Mobility Lite: Physical Count User Manual

 Video: Physical Counts

Scanco Portal setting

 The 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: customers.Scanco.com

 Your portal settings were set up during the installation and would have been \ will be refined during training.

 Additional adjustments to the portal can be made by your System Administrator.

For more information about:

Lookups - Explains the various lookups

Send Process – Explains the “Send data to Sage” process.

Review User Manual – Covers “Review” mode which is accessible in all Applications.

 Video: Physical Counts 

Main Applications

Press the Physical Count icon to enter the application. Buttons Send: to send all data collected in all applications. Setting: to adjust settings. Logout: to change users or companies. Status: to check if you have sent all data collected to Sage.

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: at the top left, to move back to the Main Applications screen.

Enter: press after keying in data at Warehouse prompt.

Keyboard: for the on-screen keyboard.

Lookup: for seeing all available Warehouses accessible for use.

   

Warehouse Lookup

This screen will display all warehouses that are enabled in the Scanco portal.

Buttons

OK: to move forward with the highlighted warehouse code.

Cancel: to move back to the warehouse code prompt.

Item Entry 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.

The "Scan Each" button is controlled by the option in the Scanco portal shown below.

• “No scan each” will remove the ‘Each’ button shown at the item prompt.
• “Allow Scan Each” will display the button and the user can turn it on\off.
• “Scan Each Always Enabled” will enable the button and the user cannot turn it off.

      

Buttons

Back: at the top left, to move back to the Main Applications screen.

Enter: press after keying in data at Item prompt.

Keyboard: for the on-screen keyboard.

Lookup: for seeing all available Items for use.

Scan Each: available if ‘Scan Each’ is enabled in the Scanco Portal.

Send: to send all data collected in Count by Item.

Review: to enter review mode.

 

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.

Freeze File Required

Unchecking both options below will display the message shown on the right. To resolve, Items must be frozen in Sage before you can start scanning.

    

Allow Add Item to Freeze File

Checking "Allow Add to freeze file" will display the message shown on the right. 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.

    

 

Item Lookup without freezing first

The item lookup will show all items in the freeze file. If you do not freeze items in Sage, the list will grow as you collect and send items into Sage. 

Buttons

OK: to move forward with the highlighted Item code.

Cancel: to move back to the Item code prompt.

Item Lookup when freezing first

The item lookup will show all items in the freeze file. If you freeze items in Sage, the list will most likely be large.

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:

    

Unit of Measure Prompt – optional

Scan or Key in any valid UOM, or use the lookup button to select one from a list.

Scanco portal options:

• No prompt: The program will display the items Standard UOM. 
• Use Default: This prompt will pre-fill with the item’s Standard UOM.
• Prompt with no default: the program will stop at the UOM prompt and be empty.

 

Buttons

Back: at the top left, to move back to the Main Applications screen.

Enter: press after keying in data at Bin prompt.

Keyboard: for the on-screen keyboard.

Lookup: for seeing all available UOM.

Bin Prompt

 If your company has Multi-bin, then the bin collection prompt is required.

For Standard Sage non-multi-bin companies, this field will be a display-only field.

Buttons

Back: at the top left, to move back to the Main Applications screen.

Enter: press after keying in data at Bin prompt.

Keyboard: for the on-screen keyboard.

Lookup: for seeing all available Bin.

  

Bin Lookup

If your company has Multi-bin, then the bin lookup is available.

For Standard Sage non-multi-bin companies, the bin field will be a display-only field. No lookup included.

Quantity Prompt

Scan or key in positive numeric quantity at the quantity prompt.

Buttons

Back: at the top left, to move back to the Main Applications screen.

Enter: press after keying in data at Quantity prompt.

Keyboard: for the on-screen keyboard.

  

Lot Prompt

Scan or key in lot numbers for a 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: at the top left, to move back to the Main Applications screen.

Enter: press after keying in data at Lot prompt.

Keyboard: for the on-screen keyboard.

Lot Quantity Prompt

Scan or key in positive numeric quantity at the quantity prompt. 

Buttons

Back: at the top left, to move back to the Main Applications screen.

Enter: press after keying in data at Quantity prompt.

Keyboard: for the on-screen keyboard.

Serial Prompt

Scan or key in serial numbers for serialized valuation products. As serials numbers are collected the “Qty Scanned” field will accumulate +1 for each serials number collected.

Buttons

Back: at the top left, to move back to the Main Applications screen.

Enter: press after keying in data at Item prompt.

Keyboard: for the on-screen keyboard.

Send: to send all data collected in Count by Item.

  

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. 

  

 

The Sage Physical Count Variance Register will show inventory count discrepancies which can be addressed in several ways.

1. If the item count is low, you can recount the item and add any missing quantity which will accumulate into the existing count.
2. If the item count is low, you can reset the quantity counted in Sage’s Physical Count Entry screen and recount the item.
3. If the item count is high, you can reset the quantity counted in Sage’s Physical Count Entry screen and recount the item.
4. If the item count is low, you can adjust the quantity counted in Sage’s Physical Count Entry screen.

Sage Mobility for Barcode EZ Import program: must be running for real-time entries to be created in Sage Inventory Management module Physical Count Entry.

 

Where the goes to in Sage.

 Video: Physical Counts 

[2021-03-02-4:34:19 PM] KRC: