HandSpring VisorTM Symbol SPT-1500/1700 Version Installation
Contents
1. X Microsoft Excel download xls IOI x Ele Edit wew Insert Format Tools Data Window HHP gimplicity Help 8 x DSR SGRY X BAS 5 BS F 7 BB B aa 8 BUF SSH s x BME O D A kz as ee ee a Pn EE TEE se THe Ems BarCode Serial Number Transaction Customer Job Site Comments Operator Date Time Be 69107 Delivery Wiliams Phamacy Right in Front No Key Needed AJF SWD 335A 61555 Delivery Wiliams Pharmacy Around Back Get key al office AJF Sawi 3 50 A 61597 Delivery Mothers Weding Smihi Residence For wedding use customer delivers AJF Bawo 5 40 A Pro 76 Delivery Vinert Car Dealership Lehigh Street On nev Construction Site AJF B00 543 A C C Ready IF RAM cn 4 DeliveriesFromPalm WORKSHEET ILLUSTRATION Now lets look at the DeliveriesToPalm worksheet because downloading from the PDA has made some changes there DeliveriesToPalm WORKSHEET Click the DeliveriesToPalm tab on the bottom left of the screen The illustration below shows what you should see if you followed the example 18 Remember when we entered deliveries using the program built into Excel we entered a total of three deliveries and transferred them to the PDA On the PDA we made both deliveries to Williams Pharmacy As you can see in the illustration one of the Williams Pharmacy deliveries has been deleted But we made both deliveries Why wasn t the second delivery deleted PottieScan wi2. The Excel workbook contains a program interface to make data entry quick and accurate It gives you the ability to track inventory on site and in the yard There are three parts to PottieScan the program that resides on the PDA the Excel Workbook program and the desktop conduit program that takes data from the either the PDA download or the Excel Workbook upload and transfers that data to the other ScanMan PottieScan Pottie Labeling It is assumed that the user will place barcode labels on the Potties to be tracked Just about any barcode type is supported by PottieScan except the Interleaved 2 of 5 symbology The forecasting ability of PottieScan requires potties to be labeled with prefixes Although you don t have to use the descriptions listed below you must have the same alphabetic prefixes in the barcode The prefixes and descriptions for pottie labeling are as follows AQ Aqua DG Dark Green HDC Handicapped P Pewter W Wedding WS Wash Station The number following the prefix can be any combination of numbers as long as the total number of characters including the prefix 1s no greater than 15 You don t have to use the rational for labeling listed above but if you want forcasting to work you must use these prefixes ScanMan PottieScan Excel Operating Instructions INTRODUCTION The PottieScan Excel workbook is named download xls and is located in the C DAT Palm Apps PottieScan directory
3. MTA LIH DelveriesFromPalm Deveres amn X i 74 j ADDING DELIVERIES With the inventory set up and customers entered we can now schedule deliveries Start the data entry program by holding down the Control Ctrl key and pressing the G key From the Main Menu click on the Add A Delivery Button The following screen will be displayed but the boxes will be blank When the screen appears the cursor will be flashing in the box under the Select Company Jobsite Here caption Start typing the customer s name If the customer existed in the Customers worksheet when you started the program the box will automatically fill with the customer name If this is the customer name you want hit the Tab or Enter key to move to the next input field Pottie Type Note that the information for the customer is filled in the boxes below the input boxes so you can verify you have the right customer Type the prefix of the pottie type to be delivered Now hit Tab or Enter to advance to the box where you will enter the scheduled delivery date Then enter the scheduled pick up date Scanian PottieScan Enter Deliveries Select Company Jobsite Here Pottie Type Oty EWN m weste Sreet mee OO O emn mein menu upane Enter the following customer deliveries Customer Williams Pharmacy Zeus Construction Williams Pharmacy Pottie Type AQ AQ AQ Proj Deliv Date 9 15 01 9 15 01 9 15 01 Proj Retu
