Quick Reference Guide Setting up Accounts with Suppliers Load
Contents
1. I D Tree of Life 2 590 77 123456 78 LJ Aubrey Organics 3 183 96 321654 KI Solgar 8 353 70 765765 Select All D Distributor Click Next to continue or Back to change your options Cancel lt Back SG Quick Reference Guide Fpl ScanGenius from Living Matur ally Check Orders on Scanner continued To check for missed items tap Stocked c below the supplier list screen A list of Stocked Items H that have NOT been ordered is dis played To add a missed Stocked item tap the name of the Item The Order screen will display Enter the correct quantity and click Exit Transfer Scanned Orders to PC Place your Scanner in the Cradle Click Synchronize under the Scanner menu When prompted push the HotSync button a on the bottom right of the cradle For Janam scanners the hotsync button is the aa icon on the cradle directly in front of the scanner The Catalog and Order Transfer Wizard will appear displaying the list of orders on the scanner Choose Option 1 8 then select the order s you wish to unload and click Next c July 2009 Version 3 6 osme a insfer Wizard onfirm and Execute your choices for supplier Catalogs and Orders o UNLOAD these Orders from Scanner ID OrderID__ Total Account Description _ ar 590 77 123456 78 8 353 70 765765 D Distributor transfer or Back to change your choices Show Active Orders v ber Order Date Supplier Description Tot2. Large distributor catalogs will take a few minutes to transfer Scan Orders Remove the Scanner from the Cradle Tap the house icon O Locate the Scan Genius icon and tap it Tap the Ordering option a The suppliers you have loaded to the Scanner are listed To start ordering tap the Scan option 8 and follow these steps 1 To scan any product aim the end of the Scanner with the win dow at a bar code on the shelf or on the product Keep scanner about 2 4 inches away from the barcode 2 Push any one of the three scan buttons There is one on each side toward the front and one button above the number pad that is orange You will hear at least one tone 3 Use the key pad displayed on the Scanner screen to tap the quantity you want to order c or use the number keys on the scanner You will see the number displayed on the screen next to the word ORDER D Repeat Steps 1 3 for all the products you want to order You can scan the products in any order The system will automatically put a scanned product in the correct supplier s PO Quick Reference Guide Ca nGeni us July 2009 Version 3 6 from Living Maturally Alerts Sale Items You will hear three tones if the item scanned is on sale The Scanner will display Sale Tap the word Sale a on the screen Sale details will appear on the Specials 8 screen Tap Exit c to return to the Order screen Alerts Discontinued New amp Price Change Othe
3. Three ascending tones will sound DO NOT REMOVE THE SCANNER FROM THE CRADLE DURING THIS ACTION When the HotSync is completed three descending tones will sound Continued over July 2009 Version 3 6 Catalog and Order Transfer Wizard Step 1 Choose the type of transfer you want to do The following Orders are currently on Scanner ID Mangos Market Catalog OrderID_ Total Account Description 0 00 500 121 Option 1 Unload Orders and Catalogs from scanner Option 2 Load Catalogs and Open Orders to the scanner Option 3 Unload Current Orders and Load New Orders to t Option 4 Unload All Orders from the Scanner and leave the Catalogs Orders Available to be loaded to Scanner ID Mangos Market Catalog OrderiD__ Total Account Description D Tree of Life New j 123456 78 Aubrey Organics New 321654 Country Life New 741 Enzymatic Therapy New 987987 Natural Factors 098098 Nature s Life 876876 765765 HEKEHEKE sed on Scanner 4 14 7 66 SG Quick Reference Guide from Living Haturally Load Suppliers to the Scanner continued The Catalog and Order Transfer Wizard will appear In the white window catalogs and orders currently loaded to the Scanner are shown c Choose Option 2 to see the list of available suppliers D Choose the desired suppliers and click Next E F After clicking Finish you will be prompted to push the HotSync button on the bottom of the Cradle Reminder
