
2. Main Applications – Physical Count Icon
Press the Physical Count Icon to move to the next screen on the next page.
Buttons
Exit: to exit Scanco Warehouse.
Send: to send all data collected in all applications.
Setting: to adjust settings.
Logout: to change users or companies.
This document will explain the Scanco Count by Bin.
Choosing the Count by Bin icon will move into the screen on the next page.
Count by Bin is enabled when the setting shown below is checked on the Physical Count tab in the Scanco Portal.
Button
Back: to move back to Scanco Warehouse slash screen.
4. Warehouse Prompt
Scan or Key in any valid warehouse code, or use the lookup button to select one from a list.
This prompt will pre-fill with your default warehouse that is set up in the Scanco portal.
Buttons
Back: to move back to Main Applications screen.
Keys: for the on-screen keyboard.
Lookup: for seeing all available Warehouses accessible for use.
Enter: press after keying in data at Warehouse prompt.
5. Warehouse Lookup
This screen will display all enabled warehouses.
Buttons
OK: to move forward with the highlighted warehouse code.
Cancel: to move back to the warehouse code prompt.
6. Starting Bin Prompt
Enter the first bin you intend to count and work your way through the warehouse from lowest to highest bin numbers.
Buttons
Back: to move back to Main Applications screen.
Keys: for the on-screen keyboard.
Lookup: for seeing all available Bin.
Enter: press after keying in data at Bin prompt
Scan or key in any valid item at this prompt. Depending on setting in the Scanco portal you may or may not receive a message regarding items that are not frozen.
Buttons
Review: to enter review mode.
Back: to move back to Main Applications screen.
Each: available if ‘Scan Each’ is enabled in the Scanco Portal.
Keys: for the on-screen keyboard.
Send: to send all data collected in Count by Item.
Pallet: to switch to\from counting Pallets
Lookup: for seeing all available Item for use.
Enter: press after keying in data at Item prompt.
8. More Scanco Portal Setting
Freeze File Not Required
Checking freeze file not required will allow the entry of any item even if items are not frozen in Sage.
This is a nice option for cycle counts when you want to let the user decide what will be counted.
Items will be frozen when they are imported into Sage through the barcode import program.
Allow Add Item to Freeze File
Items will be frozen when they are imported into Sage through the barcode import program.
Freeze File Required
Items must be frozen in Sage before you can start scanning.
9. Item Lookup
NOTE: The Item prompt + Item Lookup will filter possible items to be displayed if you enter a few characters of the item you wish to lookup, Example: entering 665 and pressing the Lookup button would display all items that contain ‘665’ as shown on the list below.
+
Will display:
Pallet ID Entry Prompt
Scan or key in any valid Pallet ID at this prompt. Depending on setting in the Scanco portal you may or may not receive a message regarding counting items on Pallet.
Buttons
Review: to enter review mode.
Back: to move back to Main Applications screen.
Each: available if ‘Scan Each’ is enabled in the Scanco Portal.
Keys: for the on-screen keyboard.
Send: to send all data collected in Count by Item.
Pallet: to switch to\from counting Pallets
Lookup: for seeing all available Item for use.
Enter: press after keying in data at Item prompt.
10. Lot Prompt
Scan or key in lot numbers for lot-controlled valuation product.
NOTE: This prompt is not validated against Lot number in Inventory, discrepancy scans would be discovered in Sage’s Physical Count Variance Register.
Buttons
Back: to move back to Main Applications screen.
Keys: for the on-screen keyboard.
Enter: press after keying in data at Lot prompt.
Scan or key in positive numeric quantity at the quantity prompt.
Buttons
Back: to move back to Main Applications screen.
Keys: for the on-screen keyboard.
Enter: press after keying in data at Quantity prompt.
12. Serial Prompt
Scan or key in serial numbers for serialized valuation product. As serials numbers are collected the “Qty Scanned” field will accumulate +1 for each serials number collected.
Buttons
Back: to move back to Main Applications screen.
Keys: for the on-screen keyboard.
Send: to send all data collected in Count by Item.
Enter: press after keying in data at Item prompt.
Serial Prompt “Qty Scanned” Display
As shown on the right after the first serials number is collected, the “Qty Scanned” field has accumulated +1.
NOTE: This prompt is not validated against Serial number in Inventory, discrepancy scans would be discovered in Sage’s Physical Count Variance Register.
13. Send Data Collected
The ‘Send’ button at the item prompt should be pressed periodically to add items into Sage Physical Count Entry.
Suggested send times:
After counting a row of bins.
Before going on break.
When completely finished counting.
Buttons
Yes: will send data collected to Sage to be imported.
No: to cancel send.
Press ‘Ok’ on this confirmation message to continue.
The Sage Physical Count Variance Register will show inventory count discrepancies which can be addressed in several ways.
- If the item count is low, you can recount the item and add any missing quantity which will accumulate into the existing count.
- If the item count is low, you can reset the quantity counted in Sage’s Physical Count Entry screen and recount the item.
- If the item count is high, you can reset the quantity counted in Sage’s Physical Count Entry screen and recount the item.
- If the item count is low, you can adjust the quantity counted in Sage’s Physical Count Entry screen.
must be running for real-time entries to be created in Sage Inventory Management module > Physical Count Entry > Physical Count Entry
Video: Physical Counts
WS= Warehouse Standard
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