4. 4 Inventory Customers lal Ff Ready J il EMO E C z Customers WORKSHEET ILLUSTRATION There are two ways to tell if PottieScan entered a new customer The first is that there will be no customer code in column A because the PottieScan program doesn t give the employee the option of entering it Second there will be a T in the NEW column of the worksheet column K As we ve seen PottieScan gives you the ability to track your inventory schedule and track your deliveries and keep track of maintenance activity It completely replaces the paper system you re using now There are two other features of PottieScan we ll look at next the ability to find scheduled pick ups and the ability to see the number of potties you ll have available on a given date 22 THE PICK UP PROMPTER PottieScan gives you the ability to see which potties need to be picked up in a given time period This feature only works if you entered the Proj Return Date on the DeliveriesToPalm worksheet We ll assume that you have the download xls worksheet open Start the Excel program To start the program hold down the control key Ctrl while pressing the G key The program will start and the Main Menu will appear From the Main Menu press the Run Pick Up Worksheet button The following screen will appear For the example our Customers and Inventory worksheet are filled with actual data There are around 400 potties and as many customers in t
5. Open Microsoft Excel by pressing the Start button on the Task Bar select Programs then Microsoft Excel When Excel finishes loading select File on the Menubar top left then select Open and navigate to the DAT Palm Apps PottieScan directory Select the file download xls and press the OK button The workbook will load and be displayed on the desktop At the bottom of the workbook you will see grey tabs that indicate the different worksheets in the workbook Never rename the sheets as the Excel program for data entry relies on the sheet names as they are set up at installation The sheets included in the workbook and a brief description of their use are listed below DeliveriesFromPalm Holds data transferred from the PDA to the desktop PC DeliveriesToPalm Holds deliveries waiting to be made transferred to PDA Inventory A list of the potties and their barcode numbers transfer to and updated by the PDA Customers A list of customers transfer to and updated by the PDA Maintenance Maintenance information downloaded from the PDA PickUpPrompt Planning sheet that shows what potties are to be picked up for a given time period InventoryForecast A count of each type of pottie projected to be in inventory for any given date A general orientation to Microsoft Excel with some of the terms used in this Operator s Manual are given in the illustration below Worksheet Columns MenuBar Microzolt Excel d
6. arzai 36 73 6 4 10 16 03 2301 39 73 6 4 10 16 oov24 01 39 fa 6 4 10 16 OS 25 01 39 fa 5 4 10 16 l 05 26 01 39 ta 6 d 10 16 HTa TEIN DelveresFronPahi Danae Eam A Thventony Customers Mantanance A PAE inventoryrorecast mT Ready E E E a e e E 24 bottom left of the screen For our example the data above is displayed in the worksheet Look at Row 4 The total number of potties for each category prefix are shown in this row along with the total number of potties in Column H In the illustration above there are 173 Aqua AQ 138 Dark Green DG 8 Pewter P 6 Handicap HDCP 10 Wash Station WS 16 Wedding W potties in the inventory You can see the totals of unassigned potties in Row 6 34 AQ 23 DG 1 P 1 HDCP 9 WS and 16 W Assuming that today is September 11 2001 we find in Row 16 that there are 2 AQ and 3 DG potties scheduled for pick up today for a total of 36 AQ and 65 DG potties available in inventory That way we know if a client calls today and wants 35 Aqua potties delivered immediately we probably won t have them until the end of the day today PottieScan makes inventory projections easy A couple of administrative notes If you go to Row 6 Column A and insert a different date the other dates in Column A will be changed automatically PottieScan comes set up with 2 years of dates entered in Column A but you can modify the start date at any time The bold numbers in Row 6 are the totals for each prefix category th
7. at Scan Pottie To End Service the completion of the cleaning PottieScan asks the barcode to be scanned twice because it is keeping track of the time elapsed for the maintenance step When the cleaning operation is complete scan the barcode again You will be returned to l the Main Menu CONTINUE If the PDA goes to sleep during the cleaning process you can pick up 14 where you left off by pressing the power button on the PDA Make sure you don t press any of the other program buttons or you ll lose your place in the program The start time will be recorded but there will be no completed time PERFORMING MAINTENANCE EXTRA CLEANING From time to time potties need special cleaning generally associated with a special reason for this action From the Maintenance Menu press the EXTRA CLEANING button The screen below left is displayed ora thaaaian Wannen a PottieScan allows you to enter reason codes for extra cleaning operations Just check the box for the reason or check the Other box and enter the reason for the cleaning operation Pressing the CON T button displays O Requested O TipOver the screen prompting for scanning a barcode to begin the cleaning O Vandalism process Enter Cleaning Reason O Other Enter Below For the example we will check the Requested box then press the CON T button We will perform extra cleaning on pottie number AQ006 The screen prompting for barcode entry at the end o
