MobileFlex Version 1.0
Contents
1. 15 4 3 2 Syncing Physical Inventory to MobileFlex sss see eee eee 17 4 3 3 Conducting a Standard Physical Inventory sese eee 18 4 3 4 Conducting a Blind Physical Inventory sese eee ee 19 4 3 5 Syncing Physical Inventory Counts to RMS Store Operations 19 4 3 6 Completing the Physical Inventory sse eee ee eee eee 19 Shipping and Receiving Inventory cesses sese eenn ennenen 22 Managing Purchase Orders with MobileFlex esse eee eee 22 5 1 1 Creating Purchase Orders eco toe fare bs ec esp rre vto eoo det 22 5 1 2 Synchronize Purchase Orders to MobileFlex Batch Mode Only 25 View Items ona Purchase Order ete ieceoo boanie en neiere arrean o iala 26 Receive Inventory via Purchase Orders sees 28 Creating TranSier In OFd6erS sien visite ae at evel ae ee ortai 29 5 4 1 View Items on Store to Store Transfers eee eee 29 5 4 2 Receiving Inventory on Transfer In Orders eee eee eee 31 Ssss el aU rel 32 MobileFlex PPC M 0001 0 2 5 6 Ship Items on the Store out Transfer eee eee eee 34 Chapter 6 Sale Labeling and Re Labeling ccseccceccessssseeeeeeeeeeeenseeeeeseeeoeenseeeeeeeeeooeenees 36 6 1 Mes Eel G irere naan ieee eee es eee ee eae a 36 6 1 1 RE Lapal OG ts c et 37 6 2 T Tees g TTT 37 6 2 1 eT Brel 0 Ee peer M nr E 38 Chapter 7 MobileFlex Plug ins uiii ce eel herd RcUE Qu eL Sd pes cue ah ann Ee tes LES usa ze2. 9 Click the Issue button to open the Transfer Out dialog ll issue Inventory Transfer Out Order Number PTS TO 0100 Header Contents Contents entries 1 _Type Item Lookup Cod Order No Description tyOrd Oty ITD Qtylss Cost Extended 25000 010101 Pajamas Small Red Bears 35 08 Add Item Quick Scan Delete Formula Issue All Commit Total Issued Total To Date 35 08 0 00 History Print Labels OK Cancel Help 10 Select Commit to adjust your stores quantities to reflect the new changes 11 The Transfer Out Order is now complete and your store inventory has been adjusted MobileFlex PPC M 0001 0 35 Chapter 6 Sale Labeling and Re Labeling Labeling Sessions MobileFlex offers simple to use and extremely flexible labeling sessions These sessions can be used for re labeling items or marking down items on sale These labels can be printed directly to any portable or stationary printer using a network Bluetooth or serial connection MobileFlex s powerful printing format allows users to customize the print format to fit their needs Include store logo s names or any other information to completely customize the label The two labeling sessions included with MobileFlex are a re labeling session and a sale labeling session To access these sessions open MobileFlex From the launch screen select the Label tab PES MubileFlexz ar xz D L MoBiLEI Z4 2 4
3. Mobile FLEX MobileFlex Version 1 0 mnm Portable Technology Solutions LLC Ly TM Telephone 1 877 640 4152 Designed for Fax 1 501 421 5085 Mobile http www ptshome com support ptshome com This document and the software described by this document are copyright 2001 2007 by Portable Technology Solutions LLC All rights reserved Use of the software described herein may only be done in accordance with the License Agreement provided with the software This document may not be reproduced in full or partial form except for the purpose of using the software described herein in accordance with the License Agreement provided with the software Information in this document is subject to change without notice Windows is the registered trademark of Microsoft Corporation All other trademarks are the property of their respective owners PORTABLE TECHNOLOGY SOLUTIONS LLC WILL NOT BE LIABLE FOR A ANY BUG ERROR OMISSION DEFECT DEFICIENCY OR NONCONFORMITY IN MOBILEFLEX OR THIS DOCUMENTATION B IMPLIED MERCHANTIBILITY OF FITNESS FOR A PARTICULAR PURPOSE C IMPLIED WARRANTY RELATING TO COURSE OF DEALING OR USAGE OF TRADE OR ANY OTHER IMPLIED WARRANTY WHATSOEVER D CLAIM OF INFRINGEMENT E CLAIM IN TORT WHETHER OR NOT ARISING IN WHOLE OR PART FROM PORTABLE TECHNOLOGY SOLUTIONS CORPORATION S FAULT NEGLIGENCE STRICT LIABILITY OR PRODUCT LIABILITY OR F CLAIM FOR ANY DIRECT INDIRECT INCIDENTAL SPECIAL OR CONSEQUENTIAL DA
4. 4 lf required enter the number of items to being received or click Submit to receive one item 5 When complete click Done 6 Synchronize MobileFlex using the Sync MobileFlex process described in section 3 1 2 MobileFlex PPC M 0001 0 31 Chapter 5 Shipping and Receiving Inventory 5 5 Shipping Inventory MobileFlex also offers the ability to ship items from your inventory This process will limit mistakes when removing items from your store s inventory and automatically adjust your quantity on hand To ship inventory a Transfer Out Order must be created using RMS Store Manager This process is documented in the Store Operation manual however the steps are outlined below to show the process when integrated with MobileFlex 1 Open RMS Store Manager and select Inventory Transfer Inventory Out This will open the Transfer Inventory Out dialog Inventory 3 Transfer Inventory In 23 Transfer Inventory Out Purchase Orders Manage Offline Inventory Physical Inventory 2 The Transfer Inventory Out dialog will display all currently open Transfer Out orders To create a new Transfer Out Order click New EEK E Transfer Inventory Out Dates Lookup TO Filter S T0 010 Show Open v 10 1 2006 to 10 20 2006 X 1 entry List of transfer orders Staus TOtt Orgn Tangle Ta Last Updated PTS TO 0100 Local 10 20 2006 2 19 23 PM 3 The Transfer O
5. Ship Receive Label wireless te Relabeling Sale Relabel Log Labeling E Sale Label Log Last Sync n a File Options Admin Help E 6 1 Re Labeling To re label an item click on the Re Labeling icon the following form will be displayed i MobileFlex WS Relabel Records 49 Item Code 111212 Number of labels Item Info Description R C Train 2 Price Re Labeling Form To re label an item scan or key in the item code into the Item Code field This will bring up the item information from the item list Enter the number of copies to be printed and press the Print button Upon submit the labels will be printed MobileFlex PPC M 0001 0 36 6 1 1 Re Label Log When using the Re labeling session in batch mode a log will be created of all the printed labels Occasionally the user may want to delete this log file 1 Click on the Label tab from the launcher Relabeling Sale Relabel Log Labeling Sale Label Log Last Sync n a File Options Admin Help Select the Re Label Log icon 3 Select Options gt Delete All to clear the Re Label log 11200 RJC Glider 149 Football 3 99 R C Train 14 99 Soccer ball 3 99 E Delete ESG XE VI M Admin Help E 6 2 Sale Labeling To mark down items select the Sale Labeling icon from the launcher screen This will bring up the following form MobileFlex PPC M 0001 0 37 Sale Labelling Records 0O Item Code 11212 Number af labels Descri
