CPRealtime™ Mobile Apps
Contents
1. CPRealtime Mobile Apps Website Software Software License Agreement The following is a legal software license agreement between the software end user and Trinity Realtime Inc Carefully read this license agreement before using the product Using the product indicates that you have read this license agreement and agree to its terms If you do not agree to the terms promptly return the package to your Trinity Dealer within 7 days of the date you acquired it for a full refund GRANT OF LICENSE This license permits you to use ONE copy of the software included in this package on any single server For each software licensee the program can be in use on only ONE server at any given time The software is in use when it is either loaded into RAM or installed onto the hard disk or other accessible permanent memory This license permits you to use up to but not more than the number of devices licensed to access the software This product is licensed for non commercial private use only Any use of this product or the images it contains for any commercial purpose including use to create any materials for sale is strictly prohibited The images contained in this product are protected by federal copyright Unauthorized reproduction distribution or display of these images is a violation of the Copyright Act 17 U S C B 101 et seq and may subject you to criminal penalties COPYRIGHT The software contained in this package is owned by Tri2. Main Store L 1 items have been added to the count for item HAN0003 If the item is a gridded item the item will be added to the inventory count with no options specified If the item scan is not found the same error screens as previously mentioned will be displayed MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC Add Barcode When on the fly barcode adding is enabled the user is presented with the following screen when they press the Add Barcode button Location Main Store Barcode 1234765834 Input Keyword or Item Number for lookup Item Number Touch either the Keyword or ltem Number field to enter the search criteria At any time before assigning the barcode pressing the Return button will return the user to the Physical Count screen without assigning the barcode When doing a keyword search the software will only return items matching all the entered keywords MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 10 When doing a keyword search if anything is found matching the criteria the user will be offered a pull down list of items by description Select the appropriate item from that list and press Select Location Main Store Barcode 1234765834 Select correct item from keyword results Balls Logo Golf Caps baseball team Baseball Baseball bat er Baseball bat Pop out Balls Wilson Ultra Baseball Glove Wilson Location Main Store
3. Barcode 1234765834 Select correct item from keyword results Baseball bat Slugger If you did an item number search or selected from the keyword search results the selected item information will be displayed Location Main Store Barcode 1234765834 Item No WIL0002 Description Baseball bat Slugger Stock Unit EACH assi Rem MOBILE PHYSICAL COUNT USER S MANUAL 1 0 Location Main Store Barcode 1234765834 Item No HANO002 Description Caps baseball team Stock Unit EACH Size 2011 TRINITY REALTIME INC 11 If the item is a gridded item the barcode can be assigned to the item with no specific options leave the options at or can be assigned to a particular size color etc Once everything is set correctly press the Assign button Location Main Store Barcode 1234765834 Barcode 1234765834 has been added to the barcode table for item WIL0002 The barcode will be added to the barcode table with the specified options Press the Return button to return to the Physical Count screen If there are no matches to the search an error message will be displayed with the option of trying again with different input or exiting the Add Barcode screen and returning to the Physical Count screen Location East Store Barcode 7777 No items found for the entered keyword s MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 12 2 Mobile Delivery Mobile
4. I nie nee ire em a 19 Iteni POO KU ranen i oot iaelaenennneetadelastautnawel agen mgndsaatc 20 Item TAS dada 21 A O 22 Eror Mess aiii 22 PR PDI B osineen A A SEa EESE 24 Configuring Mobile Physical Count Software 24 PA VIVO C orea aE E OENE TNE AEEA ENNIE 26 o AA N 26 Trinity Realtime Mobile Physical Count Website Software User s Manual 1 0 Trinity Realtime Mobile Platform The Trinity Realtime Mobile Software was designed to be used with a handheld touch device like an iPhone or iPod Touch with a BlueTooth connected barcode scanner Throughout this manual any reference to touching or pressing a key or button should be read as a click for non touch devices such as a laptop computer The Trinity Realtime Mobile Software includes the Mobile Physical Count Mobile Delivery Mobile Quick Receiving and Mobile Quick Transfer Each part of the software is designed to make inventory accuracy quicker and easier The standard display will also depend on the type of device On a non touch device the display will appear without the Touchbar down the side On touch devices there will be a Touchbar down the side of the display Touching this bar will trigger the text input to go into the correct field for scanning or typing Unfortunately at this time the operating systems for handheld devices do not allow a field to automatically come up in a web browser but must be triggered by atouch The Touchbar is our solution to this probl