8. install the HotSync components required for the program When the installation is complete Restart the computer When the installation of ScanMan PottieScan Conduit Program is complete place the disk labeled Palm Program Files Disk 1 of 1 in the 3 5 drive From the TaskBar select Start Run and type a setup bat You will be prompted for a user Palm for the program to be installed on Select the desired user The program will require you to perform a HotSync with the appropriate Palm in the HotSync cradle When the HotSync is complete the program will be loaded on the PDA sTM ScanMan PottieScan System Requirements The system requirements to run PottieScan are as follows Microsoft Windows 95 98 NT 2000 Intel Pentium 266 or higher 32 MB RAM 15 MB hard drive space Microsoft Excel 97 higher Palm OS based barcode scanner and PDA Palm Desktop software loaded on PC ScanMan PottieScan Program Orientation PottieScan is a complete inventory and route management system Set up your inventory and customer list in the Excel workbook then schedule deliveries Upload the data to the PDA When the driver employee makes a delivery pick up or performs maintenance they navigate to the appropriate screen and scan the pottie barcode At the end of the day the PDA is downloaded to the desktop The Inventory is automatically updated You can keep complete records of unit maintenance as well as track maintenance times
9. new customer Finally it displayed the message that the HotSync and Desktop Conduit process was complete The data from the PDA is now in the Excel workbook Let s open the workbook and look at it IM _ Excel Operating Instructions Continued ScanMan PottieScan The PottieScan Excel workbook is named download xls and is located in the C DAT Palm Apps PottieScan directory Open Microsoft Excel by pressing the Start button on the Task Bar select Programs then Microsoft Excel When Excel finishes loading select File on the Menubar top right Open and navigate to the DAT Palm Apps PottieScan directory Select the file download xls DeliveriesFromPalm WORKSHEET Now that we have the workbook open on the bottom left of the screen click the DeliveriesFromPalm tab The screen below will appear It contains the delivery data we entered on the PDA Specifically the following entries were made in the DeliveriesToPalm worksheet of the workbook ROW 3 The first delivery to Williams Pharmacy of pottie AQ004 Note that the Job Site is Right In Front and the Comments are No Key Needed that we changed before scanning entering the pottie number Remember this as the changes we made will have ramifications in the DeliveriesToPalm worksheet we ll look at next We picked up this pottie but the delivery is still noted We ll see the pick up entry below ROW 4 The final delivery that we made before downlo
10. o1n399 5 54 AM ga DOST 222200 WILES MCINTIRE Methodist Church 05 31 01 3 59 Phl oat pour 1417099 HARTSON JERRY somesville oaea Dizim g5 Ai beon MONE JENKINS BEACH 064101 716 AM g5 13 beoe 13539 AL BEDARD 064301 9 34 AM gan Maaco 713100 Coastal Environmental Corp corea O71 8 32 AM aiD I DGIE 446511 JORDAN MARGARET 064101 1244 PM gA 16 pciei 25460 SIRSARGE INC ORONO 064101 1114 AM gaii iZ beos 13558 SIRSARGE INC 064101 1114 AM gA 10 ME Aca 166432 TOWN OF OTIS 10289 330 AM 9M 101 19 acise 941905 TOWN OF OTIS 299 EH AM eto Ea DGIS6 254374 CAMP BEECH CLIFF SOMESMILLE 064401 11 56 AM giii DG02 827443 GREAT MAINE LUMBERJACK SHOW DANDI 7 04 AM vt 40 DGOB3 RPCOIZ MAINEL Y DELIGHTS BASS HARBOR 064301 5 52 PM et 4 01 Lz DGO4 446609 WARD S COUNTRY STORE DADI 10 47 AM O40 DG035 372802 BURT COREEN 0641201 1033 4M Ov Sa 26 pe0s2 RPCO2 FORCIER RICK FLANDERS POND 062601 12 50PM et Sal E DG02 370694 JACK FARRAR GREEN LAKE 05 2501 943 AM gA Sat 2r DG 20 27562 JENKINS BEACH Dedham 0450 01 248 Pht S501 H2401 PRONOVOST RALPH MOLASSES POND ori 29 AM vt Sa 345028 ROGER CHIPMAN Sullivan 05 2001 EH AM vt Sal 02612 SEAVWWALL CAMPING SUPPLIES manset OFAB 11 22AM gA Salt 13576 SORRENT VIA SORRENTO gen 01 91501 714547 SURRY TOWN OF Newberry Meck 062901 1 41 Phl ov S01 O41 847 TOWN OF LAMOINE Blunts Pord 060a 11 24 AM Ov San 108971 TOW OF MT DESERT BARTLETTS et Sal 239207 TOWN OF MT DESERT LONG POND an 501 DeliveriesFrom