6. 7 1 Wireless Plug in To enable the wireless connectivity an evaluation or registered version of MobileFlex Wireless Server must be configured on the host PC and the Wireless Plug in along with the wireless sessions must be used on the handheld To enable the Wireless Plug in follow the directions below 1 In MobileFlex select Admin Manage Plug ins 2 Select the Wireless tab 3 Check Enabled 4 Enter the Server host and Port to be used for the connection MobileFlex ar a 11 14 g Host Address 422 188 4 100 Port PDA MNickName MabileFlex File Options Admin Help El 7 2 Printer Plug in To enable the printer plug in an evaluation or registered version of MobileFlex Printer plug in must be installed and enabled on the handheld To configure the Printer plug in follow the instructions below 1 In MobileFlex select Admin Manage Plug ins 2 Select the Printer tab 3 Check Enabled 4 Select the printer you want to use from the drop down list 5 Select the report you want to use from the drop down list MobileFlex PPC M 0001 0 40 Note The report is the format you would like to print in You can select one of the pre configured reports that come with MobileFlex or you can create your own 6 Select the default print option when you select File gt Print This includes All records Current record or Prompt for filter Start Print Automatically Select this if you would like MobileFlex to print automatical
7. showing all open Purchase Orders MobileFlex CT E Records 12 PTS Po OO01 PTS PO O001 R C Train PT5 TO O001 Football PTS TO O001 Basketball PTS TO 0001 Soccer ball PO D90604 Football Po 090604 Basketball Po 090604 Soccer ball PTS TI O100 Rit Glider PT5 TI 0100 R C Train PTS TO 0100 Pajamas 4 Scan or enter the PO reference number in the Find field If entered using the keyboard select the binoculars button The grid is now filtered to show all items on the PO and the ordered quantity MobileFlex PPC M 0001 0 26 MobileFlex ar E C Filtered 3 PO Number Quantity Po 090604 15 Football PO 090604 zt Basketball Po 090604 1 Soccer ball 5 Press the binoculars button again to remove the filter MobileFlex PPC M 0001 0 2 5 3 Receive Inventory via Purchase Orders Open MobileFlex from the Launcher screen select the Ship Receive tab If using the MobileFlex Wireless Server select the Wireless tab and click on Receive Inventory 1 To receive a Purchase Order click the Receive POs icon MobileFlex ar E C C MoBiLH Z 24 Inventory Ship Receive Label TW 4 gt Inventory Receive Views Inv Out Ps Out 2 amp Receive View Pls Transfers Last Sync n a File Options Admin Help 2 From the entry form select the PO you are receiving PO Ret PO Title ist pO Recv Date 2 02 2007 Description R C Train ode Qty NND Scan the item being re
8. 100 PTS TO 0100 PO Number Quantity bese Quantity IL 3 et x4 Records 12 Rit Glider R C Train Football Basketball Soccer ball Football Basketball Soccer ball Rit Glider Ric Train Pajamas Scan or enter the Transfer reference number in the Find field If entered using the keyboard select the binoculars button The grid is now filtered to show all items on the transfer and the item s quantity MobileFlex PO 090604 PO O906804 PO O90604 19 z0 1 PO Number Po number Quantity bex Filtered 3 Football Basketball Soccer ball PO 090604 5 Press the binoculars button again to remove the filter MobileFlex PPC M 0001 0 30 5 4 2 Receiving Inventory on Transfer In Orders 1 To receive a Transfer Order click the Receive Inventory icon MobileFlex er E C L MoBiLE Z7 2 4 Inventory Ship Receive Label B 2 amp Inventory Receive view Inv Out POS Out Receive WEE Transfers Last Sync n a File Options Admin Help E 2 From the entry form select the Transfer In Order you are receiving either by scanning or typing PEE MubileFlex ma q GJ WS Receiving Records 0 PO Ret pTs po o001 PO Title ist PO E Recv Date 120212007 Contents Item Code 11212 Description R C Train E ow yd A ea 7 File Options Admin Help E Scan the item being received
9. Discrepancy PTS_PI_100 September Physical 1 0719 2006 12 25 32 PM To ga back and re enter counts for any entries click Recount 0719 2006 12 32 03 PM To approve the counts and adjust the inventory quantities click Commit Expected Over E Under E Quantity 1042 26 2 Drs d 73 755 Value 12 748 75 218 35 1 25 3 000 65 30 243 Ref Number i ERI Opened Description September Physical Calculated status E Calculated Closed Summary Items entries Teea e ksszkn e Pemgd a Ememei I Buz o CEDERE 11200 R C Glider E 26 11212 RC Train 3 03x ls 15001 Boy s 15 Bike o 00 15002 Girl s 15 Bike o 00 15100 Football 17 65 15110 Basketball 0 00 15120 Soccer ball D ODE 25000 010101 Pajamas Small Red E 100 00 25000 010102 Pajamas Small Red E 375 00 25000 010103 Pajamas Small Red k 60 003 25000 010201 Pajamas Small Blue E 30 77 Hide items with na discrepancies Print Recount Commit MobileFlex PPC M 0001 0 21 2 9 r p Y omi r 5 JU E G TID n es ll g a S n m T ni P ms x a m a m D mx Bm d E yw rx a wm i o Wee Le Ma m kea Nn Pe ka AN BD a a P XJ ka N ea X 7 m ka Ta Me 7 A L J i T7 cR I BE I gd I oa tT B S LJ Cot f 1 7 E G L J Lad pg WV a j v a J u J 1 Jj 1 M A J tO UCG LY dg Vet l 1 J VW aa l ese AJF amp Ses i t N tw B I a eter B Nest E es as d We
10. E 0 1 2006 to 10 19 2006 SIG List of purchase orders 1 entry Status POH Origin Supplies Last Updated New PO 100426 Local 10 19 2006 12 46 40 PM Delete Edit MobileFlex PPC M 0001 0 22 aa Chapter 5 Shippin 6 The Purchase Order creation dialog will be displayed 7 Select the type of purchase order to be created Note For more information on these options refer to the RMS user guide for creating purchase orders 7 In this example the Create a new blank purchase order for manual entry is selected This option allows the user to add items to the purchase order as needed Create New Purchase Orders Generation Selection f Generate for all items in the selected group Generate based on re order information Generate based on items sold between the following dates Start date End date Not Assigned r Progress OF Cancel Help 8 After creating a blank purchase order the Purchase Order dialog is displayed 9 Enter information regarding the PO from this dialog MobileFlex PPC M 0001 0 23 Chapter 5 Shipping and Receiving Inventory 10 Click on the Contents tab to begin adding items to the purchase order ll Edit Purchase Order Number PO number Worksheet ref Inventory location Status Transfer Type PO 090604 fo Main E Open Standard Title Placement status Date placed Sporting Equipment Order 10 19 06 Order not y