5. the next item to be scanned Location Main Store L 5 items have been added to the count for item HANO003 Black XL MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC If the 1tem scan is not found and on the fly barcode adding is not enabled the screen will display an error message Press Clear to reset the screen ready to scan the next item Location Main Store E BC Ttem p RAE yt Item 1234765834 could not be found in the Item Database If the item scan is not found and on the fly barcode adding is enabled the screen will display an error message and a button that will allow the user to add the barcode for the item Press Add Barcode see Section 2 or press Clear to reset the screen ready to scan the next item Location Main Store E BC Ttem Hr Wise Re Item 1234765834 could not be found in the Item Database Add Barcode MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 8 Counting Inventory One Item Per Scan When using the One Item Per Scan configuration setting the process will be different If using a touch device touch the Touchbar or the Barcode ltem field to get the insertion cursor into the Barcode ltem field Scan or type the barcode or the CounterPoint item number into this field then press Lookup If the barcode or item number is found the screen will display the update message and reset itself for the next item to be scanned Location
6. Delivery lets you look up an order by the order number or by the address on that order You can then update the quantity of the item s purchased print a pre receipt choose the payment method and or process an order Retrieving Orders You can retrieve order by enter the order number into the Order Number Field or clicking on the Lookup by Address button and entering the address that was on the order into the Address Field Order Retrieve Order or Lookup by Address Address City Lookup Address MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 13 Updating Orders Once you have retrieved the order you can change the quantity continue or start over Order 70133 Order Date 1 9 2013 ATE LESY item Name Unit Price Total 1 21 TEST Test litem 222 20 222 20 Subtotal 222 20 Discount 0 00 Delivery Charges 0 00 Sales Tax 20 00 Grand Total 242 20 Save Changes Start Over When you click Save Changes it will update the changes you have made to the Quantity field as well as the dollar amounts If no changes are made they will remain the same MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 14 Receipt Page On the next screen you will see the dollar totals in the Pre Rece1pt Here you can Print the Pre Receipt Continue to the next screen or Start Over completely The Receipt can be signed on the screen with the custom
7. FE ETE Name on Card Verification Save Order Amount 242 20 Check Drivers License Drivers License State Save Order Once you have selected the payment method and filled out the proper fields you can process the order by hitting the Process Order button MOBILE PHYSICAL COUNT USER S MANUAL 1 0 16 2011 TRINITY REALTIME INC 3 Mobile Quick Receiving The Mobile Quick Receiving Software allows you to receiving an item s and set the price of the item s in a specific business location in just a click of a button Receiving an Item You can receive an item by selecting the appropriate Location User and Vendor The Location is the store location in which you are receiving the item For example Main Store The User is who is doing the receiving at the store For Example if the manager is the one receiving the item or items select MGR The Vendor is who supplies the item to your stores For example Callaway Golf When all the fields are selected hit the start button to continue Location Main store loc User MGR Vendor Callaway Golf MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 17 Item Lookup You can lookup an item by entering the Barcode Item Number in the field seen below and hitting the Lookup Button Loc MAIN Vendor CALLAWAY 0 Loc MAIN Vendor CALLAWAY 0 ST BC ltemit SHIRT Descr Men s Polo 100 cott Stock Unit EACH C