11. prompter and the Inventory Forcast feature If you set your inventory up without using the Excel program make sure you fill in these entries If you used the program you don t have to worry because it wouldn t let you complete the delivery entry without entering the Return Date 20 Since we did a lot of maintenance in our example lets look at the Maintenance worksheet next and see what happened to the data Maintenance WORKSHEET Cleaning Extra Cleaning Not Serviced Repair and Pick Ups are shown on the Maintenance worksheet Click on the Maintenance worksheet tab on the bottom left of the Excel screen The screen should be similar to the one shown below A Microsoft Excel download xls E gle Edt view Insert Format Tools Data Window HHP Smpboty Hele li x D ga 6a se amp a ee fe 4 21 E 4 100 Arial 8 BZU Eza sx WARE GA f A005 A B C D E T ERC Ee ee aaa LJ K L 1 Barcode SerialNumber Trane Code Operator Date Timeln TimeOut Elapsed Time No Suc Reason _3 so005__Teise7 Clean AJF aB 9 44AM 9 46 AM A aco 770176 Extra Cleaning AJF 65001 S46AM 945 Ahl Requested souis 61557 hot Serviced AJF a0 3 45 Abe Mo Access ET agiis 61587 REPAIR AIF asthi 9 50 Ahi Door Hinge Broken F Aao 69107 Pick Up AJF 63001 250 Ahi B q 10 11 12 13 i4 15 16 17 18 13 21 ai oo 24 25 26 27
12. right of the screen or select File Close from the Task Bar It s important to close Excel because the Desktop Conduit Program will use the Excel workbook to process the data to be sent from the PDA If Excel is open the sheet won t be able to be used by the Desktop Conduit program Start the Desktop Conduit program Refer to the section above for Palin ID Tec een ees directions on starting the program When the program loads it s ready to take information out of the PDA and deposit it into the Transaction Table Palm To PC Complete Excel worksheet If you left the program running after loading the PDA and it is still visible on the PC press the Palm From Palm button on the bottom left of the screen eee ee eee ee Place the PDA in the HotSync cradle and press the HotSync button Updated 5 Rows in Maintenance i Updating Excel vvorksheet on the cradle Watch the PDA screen until the HotSync Complete Loading Files From Palm message appears Waiting For HotSync When the HotSync finishes the screen of the Desktop Conduit program should be identical to the screen on the left Lets look at what happened during the HotSync Remember that we read the status window from bottom to top Transfer To Evi pam First the Desktop Conduit was Waiting for HotSync Then it i RER S wa loaded the files from the PDA onto the desktop Then it updated the A a Excel workbook with 5 entries in maintenance 4 deliveries and 1
13. 1 A 4 Zeus Comsiruction Site 1 Behind Supervisor s Trak 103101 S450 AG 5 Vuiliams Pharmac Around Back el Key at Orice 12 5 S01 ao l 6 F a 3 10 11 12 131 14 15 16 TF 18 19 20 21 22 23 2A 26 af 28 29 W 317 32 33 34 33 35 MANEN E _ DeliveriesToP aim inventory 7 Customers a _ Inventoryforecast_ 7 js e Note that we ve scheduled 2 deliveries to the same customer Since this information will be transferred to the PDA and the employee will collect data that is unique to the pottie we need to make multiple entries for multiple deliveries to the same customer jobsite comments in the Customers worksheet Remember that you can make entries into any worksheet at any time For example you didn t have to use the Excel program to enter customers or deliveries You could have selected the worksheet and made the entries directly If you choose to do this make sure that the customer job site and notes comments are identical to those in the Customers worksheet If they aren t you ll have an error in the Desktop Conduit program and you ll have to come back to the worksheet and fix the entry Now that we ve entered inventory customers and deliveries its time to transfer the delivery information to the PDA ScanMan PottieScan Desktop Conduit Upload PDA Before proceeding to transfer information to the PDA always make sure you ve exited Excel To do this hit