4. dialog box select either UPC or SKU J and sn Aste Item By UPC SKU Ld then enter the number of the item you want to add Enter a quan Lookup Items By UPC or SKU i tity and then click Add x Repeat the process as needed Click hiner Close when finished A B Submit your Orders z Select Orders Verify that you are connected to the Internet You may submit Total Status only orders that have Open status Make sure that the desired eas maneni On Scanned ciay crat Open orders are visible on the Orders page a Highlight the en e Order s you want to Submit To Submit more than one press the 000 Open veer daiuateiede CTRL key on your keyboard while you click on the Open Order Delete the selected Item Click the Submit 8 button on the Actions menu Stocked not scanned Supplier ee The Submitting Orders window will show the data transfer activ ity After the Order is submitted the System will automatically check for any Supplier updates c Supplier Order List A submitted order will disappear from the Active Orders screen Click the Supplier drop down menu to view all orders for the Supplier The submitted Order is now listed and marked as Date Supplier Description Total Status Submitted A in the Status column 2004 Solgar 1 188 70 Submitted w Accounts All Accounts v Assign IMPORTANT IF THE ORDER IS MARKED AS PENDING CHECK TO BE SURE YOU ARE CONNECTED TO THE INTERNET THEN HIGHLIGHT THE ORDER A
5. IP If you are not sure always choose Recover This way a copy of the order is saved and you can decide later To import the recovered order go to the Purchase Order page in the Scan Genius software on the computer Select the supplier from the Supplier drop down list D If you have an active order submit it or delete it if it is not needed Choose the account num ber from the Account drop down list E Click on Import Order in the right hand Action menu F The Order Import window will appear Choose Import from saved template and click Next G F Quick Reference Guide w Order Look in Logs My Recent Documents Desktop My Documents My Computer My Network Places Supplier Tree of Life Dallas Items Ordered Import DetailAutoLog 02_18_2009 log B DetailAutoLog 02_20_2009 log DetailAutoLog 04_24 2009 log B Detail utoLog 07_29_2009 l0g EXCHANGE 02_18_2009 log B EXCHANGE 02_20_2009 l0g B EXCHANGE 04_24_2009 l0g E EXCHANGE 07 _29_2009 l0g E HotSync 07_29_2009 l0g E OrderStatus 07_29_2009 log Bl ScanGenius Log File name Files of type All Files I7 Open as read only 12345 Assign Edit v Account Description Item UPC Brand ItemName Sie FT BK OY 00595173 076920000185 Alta Health SIL X SILICA 60 TB BOTB O 0 2 00991323 028367835301 3WAY COLOR DAWN 420Z 4202 00300228 074333454243 Anowhead M BEAN LENTI
6. L GREEN ORG 25 LE 25 LB Brand A Ki ScanGenius Orphaned Orders continued Choose Order Recovery in the list of available templates and click Next when finished H Next locate the text file of the order that was saved from the scan ner Use the Browse button to open the navigation window J The text file was saved in the Logs folder under the Scan Genius program folder The Scan Genius folder is usually located on the Local Drive C under Program Files Select the file It will be labeled DetailRecovery K It will have the date stamp in the name to make it easier to tell which file it is Highlight it and click Open Choose Coma Delimited from the drop down list L Click Finish when finished M The order is now imported and displayed The Description col umn indicates this order was imported and gives the date This order can be moved back to the scanner edited on the computer or submitted N
7. ND CLICK SUBMIT AGAIN IF THE ORDER DOES NOT CHANGE TO SUBMITTED CONTACT CUSTOMER SERVICE July 2009 Version 3 6 w Recover Order An orphaned order was detected on the scanner To unload the order into a text file press Recover then Hot Sync Press Proceed to exchange orders the orphaned order will be deleted on the navt Lat Cuna Froceed UW Under rders shown User s Guide Create anew Order cc Memo Submit selected orders Submit selected orders to MM Import Order Export Order Items Sec Item Add Then By UPCISEU w Order Import Sele Order Import C New Import Cancel Next gt SG Quick Reference Guide Sca nGenius from Living Naturally Orphaned Orders An orphaned order can happen one of two ways Someone deletes the order on the computer while it is still on the scanner thus breaking the link between the two or the hotsync process was interrupted and caused a problem on the scanner The system will prompt you if one of these situations has occurred by displaying a Recover Order window A If you want to recover the order press the Recover button B This will save a text file of the order on your computer where it can be imported later Hotsync again when the Recover Order window appears again choose Proceed If you do not wish to recover the order press Proceed C This will delete the order and allow you to complete the hotsync T
8. Quick Reference Guide July 2009 Version 3 6 eee Produck F1 Catalog Subscriptions Fe Purchase Orders Updates fi Accounts with Suppliers Accounts Create and maintain your Accounts with Suppliers A Enzymatic Therapy test gt Frontier Coop fi Create a New Account Account Create a Mew Account supplier Tree of Life Account 123456 Humb UmiDET Description Exchange Data with Scanner Press the HotSync Button ial Communications with the Scanner will begin when you seatthe Scanner in its cradle and press the HotSync button Fii ScanGenius from Living Maturally Setting up Accounts with Suppliers You must have an account set up to place an order with a sup plier Click on Accounts A under the Products Orders menu on the home page If the supplier you want to order from is NOT listed click the New button 8 Use the drop down to select the Supplier Enter your account number with that supplier Click OK to Save c D If you have not downloaded the catalog previously you will be prompted to do so now After the catalog downloads you are ready to load the supplier to your Scanner Load Suppliers to the Scanner Place your Scanner in the Cradle Click Synchronize under the Scanner menu When prompted push the HotSync button 4 on the bottom right of the cradle For Janam scanners the hotsync button is the ga icon on the cradle directly in front of the scanner
9. al Status 12 Mar 2004 Solgar 12 Mar 2004 Nature s Life 0 00 Open 12 Mar 2004 Natural Factors 0 00 Open x Item UPC ItemName Brand _ FT BK QY Min Ur 3565 033984035652 VIT E MIXED VE Solgar 0 0 6 1 EA 3542 033984035423 VIT E 400 IU MIX Solgar 0 0 6 1 EA 3505 033984035058 VIT E MIXED VE Solgar 0 0 6 1 EA 3281 033984032811 VIT C1000 MG Solgar 0 0 6 1 EA 3280 033984032804 VIT C1000 MG Solgar 0 0 6 1 EA SSS SS SS SS 8 Orders Actions VY Filter Orders shown Createla new Order Add Memo Submit the selected Order s Import Order Export Order AddItem Add Item By UPC SKU Delete the selected Item Stocked not scanned Actions Close and Add selected Arowhead Mills fan Cat SY Filter Items shown lte Name 7 GRAIN CEREAL _ t all It ALMOND BUTTER CREA naar ae ALMOND BUTTER CRUN Products Filter Products Filter re Display just the products that match the following SG Quick Reference Guide Fii ScanGenius from Living Matur ally Transfer Scanned Orders to PC continued Click Finish D in the last step of the Wizard When prompted to do so push the HotSync button on the bottom right of the cradle DO NOT REMOVE THE SCANNER FROM THE CRADLE DURING THIS ACTION PC will return to home page when orders have been unloaded View amp Edit Orders on the PC Click Purchase Orders under the Orders menu on the PC The
10. ftware on your computer SEE THE USER MANUAL ON HOW TO ENABLE PAGE PARTITIONS The Scanner defaults to Page 1 Pages are displayed on the Scanner Order screen on the left next to the 7 key To set a Page for a department or aisle tap the down arrow a Four pages are displayed at a time B Up to 30 pages are available To select a page GENTLY TAP the arrows c to find the page number Tap the Page number Scanned products will then be stored on that Page SG O ick Reference Guide July 2009 Version 3 6 Fini ScanGenius from Living Naturally l ACA ANICE La ala oN Case vs Each Quantities Some items have the same UPC for both Case and Each quanti ties The Scanner defaults to Case A single tone will sound when a common UPC for Case or Each is scanned The Case quantity is displayed under the Exit button a To change the order from Case to Each tap the down arrow Tap EA to change the Order units B IMPORTANT A CASE MAY BE ON SALE BUT AN EACH MAY NOT IF THIS IS TRUE Sale WILL BE REPLACED WITH ORDER THE MINIMUM QUANTITY MAY ALSO CHANGE SEE THE USER MANUAL ABOUT MINIMUMS A Ch eck C C Dr When finished scanning tap Exit Jers on Scanner The list of suppliers with the total amount of the order will be displayed a Tap the supplier name to highlight the order you want to check Then tap the List Items option 8 The list of items ordered will be displayed c Quantities a