11. MAGES OR LOSS OF DATA REVENUE LICENSEES GOODWILL OR USE IN NO CASE SHALL PORTABLE TECHNOLOGY SOLUTIONS LLC LIABILITY EXCEED THE PRICE THAT LICENSEE PAID FOR MOBILEFLEX MobileFlex PPC M 0001 0 1 MobileFlex for Windows Mobile and Pocket PC Table of Contents Chapter 1 k k k k k k d H U E WP Chapter 2 Chapter 2 3 1 Chapter 4 4 1 4 2 4 3 Chapter 5 5 1 9 2 5 3 5 4 5 5 HOCU CUON pau P aA A EE E 4 Whar iS MODIS FIEX 3st eee e dedi diee donde e e desde aa Ea eroe 4 mii rerin a e a e ee a 4 Learning 4 ale EE E OT 4 MobileFlex Batch or Wireless Mode esse 4 Compatible PDAs and Bar Code Terminals cccccccceecenseseeeeeeeeeeeeeeseeeeeeeeeeeaaaaeees 4 We eT e Pd SUPPO em 5 How to Buy MobileFlex sseeseeseseeseeeeeeeeeenne nennen nennen nnn nnne nnn nnn nnns 5 T 11 Te me sem 7 System See LEs een TTT 7 Automate InsballallOliassdd T 7 MobileFlex Database Configurations see eee eee ee 7 Installing MobileFlex on Multiple pPDAS sese eee 9 REGISTERING MODIS TTT 9 Removing MobileFlex Installation sse eee eee eee eee 10 Data SYNCHIONIZATION o t H 11 MobileFlex Synchronization Modes sss sese see eee 11 3 1 1 Wiro TH 11 3 1 2 Bale aaa TE t 12 Managing NT 711 eT THT 12 Syncing a Store Item List Batch Mode Only sss sse 13 e 1 T T 14 Conducting Inventory Audits sss sees eee 15 4 3 1 Creating Physical Inventory for MobileFlex in RMS
12. ality The trial version of MobileFlex limits the number of records transferred to the PC to five 5 and the number of sessions to three 3 Once MobileFlex is registered these trial limitations are lifted We encourage all users who benefit from MobileFlex to register their copy To register MobileFlex we only require your MobileFlex PDA ID order number plug ins being used wireless or print and an e mail address We generate a unique registration code for each MobileFlex PDA ID and the version of MobileFlex you select so it is important that you send the ID exactly as it appears on the MobileFlex splash screen capitalization is critical How to Register 1 On your PC click on Start gt Programs gt PTS gt MobileFlex and select Registration Info 2 Locate the PDA IDs you wish to register and click on the link to purchase the software If you have already purchased MobileFlex through PTS or an authorized reseller please proceed to step 4 3 Once your purchase is completed and payment is received you will receive an order confirmation from PTS 4 Complete review and submit the Registration Info form on your PC Note Make sure that the correct version of MobileFlex is selected Also confirm that plug ins and external devices are selected if they are being used 5 Oncethis step is completed your registration code is e mailed to the address provided This process usually takes one hour but we ask that you allow one busi
13. ation preference Windows NT or SQL Server Enter your SQL Server User Name Enter your SQL Server Password Click the Next button Mobilize your data today Please select your AMS database Database PT S_AMSS ample M Portable Technology Solutions www pishome com Back Cancel 6 Select your RMS Database from the Database drop down menu 7 Click the Next button C Install MobileFlex Scripts MobileFLEX ax Mobilize your data today Please select Install to begin the WobileFles installation Total Progress Status Portable Technology solutions www ptshome com Cancel MobileFlex PPC M 0001 0 8 Click the Install button to begin the installation 2 4 Installing MobileFlex on Multiple PDAs Before installing MobileFlex on multiple PDAs it is recommended that each PDA be connected at least once via ActiveSync and assigned a PDA user name With MobileFlex installed on your PC use the Install to PDA shortcut to install the PDA portion of the application to the PDA s in your installation The PDA install tool can be found on your PC Click Start Programs PTS gt MobileFlex and select Install to PDA Simply perform an ActiveSync and MobileFlex is installed on the PDA E P MobileFlex Home Page fag MobileFlex K vd Install to PDA E MobileFlex 4 RMS Database Setup 2 5 Registering MobileFlex MobileFlex is an application that requires registration for full function
14. ceived 4 If required enter the number of items to being received or click Submit to receive one item 5 When complete click Done 6 Synchronize MobileFlex using the Sync MobileFlex process described in section 3 1 2 MobileFlex PPC M 0001 0 28 Chapter 5 Shipping and Receiving Inventory 5 4 Creating Transfer Inventory In Orders When transferring items from store to store a Transfer Order is created within RMS The process for receiving a store transfer is similar to creating a Purchase Order Open RMS Store Manager and select Inventory Transfer Inventory In From here follow the steps in 5 1 1 for creating a Transfer Order and adding items Inventory Transfer Inventory In 23 Transfer Inventory Qut Purchase Orders Manage Offline Inventory Physical Inventory 5 4 1 View Items on Store to Store Transfers Using MobileFlex a user can view all items and their quantities on a store to store transfer directly on the PDA 1 Select the Ship Receive tab from the launcher 2 Select the View Transfer icon MobileFlex ar d 3 Inventory Receive View Inv Out Ps Out Receive View PO Transfers View Transfer File Options Admin Help E MobileFlex PPC M 0001 0 29 3 This will bring up a form showing all the open Transfers MobileFlex PTS PO O001 PTS PO O001 PTS TO 0001 PTS TO O001 PTS TO OO01 PO O90604 PO OS0604 PO Danaena PTS TI O100 PTS TI 0
15. ditionally used by management to speed the inventory process and at the same time allow management to uncover all inventory discrepancies 4 3 1 Creating Physical Inventory for MobileFlex in RMS To conduct a physical inventory using MobileFlex one must be created and opened using RMS Store Operations To do this follow these steps 1 Select Inventory Physical Inventory from the File menu Inventory 3 Transfer Inventory In 23 Transfer Inventory Out Purchase Orders Manage Offline Inventory Physical Inventory 1 Alist of all currently open physical inventories will appear 2 To create a new physical inventory click New MobileFlex PPC M 0001 0 15 Chapter 4 Managing Inventory ll Physical Inventory Lookup Status Status Ref Number Description Opened Calculated E PTS PI 100 September Physical Delete Properties 4 Inthe Create Physical Inventory Count screen select a physical inventory type Note Refer to the RMS user manual for more information on the different options when creating a physical inventory 5 For this example we will select Generate for all items in the selected group and select All Items from the group selection area After the selections are made click OK Create Physical Inventory Count Generation S lection Create a new blank physical Inventory count for manual entry Generate for all items in the specified Filter Generate for all item with a Last Co
16. e MobileFlex PPC M 0001 0 4 enabled PDA A partial list of the current barcode enabled PDAs supported by MobileFlex are listed below Most of these units are available for purchase at http www mobileflex pos com Also available through MobileFlex resellers Currently Supported Windows Mobile 2003 5 0 Pocket PC Windows CE and CE Net Bar Code and PDAs Terminals include Symbol PPT2700 Series Symbol PPT2800 Series Symbol PPT8800 Series Symbol PDT8100 Series Symbol MC50 Series Symbol MC70 Series Symbol MC3000 Series Symbol MC9000 Series Intermec Most Unitech devices Most Opticon devices Most Data Logic devices Most HandHeld Products devices PSC MobileFlex with Socket Plug in scanner is compatible with the following devices IPAQ Dell Axim Most Casio Handhelds Most Windows Mobile cell phones and PDAs 1 6 MobileFlex Support As a registered MobileFlex user you receive free e mail support for 30 days from the date of purchase During this period we are available to answer any MobileFlex questions Our goal is to provide MobileFlex users the tools to capitalize on the efficiencies of mobile and bar code technology Please visit http Awww mobileflex pos com to learn more To contact Technical Support please e mail support ptshome com Extended support agreements including phone support can be purchased through your MobileFlex value added reseller An easy to use knowledge base is available to answer the most co
17. ed Select the Inventory tab and select the type of physical inventory preferred MobileFlex L MosBiL_elz43 4 Inventory Ship Receive Label PT Blind Physical Scan Item Item List i d Physica Inventory e TRS dg j 45 Physical View Blind view Phys Inventory Inventory Inventory Er m Standard Physical Inventory Last Sync 09 18 06 14 49 41 File Options Admin Help E To begin the inventory 1 Select the reference number that matches the value you entered when creating the physical inventory Item Code 1212 Desc R C Train lt 2 Begin scanning items When an item is scanned the item description and expected quantity appears MobileFlex PPC M 0001 0 18 3 Continue scanning items one by one or enter the value by tapping in the quantity field When the quantity field is selected a number pad will appear where the user can enter the counted quantity manually 4 3 4 Conducting a Blind Physical Inventory The blind inventory does not display item information when a scan is performed After scanning a count is added and this is added to the running total during the physical inventory MobileFlex ar q C3 Blind Inv Records 0 Inventory Refs PTS PI 1002 ka ItemCode 11200 Desc RIC Glider my dear Al File Options Admin Help E To complete a blind physical inventory 1 Select the Physical ID reference number from the Inventory Ref drop down 2 Scan an i
18. et placed NA Tar Look Up Ship To Look Up Tailspin Toys 2934 M Main Street Woodinville wA 83743 Phone 425 555 0103 Fan Hequisitioner Confirming to Freight Ship via FOB point Terms Date required PO date in 4 2006 105 4 2006 Currency Exchange rate Tax rate X Remarks Local 1 0 D ODE Subtotal Sales tax Shipping Total 11 50 0 00 0 00 11 50 History Print OF Cancel Help 11 Inventory items can be added from the contents tab 12 Click Add to display a list of the store s inventory and add items as needed lll Edit Purchase Order Number Seles Header Contents Contents entries 2 Type Item Lookup Cod Order No Description tyOH Oi Garm GtyOrd Cos Estended Tas Rate Tax Football 17 T 15 3575 8625 0000z Basketball OMNES R 75 115 00 o oo Add Item Duick Scan Delete Formula Subtotal Sales tax Shipping Total 201 25 0 00 0 00 201 25 History Print OF Cancel Help MobileFlex PPC M 0001 0 24 r 5 Shipping and Receiving Inventory 13 ln order for this information to be synchronized to MobileFlex the Purchase Order must be marked as Ordered from the Placement status drop down R Edit Purchase Order Number Sele Header Contents PO number Worksheet ret Inventory location Status Po 090604 0 Main L Open Title Placemen
19. jamas Small Pir Infant Clothing 25000 010401 Pajamas Small re Infant Clothing Ena nd nA Ps e e Print Calculate Cancel Help 7 The physical inventory list will now contain the newly created physical inventory and is available for the PDA Delete _ Dake Import File WOO imi im im oo o o o o o ojo oj o o NA LSI eA De T lM sas 4 3 2 Syncing Physical Inventory to MobileFlex If using MobileFlex in batch mode the new physical inventory information must now be synced to the handheld These steps can be ignored when operating in a wireless environment 1 Select Utilities Sync MobileFlex from the File menu 2 Adialog box will be displayed showing the synchronization progress Utilities Calculator Calendar Label Designer Add Ins Sync MobileFlex Crystal Reports Memorized Crystal Reports Messages Backup Database 3 Once the synchronization is complete the newly created physical inventory can be completed using the handheld device MobileFlex PPC M 0001 0 17 4 3 3 Conducting a Standard Physical Inventory Standard Physical Inventories allow store personnel to scan items to be counted and check the expected quantities These items can then be scanned one by one or they can be counted and entered manually using the PDA s keyboard To complete a standard physical inventory follow the following steps Open MobileFlex on the handheld The main Launch screen will be display
20. lick OK 7 Finally if running MobileFlex in batch mode perform a synchronization as described in section 3 1 2 MobileFlex PPC M 0001 0 33 5 6 Ship Items on the Store out Transfer 1 Toship a Transfer Order click the Inventory Out icon MobileFlex Pa E C L MoBiLEI Z4 2 4 Inventory Ship Receive Label C S Inventory Receive View Inv Quit POS Out a d Receive View Ps Transfers Last Sync n a File Options Admin Help E 2 From the entry form select the Inventory Out Order you are shipping by either scanning or typing it in Ret Transfer Title Transfer to warehou Issue Date 12 05 2007 Contents Item Code 11200 Description Ig ic Glider E File Options Admin Help E Scan the item being shipped 4 If required enter the number of items to being shipped or click Submit to ship one item 5 When complete click Done 6 Synchronize MobileFlex using the Sync MobileFlex process described in section Bue 7 Open the Transfer Order List in RMS Store Manager MobileFlex PPC M 0001 0 34 Chapter 5 Shipping and Receiving Inventory Eel Wil Transfer Inventory Out E ad ld Lookup TO Filter Dates Show Open X 10 1 2006 to 10 20 2006 X 1 entry TOS rgn TranserTo Last Updated Hes PTS TO 0100 Local 10 20 2006 2 19 23 PM Delete Edit 8 Select the Transfer Order which was just shipped
21. lty W ww iG ww T G v J v J g ash bd d Chapter 5 Shipping and Receiving Inventory MobileFlex features Shipping and Receiving modules that allows store personnel to receive items on purchase orders receive store transfers and ship items from inventory Each module quickly and easily adjusts store inventory and minimizes errors when shipping and receiving 5 1 Managing Purchase Orders with MobileFlex In order to receive items using MobileFlex purchase orders must first be created and transferred to the handheld device This operation is included in the RMS documentation but is documented here to further describe the MobileFlex workflow Note All of the shipping and receiving sessions can be performed in a wireless real time environment To do this follow the steps in section 3 1 1 to connect to the MobileFlex Wireless Server Then use the Wireless tab on the Launcher to open each of the inventory sessions described below 5 1 1 Creating Purchase Orders 1 Open RMS Store Manager Navigate to Inventory Purchase Orders or use the TaskPad Inventory Za Transfer Inventory In 23 Transfer Inventory Qut Purchase Orders Manage Offline Inventory Physical Inventory 4 This opens a dialog displaying all currently open Purchase Order in the RMS system 5 To create a new Purchase Order select New on the right side of the form ll Purchase Orders BRL SIE Lookup PO tt Filter Dates Po 00426 Show Open v
22. ly To connect MobileFlex to the MobileFlex Wireless Server follow these steps 1 Open the plug ins form by navigating to Admin gt Manage Plugins MobileFlex ar We C MoBILelg 4 4 Ship Receive Label Wireless m B Receive Inventory Relabeling Inventory Out fo ot Sale Scan Item Elin Labeling Inventory physical View PO View Inventory 3nsfer Manage Plugins File Options Admin Help E MobileFlex PPC M 0001 0 11 2 From the Plugins form enter the IP address and port of the server and click Done This needs to be performed for each wireless session being used Wireless sessions are preceded by a WS in the session name MobileFlex ZT d 11 14 X Host Address 11921689 4 100 Port 4402 PDA NICKNarme File Options Admin Help E 3 Once connected all MobileFlex transactions are performed in real time over a wireless network 3 1 2 Batch MobileFlex is pre configured to operate in batch synchronization mode Batch synchronization requires a cradle to be tethered to a host PC with a licensed copy of RMS When running in batch mode records are initially sent to the PDA for processing Once the synchronization is complete the connected PDA now contains all the up to date information entered in the RMS system Synchronization should occur after all tasks are completed on the PDA This keeps all connected PDAs current with the most recent RMS data To perform this synchro
23. ly when you select File gt Print Auto Print on Submit This option allows you to print automatically when a record is submitted in the entry screen Test Print Press this to test your printer settings Options Use the Options button to configure the connection settings for the selected printer PTS TracerPlus Er Ir C3 Pinter Enabled Printer O neill 4T ka Report jE Invoice 4t rpt Print What Current Record Start print automatically Auto print on submit File Options Admin Help E Print Options Dialog To configure the printer select the Options button The following dialog will be displayed MobileFlex PPC M 0001 0 41 Printer Options Name O neil 4T Connection Settings Comm Type Baud Port Parity Data Bits Stop Bits The Print Options dialog allows you to select how the printer is connected to the handheld Available options are RS232 and TCP IP To configure a cabled connection RS232 1 Select RS232 from the Comm Type drop down 2 Select the appropriate settings for your handheld and connected printer G Common ports for Symbol terminals Device Comm Port Symbol MC50 Symbol PPT 88xx Symbol PDT 81xx Symbol MC90xx Another available option is a TCP IP connection to the printer Using a wireless handheld with MobileFlex and a networked printer you can print wirelessly using MobileFlex To configure a TCP IP connection 1 Select TCP IP from the Comm Type d
24. mmon MobileFlex questions The knowledge base is located at htip www mobileflex pos com kb We also host a MobileFlex User Group The group was created to offer our users a communication channel in which to discuss MobileFlex You can join the MobileFlex User Group at http www mobileflex pos com 1 7 How to Buy MobileFlex MobileFlex is available for purchase through RMS Resellers nationwide Contact a MobileFlex representative directly at 1 877 640 4152 for a list of local resellers or visit the MobileFlex website at http Awww mobileflex pos com NAAKTIIACIAVY DDS M nnn n Vain l N I A OAW DLD 1 V 1E lt ll 9 V ODIIeriex FFU WI UUUT U MobileFlex Value Added Resellers specialize in RMS systems and integration They are certified in MobileFlex and RMS enabling them to handle any integration question or concern you may have MobileFlex resellers also specialize in providing cost effective bar code and wireless systems for end users MobileFlex PPC M 0001 0 6 J 7 EE FL TT L j o gt pm om p if ju ma am Wa ni am Y ye f C P 4 d C e V J lL JI UU L i 2l b ILA RY LW I Em u ll Iw LLL A amp X le L an ATIA a Haon Chapter 2 Installation This chapter explains the steps for installing MobileFlex in detail 2 1 System Requirements 1 Windows 98 NT 2000 XP Vista 2 ActiveSync version 3 5 or higher 3 A PDA or Bar Code enabled terminal running Window