14. 25 23 3T 32 Esl M M H DelveriesFromPam DeliveriesToPalm f Inventory Customers Maintenance PickUpPrompt InventoryForecast a Ready Eoo OEE WAE I No Maintenance WORKSHEET ILLUSTRATION Remember the maintenance entries we made on the PDA First we cleaned pottie AQ005 Row 3 Then we performed extra cleaning that was requested to pottie AQ006 Row 4 Note that the transaction code column column C contains the operation meaning the category button you pressed on the PDA before entering the barcode The No Service Reason column column I is what the employee entered when the PDA prompted him to make an entry Continuing with the entries we made on the PDA we logged no service to pottie AQ005 because there was no access to it Row 5 Then we noted that pottie AQ004 needed repair because of a broken door hinge Row 6 Finally we picked up pottie AQ004 Row 7 The Time In and Time Out columns F amp G are of particular interest in the Maintenance worksheet Not only do you now know what time the service was conducted you know how long the service call took The blank column titles Elapsed Time column H can be used to calculating the time of the service call 21 E Just type in the formula or copy the formula entered on a previous row for information on formulas and cell formatting see Excel s Help feature In fact you can reconstruct an employee s entire day by cutting and pa
15. PLUMBING amp HEATING CO 667 5536 ScanMan T F 1 miil h m n Route Management Inventory System HandSpring Visor Symbol SPT 1500 1700 Version Installation and Operation Instructions Palm Program Version 1 32 Excel Version 1 10 Desktop Conduit Version 1 60 September 30 2001 2001 DATAssociates Inc 456 Freehall St Mertztown PA 19539 Phone 610 682 0823 Fax 509 357 3610 Email info yourdat com ScanMan PottieScan Inventory Installation Instructions To begin the installation process you must have the Palm Desktop installed on the PC Once the Palm Desktop installation is complete you can begin installing ScanMan PottieScan For the CD Version From the TaskBar select Start Run and type x setup bat where x is the drive letter of the CD drive Restart the computer For the 3 5 floppy version There are 3 parts to the installation process as follows 1 HotSync Registration 2 disks 2 PC Conduit Program 3 disks 3 PDA Program Files and Excel Workbook 1 disk Begin by inserting the HotSync Registration Disk into the 3 5 drive From the TaskBar select Start Run and type a setup exe Follow the prompts to install the HotSync components required for the program When the HotSync Registration installation is complete place the ScanMan PottieScan Conduit Program Disk 1 into the 3 5 drive From the TaskBar select Start Run and type a setup exe Follow the prompts to
16. Palm Maintenance f DeliveriesToPalm f Inventory Customers InventoryForecast PickUpPrampt Cust 4 r ps S ees es Pes A 23 Notice the that the pick up information is sorted in ascending order All you have to do is print out the worksheet and you can schedule your drivers to pick up the units There s one other PottieScan feature to check out the on hand inventory worksheet THE InventoryForecast WORKSHEET The final feature of PottieScan is the Inventory Forecast With this feature you can not only tell how many potties are in your yard today you can also tell how may potties will be picked up on any given date PottieScan will calculate the total number of potties for each prefix type see Setting Up The Inventory above It will also calculate the number of potties for each prefix that are not assigned to a customer as of this moment and the number of potties of each prefix that will be returned on any given date Since the Inventory changes with every delivery and pick up you need to run the Inventory Forecast routine every time you want to see what s in inventory or when potties will be returned Start the Excel program To start the program hold down the control key Ctrl while pressing the G key The program will start and the Main Menu will appear From the Main Menu press the Inventory Forecast button The following screen will appear ee j PottieScan has determined that in this example t
17. Y button Mothers Weddings then the SELECT button You will see Vinart Car Dealership show up in the customer list Press the ABORT button to go back to the Unscheduled Delivery menu then press ABORT again to go to the Heie fae ums aaa cee Main Menu delivers u Now that we ve made some deliveries and we have a few potties a j CONTINUE assigned to customers in our inventory we can perform some maintenance tasks PERFORMING MAINTENANCE CLEANING From the Main Menu press the PERFORM MAINT button The following screen will be displayed Li dee aee As you can see you can perform Cleaning Extra Cleaning note that the VTR unit was not serviced Note Repair or Pick Up a pottie from the CLEANING EXTRA CLEANING Maintenance Menu We ll briefly go through each to describe how they work NOT SERVICED Press the Cleaning button You will be prompted to enter the barcode of the pottie to start the cleaning process When the barcode is entered NOTE PottieScan checks the inventory to make sure the pottie is assigned toa customer Ifit isn t assigned to a customer it doesn t allow cleaning to 1 take place and gives the operator a message Otherwise a screen 1s Pottie Maintainence displayed prompting for the scanning of the barcode when cleaning is complete For the example we re going to clean pottie AQ005 The screen at the right is the screen where the pottie barcode is scanned