8. The software has not yet been registered with Trinity Realtime or the registration file has been deleted The server registration has changed You must re register this software before you can use it Please re register the software or contact Trinity Realtime to purchase a new license The software has been copied to a new server or the registration file has been modified This software is not licensed to run on this server Please contact Trinity Realtime to purchase a new license The software has been copied to a new server or the registration file has been modified You have already registered x devices You may not use additional devices If you wish to clear the device registrations and start fresh click the button below If you wish to add additional licenses contact Trinity Realtime You have attempted to use a device that is not registered and all the licenses have already been assigned to other devices You can reset the license data to start fresh by clicking the button This will remove all currently registered devices and re register this device as the first Each additional device used to run the software will then be registered into the license data file until all available licenses have been used Physical Count Item xxx could not be found in the Item Database The scanned or entered barcode or item number was not found in the CounterPoint database No quantity was entered Please try again No quantity was entere
9. d in the Count field before the Update button was pressed MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 22 No record was found for item xxx in the Physical Count database Inventory Update Failed Though the item was found in inventory the item was not found in the Physical Count table This may be because the Physical Count was not initialized in Counterpoint before attempting to perform a physical count An inventory record for item xxx could not be found in the xxx location Though the item was found in CounterPoint it does not have an inventory record in the selected warehouse location Add Barcode Item xxx could not be found in the Item Database The specified item number could not be found No items found for the entered keyword s No items were found that matched all entered keywords Barcode is already on file for item xxx This barcode could not be assigned to the specified item because it is already in the database assigned to an item MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 23 Appendix B Configuring Mobile Physical Count Software See the Installation Guide for details on configuring the software Here is a reference to all the settings and what they do DEBUG This is a flag used in debugging problems with the software 0 is off 1 ison The default value is 0 g DSN This is the Data Source Name DSN set on the Web Server See Section 3 for
10. e Main Store by the Manager You can either hit the Start button to enter the 1tem number or the Reset button to start over Item Lookup Once you have hit the start button it will bring you to this screen below where you may enter the Barcode Item Number From EAST To MAIN MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 20 Item Transferred When you have entered the item number and hit the lookup button it will bring you to this screen From EAST To MAIN BC Item SHIRT Descr Men s Polo 100 cott Stock Unit EACH Color Blue gt Size Medium Xfer Qty 2 Here you may select the appropriate color size and quantity you are going to transfer When those fields are selected hit the Transfer button and you will receive a message stated that the item has been transferred You may also hit the New Item button which will allow you to enter a different item or the Reset button which will allow you to start over from the beginning From EAST To MAIN 2 EACHs have been transferred for item SHIRT Blue Medium MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 21 Appendix A Error Messages Refer to the Installation Guide for help with these general error messages Only CounterPoint versions 7 amp 8 are supported An unsupported version of Counterpoint was specified in the configuration file You must register this software before you can use it
11. ed to be re selected unless the web browser is closed and re opened Counting Inventory The first step is to look up the item If using a touch device touch the Touchbar or the Barcode ltem field to get the insertion cursor into the Barcode ltem field Scan or type the barcode or the CounterPoint item number into this field then press Lookup If the barcode or item number is found the display will show the item information Location Main Store L Location Main Store E BC Item 9999 BC Item 9999 RL Descr T shirt no pocket Descr T shirt no pocket Stk Unit EACH Stk Unit EACH Colr White Colr Red Size S Size L Count Count Update Clear Update Clear Non Grid Specific Barcode Grid Specific Barcode If the item is a gridded item and the scanned barcode is not grid specific it will display the available options for the item Select the appropriate options image next page If the item is a gridded item and the scanned barcode is grid specific it will display the options for the item as specified by the barcode MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC Location East Store L BC Item 9999 Descr T shirt no pocket Stk Unit EACH Ifusing a touch device touch the Touchbar or the Count field to get the insertion cursor into the Count field Enter the appropriate count then press Update The screen will display the update message and reset itself for