25. nd it will open the item in the entry form 4 2 Scan Item When store personnel have access to an item s barcode but need additional information on an item such as price sale price end of sale date and stock levels The Scan ltem Module is used 1 To access the Scan Item Form tap the Scan Item icon MobileFlex ar d 4 54 X Blind Inventory Item List Scan Item et G vm T Inventory Inventory Inventory Last Sync 09 18 06 14 49 41 File Options Admin Help E MobileFlex PPC M 0001 0 14 2 The user is brought to the Scan Item Form The user may scan item codes into the Item Code field or key the value in using the keyboard if necessary If the item is found in inventory it is displayed within the form The form will display data such as Item Description Location Price s and Quantity Item Master Records 49 Item Code 414200 Description REC Glider Location Price 149 99 Sale Price Sale End Date 11 01 2007 Quantity dd File Options Admin Help E 4 3 Conducting Inventory Audits This chapter describes how to perform physical inventories and blind physical inventories using RMS in conjunction with MobileFlex Standard Physical Inventories are commonly used in order to quickly correct inventory discrepancies and allow end users to initiate investigations into these errors Blind Physical Inventories do not give store personnel visibility into expected stock levels and are tra
26. ness day in the event of heavy traffic or any other delay 6 Once you receive your registration code follow the instructions below to enter the code into your PDA Entering Your Registration Code 1 Start the MobileFlex application on the PDA MobileFlex PPC M 0001 0 9 Click the Register button in the MobileFlex Splash Screen Enter your Registration Code at the Code prompt If the Registration Code is valid you will receive a Thank you for Purchasing MobileFlex message 2 6 Removing MobileFlex Installation In the unlikely event that you would like to remove MobileFlex from your PDA follow these simple instructions 1 Use the Add Remove Programs feature in MS Windows via control panel to remove MobileFlex from your PC 2 On your PDA navigate to Start gt Settings gt System gt Remove Programs Highlight MobileFlex and select Remove MobileFlex PPC M 0001 0 10 Chapter 3 Data Synchronization 3 1 MobileFlex Synchronization Modes Mobile Flex is available in two data synchronization modes real time over a wireless network or batch using a batch synchronization process In batch mode a user must place their PDAs in the cradle and perform a synchronization after changes are made 3 1 1 Wireless In wireless mode the handhelds are viewing and editing RMS M data in a real time environment utilizing a wireless network This allows all users connected to MobileFlex to see any changes made to the RMS data immediate
27. nization open the RMS Store Operations Select Utilities Add Ins Sync MobileFlex This synchronizes all of the RMS store data with MobileFlex running on the handheld device Utilities Calculator Calendar Label Designer Crystal Reports Memorized Crystal Reports Messages Backup Database MobileFlex PPC M 0001 0 12 Chapter 4 Managing Inventory MobileFlex features simple to use inventory modules which streamline store inventory operations reduce errors and offer a significant return on investment Item descriptions can be viewed and modified on the store floor via the Item List module Additionally inventory audits can be conducted on the handheld including Physical Inventory and Blind Physical Inventory which greatly increases inventory count speeds and reduce errors 4 1 Syncing a Store Item List Batch Mode Only Having the store item list on the handheld is very helpful to store personnel Item lists are traditionally used to quickly visually find store merchandise without access to the barcode Using the item list the store personnel can find items check inventory levels as well as check pricing and sale information Note All of the inventory sessions can also be performed in a wireless real time environment To do this follow the steps in section 3 1 1 to connect to the MobileFlex Wireless Server Use the Wireless tab on the Launcher to open each of the inventory sessions described below To s
28. ption R C Train Price 94 99 gt Sale Price ga og Sale End Date 41 01 2007 File Options Admin Help E Sale Labeling Form From the sale labeling form scan or key in an Item Code into the Item Code field This will bring up the item information as well as the current sale information Simply enter the number of copies and press Print to print the sale labels The user may also edit the sale price from the currently set price in the item list 6 2 1 Sale Label Log When using the Sale labeling session in batch mode a log will be created of all the printed labels Occasionally the user may want to delete this log file 1 Click on the Label tab from the launcher MobileFlex er d D L MoBiLEH ZE A Ship Receive Label jeas Firs ts Relabeling Sale Relabel Log Labeling Sale Label Log Last Sync n a File Options Admin Help E 2 Select the Sale Label Log icon 3 Select Options gt Delete All to clear the Sale Label log MobileFlex PPC M 0001 0 38 MobileFlex Records 4 item Code Description ee R IC Glider Football R C Train Soccer ball Suck lj Delete All CUM ew File Options Admin Help El MobileFlex PPC M 0001 0 39 Chapter 7 MobileFlex Plug ins Plug ins Available Plug ins for MobileFlex include the Wireless Plug in for real time data transfer and the Print Plug in used for printing labels directly from a mobile printer or network printer