11. main Orders screen will automatically display all Active orders in the top part of the screen a The details of each Order will be displayed on the bottom 8 To view the details of a specific Order click on the order to highlight To change quantities of items in an order highlight the quantity in the item line c Enter the correct quantity Use keyboard arrow keys to move between fields To delete an item highlight the item then click the Delete item link D on the right Actions menu There are two ways to add an item 1 If you dont know the Item or UPC click the Add Item link on the Actions menu The Supplier s catalog will be dis played F Use the Filter c to sort for products or scroll through the list Click the check box next to any items you want to add to your order Then click the Close and Add H link on the Actions menu You must enter the correct quantity for any item that you have added Highlight the quantity cell of the added item Enter the correct quantity and go to the next item until the order is com plete SG Quick Reference Guide Ca nGenius July 2009 Version 3 6 from Living Naturally pep e PTa a oe SS a e Submit the selected Order s View amp Edit Orders on the PC continued Import Order Export Orde Items Add Item Add Item By UPC SKU 2 To Add an item by UPC or SKU click on the Add item by eee tte UPC SKU 1 In the
12. r important alerts indicated on the scanner are Discontinued New Product and Price Change Discontinued will be indicated by 5 beeps and the abbreviation Disc A New Item will be indicated by 3 beeps and the word New B Price Change will be indicated by 3 beeps and the word Price C SG O ick Reference Guide July 2009 Version 3 6 Fii ScanGenius from Living Naturally 7 L 4 Dra A IIc t Product gan f KS P C ae A om eo f A P I al O C CmAKH AH lh L D C a d U q HY If you scan an item that is not in the product database you will get a screen with two options Cancel Scan 4 OR Add Product to Supplier 8 If the Product scanned is not from one of the Suppliers you ve loaded to the Scanner tap Cancel Scan If the Product is from the Supplier tap Add Product The product will be added to the PO c and to the database on your PC Note You will be prompted to add the name of the product to the computer data base before you submit the order 7 Mam e r Page Partitions LU Ch j T Tr d me l LIVI P A Page Partitions mimic old MSI scanners for segmenting your order onto separate pages This feature is only available for par ticipating distributors Page Partitions must be enabled on the PC to be operating on the Scanner This is done in the Supplier Info link of the Products section of Scan Genius so
13. re dis played on the right If a Page Partition has been used the Page number will be displayed above the list screen on the right with a down arrow D To see all Pages tap the down arrow D and then tap All Tap the scroll to review the list To change the quantity on any item tap the Item to highlight Then tap Edit F The Order screen will be displayed Enter the correct quantity and tap Exit To check for missed items tap Stocked c below the supplier list screen A list of Stocked Items H that have NOT been ordered is dis played To add a missed Stocked item tap the name of the Item The Order screen will display Enter the correct quantity and click Exit July 2009 Version 3 6 Exchange Data with Scanner Press the Hotsync Button Communications with the Scanner will begin when you seatthe Scanner in tts cradle and press the HotSync button 590 77 123456 78 183 96 321654 353 70 765765 Option 1 Unload Orders and Catalogs from scanner Option 2 Load Catalogs and Open Orders to the scanne Option 3 Unload Current Orders and Load New Orders Catalog and Order Transfer Wizard Step 2 Choose Orders and Catalogs to Unload from th Remember if there is not a check in the box next to the vendor s name the unloaded from the scanner To choose the order s you wish to unload fra vendor s name to put a check in the box The following Orders are currently on Scanner ID Mangos Market OrderlD
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