12. efault value is true MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 24 Single unit per scan true false If this is true the software will add one item to the inventory count each time the item is scanned If this is false the user must enter a count quantity for each item scanned The default value is false Show desc line_2 true false This only applies to CounterPoint v 7 x In some cases there is critical information necessary to differentiate items that is found in the second description line in CounterPoint If this is the case for your company set this to true The software will display the full description when an item is scanned The default value is false show only the first description line SQL username For CounterPoint SQL v 8 x only This is the SQL username You should have this information from the pre install checklist Leave this blank for CounterPoint v 7 x SQL password For CounterPoint SQL v 8 x only This is the SQL password You should have this information from the pre install checklist Leave this blank for CounterPoint v 7 x MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 25 Appendix C Barcode Scanners The Mobile Physical Count software can be used without a barcode scanner by manually keying in the barcode or item number However the software is used optimally with a scanner linked to the handheld device Supported
13. em 1 Physical Count Mobile Physical Count uses your mobile device to scan inventory using a specific user and a specific location The User The User is in reference to the person counting the inventory This field is 15 characters long and is then stored in the physical inventory record with the quantity and the item number The Note field which is located just below the user field is used to reference what or where you are counting For example if you are doing inventory of the back wall in the month of March March Back Wall This can later be used in CounterPoint to sort reports by particular Notes This field is also 15 characters long and is written to the physical inventory records comment field MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 4 Note March Back Wall The Touchbar The Touchbar can be set to appear on either side of the display depending on which hand the user is holding the device in Simply touch the R or L button on the top to switch the Touchbar to the other side Location East Store Y R Location East Store Location When using the software for counting inventory first the user will need to specify which warehouse location the user is inventorying In the Location field select the correct MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC warehouse location This will be saved for the remainder of the Web session this should not ne
14. ers finger Order 70133 Dated 1 9 2013 TEST Test Item 2 222 20 444 40 Subtotal 444 40 Discount 0 00 Delivery Charges 0 00 Sales Tax 40 00 Grand Total 484 40 Pre paid 0 00 Amount Due 484 40 Tip Total To Pay Print Pre Receipt Continue Start Over If you hit the Continue button 1t will bring you to the next screen which will let you enter the Tip amount and the Payment Method MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 15 Payment Method Order 70133 Order Date 1 9 2013 Bill To Deliver To Item Name Unit Price Quantity TEST Test litem 222 20 Subtotal Discount Delivery Charges Sales Tax Grand Total Pre paid Tip Total To Pay 444 40 444 40 0 00 0 00 40 00 484 40 0 00 Ol 484 40 Y A R Charge Cash Personal Check American Express Credit Card Discover MasterCard Visa Web pre paid credit card Web Prepaid Credit Card Gift Certificate Redemption Store Gift Card Store Credit The Mobile Delivery Software allows you to choose from a variety of Payment Methods including A R Charge Cash Personal Check American Express Credit Card Discover Mastercard Visa Web Pre Paid Credit Card Gift Certificate Redemptions Store Gift Cards and Store Credit Below are two examples of the payment method screens Credit Card Payment and Check Payment Amount 242 20 CreditCard C Expires
15. ges Because some states jurisdictions do not allow the exclusion or limitation of consequential or incidental damages the above limitations may not apply to you U S GOVERNMENT RESTRICTED RIGHTS The Software and documentation are provided with Restricted Rights Use duplication or disclosure by the U S Government is subject to restrictions as set forth in subparagraph c 1 ii of the Rights in Technical Data and Computer Software clause at DFARS 252 227 7013 or subparagraphs c 1 2 and 3 of the Commercial Computer Software Restricted Rights at 48 CFR 52 227 19 as applicable and any amendments thereto The manufacturer is Trinity Realtime Inc 865 Laurel Street San Carlos CA 94070 If this product was purchased in the United States this Agreement is governed by the laws of the state of California otherwise local laws may apply Trinity Realtime Mobile Physical Count Website Software User s Manual 1 0 ji Table of Contents PPR SiC al Countries sanean eoa e da 4 A cnsu deen tcatndcaeni TE E EAEE A 4 A A A on eadomneees 5 A 5 Comas EA dis 6 Counting Inventory One Item Per ScCaO oooonnnnnccccncncncnnnnnnnonnnnnnnnnnos 9 Addict ado 10 NI A A 13 Rethic vine ONG ers oea 13 Updates a dido E 14 RECI P ACC atada 15 Payment cis 16 3 Mobile QUICK Receiving iii dis 17 Receiving an Medida iia 17 OS A A cera tac 18 4 Mobile Quick Transfer cccsccccsssccscscscccesesccsesccsescccecesescccesescese 19 A II