29. r to and from each handheld session to RMS After you purchase MobileFlex simply fill out the MobileFlex Registration Request Page accessible from your PC s Start Menu A registration code will be sent within 24 hours Alternatively you can register from our website at http www mobileflex pos com This registration code will activate your trial version enabling it for full use There is no need to reinstall 1 3 Learning MobileFlex To discover the full power of MobileFlex we strongly recommend that you read this manual thoroughly We also encourage users to take advantage of training classes offered by most MobileFlex dealers 1 4 MobileFlex Batch or Wireless Mode MobileFlex can share data with RMS in either a batch or wireless mode depending on the barcode terminal capabilities and the availability of a wireless network Batch mode allows users without a wireless network to sync RMS data directly to their PDA for inventory audits label printing and other RMS operations After the user has completed the necessary tasks data is simply synchronized back to the RMS database Wireless Mode enables end users to view and share data in a real time environment with RMS This does require a wireless network to be in place 1 5 Compatible PDAs and Bar Code Terminals MobileFlex is designed to extend the reach of your RMS data with or without a bar code enabled PDA However to discover the full power of MobileFlex we recommend using a barcod
30. rop down 2 The following options will then be displayed MobileFlex PPC M 0001 0 42 Printer Options Marne O neil 4T Connection Settings Comm Type TCP IP ka Host IP 1192 168 4 166 3 Enter the Host IP address and Host Port of the printer 4 If all settings are correct MobileFlex will now print to the configured network printer Print Prompt Dialog When File Print is selected the following printer dialog is shown 3 All records Il Current record 3 Where Status Select recordis to print This dialog allows you to select specific records to print The options include all records current record or use a filter to choose a range To set a filter 1 Select the field to filter on from the drop down 2 Enter filter criteria 7 3 The Launcher Shortcut MobileFlex PPC M 0001 0 43 Chapter 7 MobileFlex Plug ins The Launcher Shortcut is used to return to the main menu of MobileFlex Press this shortcut at anytime time to return to the launcher to select a different MobileFlex session MobileFlex PPC M 0001 0 44
31. s Mobile Pocket PC or CE version 3 0 or higher 4 If MobileFlex is going to run in a Wireless environment a license of Mobile Flex Wireless Server is required 5 A licensed version of Microsoft RMS 1 3 or higher 2 2 Automatic Installation 1 Download mobileflex ppc exe from http www mobileflex pos com or any authorized reseller s website Double click mobileflex ppc exe in the folder to which you saved the download Follow the standard installation instructions The MobileFlex application is now ready for use on your portable device or will be available on your next ActiveSync depending on your configuration The MobileFlex application is located under Start Menu Programs on your PDA It is also available from your Pocket PC via the shortcuts taskbar after running for the first time 2 3 MobileFlex Database Configurations After installing MobileFlex to the handheld the application will now ask you to configure your Microsoft RMS Database location C Install MobileFlex Scripts MobileFLEX TA Mobilize your Nu l data today Select pour AMS server and enter login information Server local M Use Windows MT authentication User Name isa Portable Technology Password Solutions Www pishome com Min 1 Select your RMS Server from the Server drop down menu MobileFlex PPC M 0001 0 7 Chapter 2 Installation 2 3 4 5 k Install MobileFlex Scripts MobileFLEX Select the authentic
32. t PTS_PI_100 September Physical 1 0719 2006 12 25 32 PM Ref Number BE Description tem Pi 100 September Physical Opened Calculated Status 4 Open Closed When all items have been counted click Calculate to compute quantity discrepancies entries 49 Item Lookup Cade Department Category Add Delete Lene 11200 11212 15001 15002 H L Glider RC Train Boy s 15 Bike Girl s 15 Bike Remote Control Remote Control Sporting Goods Airplane Train Bicycle Import File Sporting Goods Bicycle 15100 Football Sporting Goods Sports 16110 Basketball Sporting Goods Sports 15120 Soccer ball Sporting Goods Sports 25000 010101 Pajamas Small Re Infant Clothing 25000 0101 02 Pajamas Small Re Infant Clothing 25000 010103 Pajamas Small Ae Infant Clothing 25000 010201 Pajamas Small Blt Infant Clothing 25000 01 0202 Pajamas Small Blt Infant Clothing 5000 01 0203 Pajamas Small Bl Infant Clothing 5000 01 0301 Pajamas Small Pir Infant Clothing 25000 01 0302 Pajamas Small Pir Infant Clothing 25000 010303 Pajamas Small Pir Infant Clothing 5000 01 0401 Pajamas Smalle Infant Clothing Enn nd nAn E eie io ise a Sal eco pa 9 m Print Calculate Cancel Help The inventory count discrepancies will be displayed and the user may now commit this to the item list by selecting Commit This will adjust quantities within your store database Bl Physical Inventory
33. t status Date placed Sporting Equipment Order 10 19 06 Dider nat yet placed m Order not yet placed Ta Look Up Order has been placed Look Up Tailspin T avs 2834 M Main Street Woodinville WA 83743 Phone 425 555 0103 Fax Hequisitioner Confirming to Freight Ship via FOB point Terms Date required PO date IT HT HT FE FL ees 017206 Currency Exchange rate Tax rate X Remarks Local 1 0 0 002 Subtotal Sales tax Shipping Total 207 00 0 00 0 00 207 00 History OF Cancel Help Note For more information on Purchase Orders please refer to the RMS user guide 5 1 2 Synchronize Purchase Orders to MobileFlex Batch Mode Only When the Purchase Order has been completed MobileFlex should now be synchronized Select Utilities gt Sync MobileFlex from the RMS Store Operations File menu The Synchronization dialog will appear When the synchronization is complete MobileFlex will contain the new Purchase Order information MobileFlex PPC M 0001 0 25 5 2 View Items on a Purchase Order Using MobileFlex a user can view all items and their quantities on a purchase order directly on the PDA 1 Select the Ship Receive tab from the launcher 2 Select the View PO icon Inventory Receive View Inv Out Ps Out a S Receive View PO Transfers View Transfer File Options Admin Help E 3 This will bring up a form