18. ading the PDA data pottie number AQ007 Note the date and time indicates that it is the last delivery also that the Job Site and Notes Comments haven t been changed ROW 5 The unscheduled delivery of pottie AQ005 to Mothers Weddings The way you can 17 tell its an unscheduled delivery is that the column with Proj Return Date isn t filled in Look in column J for the projected delivery date ROW 6 The unscheduled delivery of pottie AQ006 to the new customer Vinart Car Dealership Again we know it s an unscheduled delivery because there is no entry in column J Proj Return Date but there s really no way here in the DeliveriesFromPalm worksheet that we can know it s anew customer We ll be able to see that in the Customers worksheet As you collect delivery data the new entries are placed are placed at the bottom of the list with a blank line in between the old entries and the start of the new entries PottieScan keeps a record of all the deliveries made including the employee that made them the customer the pottie number delivered and the date time of delivery By sorting the worksheet see Help in Excel you can get information like the rental history of a particular pottie the number of potties delivered in a given time period to a specific customer the number of potty deliveries made in a given time period by a particular employee etc
19. at had pick up dates prior to the current date Summary We ve seen that PottieScan can really help organize your pottie rental business It eliminates paperwork by giving you the ability to schedule deliveries plan pick ups and analyze your inventory PottieScan eliminates paperwork Your employees no longer need a clipboard and pencil Paper can be eliminated and with it the changes of data entry errors and lost forms and reports PottieScan gives you the ability to track employee performance keep track of maintenance and needed repairs and integrates your data into an easy to use and understand Excel worksheet If you have any questions or comments please feel free to email or call us at the information given on the cover sheet of this manual We will continue to serve you by making improvements in PottieScan and helping you any way we can 25
20. e next entry Note that if you press the Right Arrow button when on the last entry in the list you ll be asked if you want to add a new record 11 Pressing the New button clears the screen and gives you the ability to enter a new customer The Del button will delete the customer that is displayed The Back button takes you to the previous menu where you select the inventory you want to edit or view Using the arrows navigate through the customer list to see the entries you made in the Customers worksheet in Excel When you re finished use the back button to return to the menu The other Edit buttons edit information originally entered using the Excel workbook with the exception of the Edit Maint Record This list is created when the employee enters maintenance data and starts out as a blank list Pottie Scan Mion The other option we haven t discussed is the Look Up Customer button When pressed the following screen is displayed Enter Customer Nome This option gives you the ability to look up customer information by typing in some of the characters of the customer name For our example we ve typed in an O and now press the Continue button Every Customer name with an O in it is now displayed on the screen You can edit the information on the screen in the same manner as in the Edit Customer option described above We re now ready to start discussing the meat of the program delivering picking u