16. information on setting up this DSN There is no default value CP Version This is your version of Counterpoint Type the version number only no text You should have this information from the pre install checklist There is no default value Check for item in inventory yes no If this is set to yes the software will verify that the item is already in inventory at the selected location If the item is not in inventory it will display an error message and not update the inventory count If this is set to no the software will update the inventory count without checking This can cause problems when you attempt to post the inventory count if there is an inventory count record for an item that is not in inventory in the selected location The default value is yes Write update SQL to files yes no This is used to generate the inventory count records for processing into the inventory count table at a later time instead of in real time The default value is no Locations This is a list of warehouse locations that you wish to limit the software to If left blank the software will generate a list of all available warehouse locations To limit the list include the location code for each location you wish to appear separated by commas The default value is blank Allow add barcode true false Ifa scanned barcode is not found do you want to allow the user to add the barcode to the barcode table from the software The d
17. nity Realtime Inc and is protected by United States copyright laws international treaty provisions and all other applicable national laws The software must be treated like all other copyrighted materials e g books or musical recordings This license does not allow the software to be rented or leased and the written materials accompanying the software may not be copied or shared LIMITED WARRANTY Trinity Realtime Inc warrants that the software contained herein will perform substantially in accordance with the accompanying documentation Trinity Realtime disclaims all other warranties either express or implied including but not limited to implied warranties of merchantability and fitness for a particular purpose with respect to the Software and the accompanying written documentation Trinity Realtime disclaims all other warranties either express or implied including but not limited to implied warranties of merchantability and fitness for a particular purpose with respect to the Software and the accompanying written documentation NO LIABILITY FOR CONSEQUENTIAL DAMAGES In no event shall Trinity Realtime or its suppliers be liable for any damages whatsoever including but not limited to damages for loss of business profits business interruption loss of business information or any other pecuniary loss which results from an inability to use this Software even if Trinity Realtime Inc has been advised of the possibility of such dama
18. olor Blue Size Small Qty Rcvd 2 Cost 15 On this page you can select the color of the item the size the quantity received and the cost of the item You can then click the Receive button to finalize the item To lookup all of the items that you have received hit the Review button The Review feature is seen below Loc MAIN Vendor CALLAWAY Men s Polo 100 cotton Blue Small Quantity 2 EACH Men s Polo 100 cotton Quantity 5 EACH MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 18 To start a different item hit the New Item button To cancel what you have done so far hit the Reset button Once you have finalized the item by hitting the Receive button a message will appear that the item or items have been received Loc MAIN Vendor CALLAWAY FJ 2 EACHs have been received for item SHIRT Blue Small 4 Mobile Quick Transfer Mobile Quick Transfer allows a user to transfer item s between specific stores in an efficient manner Store Locations To begin transferring items between stores you must select the store you want to transfer it from the store you want to transfer it to and the User who is transferring the item s MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 19 From East store loc To Main store loc User MGR You must select different locations for a transfer Above is an example of transferring an item from the East Store to th
19. scanners are e SocketMobile 7E Follow manufacturer s instructions on pairing connecting the scanner to the handheld device MOBILE PHYSICAL COUNT USER S MANUAL 1 0 2011 TRINITY REALTIME INC 26
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