34. tem into the Item Code field 3 Enter the quantity counted in the Count field or simply select Submit to count one item 4 3 5 Syncing Physical Inventory Counts to RMS Store Operations When operating in batch mode the physical inventory data must now be synchronized These steps can be ignored when operating in a wireless real time environment To do this simply place the handheld device in the cradle open RMS Store Operations and select Utilities gt Sync MobileFlex from the File menu Your counts will now be transferred into the RMS system 4 3 6 Completing the Physical Inventory When the physical inventory count has been completed using MobileFlex the inventory counts must be committed to your store inventory Select Inventory gt Physical Inventory from the File menu MobileFlex PPC M 0001 0 19 Chapter 4 Managing Inventory Inventory lt 3 Transfer Inventory In 23 Transfer Inventory Qut Manage Offline Inventory Physical Inventory The physical inventory list will appear Double click on the physical inventory which was just performed Bl Physical Inventory Lookup Status h FTS PI TUU September Physical 3 12 2006 11 30 Delete Copy The counts will now be displayed which came down from the handheld At this point the user can either edit these values or calculate the discrepancies To calculate the discrepancies select Calculate MobileFlex PPC M 0001 0 20 Bl Physical Inventory Coun
35. unted date older than the specified date Group Selection fe All items t Only items in selected departments t Only items in selected categories t Only items fram selected suppliers t Only items fram selected primary suppliers OF Cancel Help MobileFlex PPC M 0001 0 16 6 Adialog displaying all the items in the selected group will be displayed Enter a reference number and a name for the physical inventory Finally click OK to create the physical inventory Bl Physical Inventory Count PTS_PI_100 September Physical Sle Ref Number PTS PI 100 Opened 10 19 2006 12 25 32 PM When all items have been counted click Calculate te Description September Physical Calculated compute quantity discrepancies Status 4 Open Closed entries 49 ltem Lookup Cade Department Category Add 11200 FC Glider Remote Control Airplane FC Train Remote Control Train Boy s 15 Bike Sporting Goode Bicycle Girl s 15 Bike Sporting Goods Bicycle Football Sporting Goods Sports Basketball Sporting Goods Sports Soccer ball Sporting Goods Sports 25000 010101 Pajamas Small Re Infant Clothing 25000 0101 02 Pajamas Small Re Infant Clothing 5000 0101 03 Pajamas Small Re Infant Clothing Pajamas Small Bl Infant Llathing Pajamas Small Bl Infant Clothing Pajamas Small Bl Infant Clothing 25000 01030 Pajamas Small Pir Infant Llathing 25000 01 0302 Pajamas 5mall Pir Infant Clothing 25000 010303 Pa
36. ut Order creation dialog will now open From this dialog enter all information about this transfer More information regarding this form can be found in the RMS M manual MobileFlex PPC M 0001 0 32 Chapter 5 Shipping and Receiving Inventory ll Edit Inventory Transfer Out Order Number PTS TO 0100 Worksheet ref Inventory location Status Transfer Type PTS T0 01 00 o Main 3 Open Standard Y Title Placement status Date placed Transfer to Warehouse C Order not yet placed N VA Transfer from Look Up Tailspin Toys 2934 N Main Street Woodinville WA 83743 Phone 425 555 0103 Fax Requisitioner Confirming to Freight Ship via FOB point Terms Date required Date 10 20 2006 10 20 2006 Currency Exchange rate Tax rate Remarks Local 1 0 0 00 Subtotal Sales tax Shipping Total 0 00 0 00 0 00 0 00 History Print OK Cancel Help 4 To add store items you wish to transfer out click on the Contents tab 5 Click on the Add Item button to add items to the transfer lil Edit Inventory Transfer In Order Number PTS TI 0100 Header Contents Contents entries 1 Type Item Lookup Cod GtyOH QtyCom QtyOrd Cost Extended Tax Ratel Tax RVC Glider 9 124 99 624 95 0 000 Add Item Quick Scan Delete Subtotal Sales tax Shipping Total 624 95 0 00 0 00 624 95 History Print OK Cancel Help 6 When complete c
37. v FEPu ve eo cou b s E EUE nnmnnn 40 7 1 Wireless PIG II riei oves dou ccna ox a VR UN Rosa MM Eu VoU p peu ees D ner oaov u EVO REGE PCT RUDI 40 7 2 Primer uen WE CE a a a a a 40 7 3 The Launcher Shortcut eee eee 43 MobileFlex PPC M 0001 0 Chapter 1 Introduction 1 1 What is MobileFlex MobileFlex enables Microsoft Retail Management Software users to extend their RMS systems to the point of activity With MobileFlex end users can eliminate errors and streamline processes that benefit from barcode enabled data collection including inventory shipping and receiving sale mark downs and shelf re labeling MobileFlex is simple to install and connects seamlessly to your RMS data via batch or wireless technology Highlighted Features e Seamless data sharing to mobile terminals via wireless or batch technology e Customizable label printing supports most mobile and desktop barcode printers e Tight integration with RMS allows data to flow directly between handheld and RMS databases e Easy to configure to meet specialized needs 1 2 Free Trial MobileFlex is a shareware application Shareware applications allow end users to trial full feature sets of software applications for no fee We encourage anyone trialing MobileFlex to contact us with any questions that arise during the trial process so we can insure you are completely satisfied with the product after purchase The trial download is limited in that only 5 records will transfe
38. ync and view a Store Item List in MobileFlex follow these steps 1 In the RMS Store Manager application on the PC simply navigate to Utilities Synchronize MobileFlex and select Synchronize MobileFlex 2 The next time a handheld is connected to the cradle the latest Item List is sent to the PDA 3 To access the Item List go to the MobileFlex Launcher From the Launcher select the Inventory Tab H MobileFlex Pd ELTE X C MoBiLE Z7 2 Inventory Ship Receive Label amp A j Scan Item rem List Blind Inventory T 41 Pr FP B I IE D e E w L Er EU 1 Physical View Blind View Phys Inventory Inventory Inventory Last Sync 09 18 06 14 49 41 File Options Admin Help E 6 To view the entire Item Master table tap the Item List icon This opens the item list where the user may search for items contained in the Store inventory A screen shot of the store list is shown below MobileFlex PPC M 0001 0 13 MobileFlex a d 10 47 G Records 49 Tag oases 2000 TN Pajamas Large Pink Kite Pajamas Large Red tte Pajamas Small Pink Kitte Pajamas Medium Blue Es Infant Walker Pajamas Medium Yellow Pajamas Small Red Moo Gift Card Pajamas Small Blue Bear Pajamas Small Yellow Be troe M File Options Admin Help Searching for items Select the field to search 2 Enter the value to find 3 Click on the binoculars button 4 If an item is fou
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