21. er or you can deliver to a new customer A ADD NEW new customer is one that isn t on the Customers worksheet of the CUSTOMER Excel workbook li Lets try the simple option first and deliver to an existing customer SELECT ACTIVE SELECT Press the Select button and the CUSTOMER screen displaying existing customers Scan Man will be shown as in the illustration at th the right Note that the Job Site Albarn PhArm y and Notes are available for you to Zeus Construction change on this screen Select the customer and press the Continue button Job Site Smith Residence Notes For wadding use customer Hinari You are now prompted to scan or key enter the pottie barcode number To make it interesting we re going to try to deliver pottie number AQ004 again but this time instead of delivering it to Willamsburg Pharmacy we re going to deliver it to Mothers Weddings PottieScan ese checks the inventory list to make sure that the pottie isn t assigned to a customer before it allows delivery of the pottie If the pottie has already been delivered to a customer PottieScan displays a message and doesn t Scan Pottie Barcode allow a pottie already delivered to be delivered again If we wanted to we could use the PDA to pick up pottie number AQ004 and the customer information assigned that pottie in inventory would be Borcode not in i inventory or is assigned removed We won t do it now though Clear the me
22. er you can also key enter the number Just press the Done button when you re finished If you picked the wrong customer and want to go back to select another press the Abort button site Frrownd Bore Motes Getkey at office 12 Finally if you want to change the information in the inventory to contain a modification to the job site or comments displayed for the customer you can make the changes by pressing on the appropriate area and changing the entries by using the keyboard or Grafitti For the example we ve changed the site from Around Back to Pottie Deve 2o Right in Front and the Notes or comments from Get Key at TEREE ETENE mT f cee Lonnie ste office to No Key Needed When you scan the barcode or manually iiom Pharmacy Around Bock enter it and press the Done button you are taken back to the Main Menu screen Press the DELIVERY button again and look at the delivery list You can see that one of the deliveries to Williams Pharmacy is now gone When a delivery is made the delivery list is modified to show only those deliveries that have yet to be made UNSCHEDULED DELIVERIES WITH EXISITNG CUSTOMERS PottieScan also gives you the ability to make unscheduled deliveries From the Main Menu press the UNSCHED DELIVERY button The following screen is displayed Pottie ScanMan 0LUlUlti i U There are oe optiot for unscheduled deliveries You can deliver to an existing or Active custom
23. ere is a count of the number of items from each sheet that will be transferred In this case there are 3 customers 432 inventory items potties and 3 deliveries Finally the Desktop Conduit program prepares the palm transfer files then displays the message that we are ready to HotSync If there was a conflict with the data you would be prompted in the white status window where the error occurred DO NOT EXIT THE DESKTOP CONDUIT IF THERE ARE ERRORS For example if you entered a delivery for a customer that didn t exist you would see a Customer NoMatch entry with the row number displayed in the status window You would then have to go back to the Excel worksheet and correct the problem You re now ready to load the PDA with the information that you entered in Excel Place the PDA in the cradle and press the HotSync button The PDA will beep and the HotSync Progress Box will appear indicating that the HotSync is taking place Watch the PDA screen until it displays a message that the HotSync is complete If the scanner does not beep and the HotSync Dialog Box does not appear check the following 1 The HotSync Manager is running Check the bottom right corner of the monitor by the clock The HotSync symbol should be visible If it isn t select Start on the Taskbar select Programs select Palm and select HotSync Manager The icon by the clock should appear Now press the HotSync button on the cradle 2 Ifthe HotSync icon i
24. f the cleaning is displayed Entering AQO06 again returns us to the Main Menu PERFORMING MAINTENANCE NOT SERVICED Sometimes a pottie can t be serviced because the employee can t get to it e for example if the gate is locked You can make a Not Serviced entry by pressing the NO SERVICE button from the Maintenance menu You are then prompted to scan or enter a pottie barcode For our example we are going to enter AQ005 as the barcode of a pottie that wasn t serviced The screen at the right 1s displayed prompting for a no service reason You can press the NO ACCESS button or enter a reason For the example press the NO SERVICE button Then press the DONE button You are returned to the Main Menu PERFORMING MAINTENANCE NOTE REPAIR If an employee notices while cleaning or delivering potties that a pottie is in need of repair PottieScan gives him the ability to make an entry so the repair will be noted in the Excel worksheet when the data is hea en ep oir transferred From the Maintenance Menu press the NOTE REPAIR Scan Pottie Requiring Repair Button The screen below is displayed The operator enters the particulars of the repairs needed in the area under Service Notes the Service Notes caption then scans or enters the pottie barcode iit ii iii EEEE ii iC Tir fir irr or hemmen rem ovens tweet tees teem e For our example we are going to enter Door Hinge Broken as the Ser
25. f the screen on either side of the Grafitti pad Make sure you are finished with the transaction you are entering before pressing one of these buttons graphics ENTER THE PDA OPERATOR Fal Fottie Scan Atan I S Enter Operator Code AJF THE MAIN MENU Pottie Scan flan ss PERFORM F DELIVERY MANT UNSCHED DELIVERY LOOKUP POTTIE ExT The Operator Code can be entered manually with Graffitti or can be scanned The operator code has to be at least one character and no more than 5 characters If the operator scans his Operator code the program will immediately advance to the Main Menu screen If the Operator Code is entered manually pressing the Continue button will advance to the Main Menu Screen The Exit button terminates the program The Main Menu appears as is illustrated at the left Note that the operator has the option of making a regular delivery an unscheduled delivery performing maintenance including picking up a unit and admin which allow editing and looking up data The Exit button terminates the program The 1 in the top right of the screen will display the PottieScan program a when pressed Each of the options will be discussed below using the sample data we entered in Excel earlier HOW TO DISPLAY LIST INFORMATION To start let s see the information that was uploaded to the PDA specifically the inventory of potties Pottie can Mon Edit Custo
26. he worksheet For the inventory the Proj Return Date column is filled in for those potties that are on site with customers PottieScan Generate Pick Up Workrheet x Note that we ve put in a From date and a To date This aa date span can be any combination of dates as long as the To From amii To anm eas ETN ETA date is later than the From date In this example we want to f know about the potties that need to be picked up in September Process Main menu o and October and have entered the dates accordingly Pressing the Process button runs the program As the program runs you ll see pottie information copied to the PickUpPrompt worksheet When processing is complete press the Exit button on the program screen In our example the following information was copied to the PickUpPrompt worksheet X Microsoft Excel download 3 xls AE EJ Sie Edt Mew Insert Format Tools Data Window HHP Smplcty Heb l jxi ie ae eS Oz Att Me 2 18 8 BI UF SBR ox ee ES a oa lt 12 03 16 PM i a ee ee ee eee Ly estsace Serial Number Customer Kk a F peora 117076 ANN GIBSON NEWEERRY NECK O6 04 01 af fa D003 RPCOOZ HARBOR HOUSE mmi gA 5 pco23 522343 HARBOR HOUSE 10101 oH PB oci2i 344367 HARBOR HOUSE Snr TE Abl Sot PY 0G133 245026 WANDA amp ANDREW LOUNDER EASTSIDE RD 060101 8 34 AM gA PB acs ss4q3g ALLEN BLUEBERRY Trenton O10 01 ga 9 b030 522336 MANEL DELIGHTS BASS HARBOR
27. here are 432 potties in inventory When you press the Process button PottieScan begins checking the inventory for pick up dates and totaling the number of potties per prefix that will be picked up on each date When it finished the number in the left box will be the same as the number in the right box and Completed will be displayed above the numbers Press the Exit button to terminate the program n o J of 2 Process Mainmenu eee If you re not already looking at the InventoryForecast worksheet click the tab with that title on the hs Microzoft Excel downloadLoadedBak xis FE Ble Edt yen insert Format Tools Data Window HAP Smplcty Help eae ziez m a ETA a a E E aval 10 B 7z UR saml sx aa ee o 4 B740 3 E a ae D F T ee A Date Aqua Dark Green Pewter Handicap Wash Station Wedding Totals 173 138 a G 10 16 351 Inventory In Yard or no return date 33 59 b 4 10 16 oso 140 79 2 z2 ll 0 223 osv02 01 34 54 G 4 10 16 osis 34 59 6 4 10 16 s0401 34 60 6 4 10 16 08 0501 34 61 Ei 4 10 16 ososi ad 61 Ei 4 10 16 osor 01 34 61 5 4 10 16 05 05 01 34 62 5 4 10 16 OS 0801 34 62 6 4 10 16 TELEN 34 62 6 4 10 16 09 1101 36 65 6 4 10 16 Oo 2 01 ar 65 5 4 10 16 09 1301 37 65 6 4 10 16 OS 4 01 37 55 5 4 10 16 Os 5 01 37 fa E 4 10 16 09 1601 af 73 6 4 10 16 09 1701 af 73 6 4 10 16 04 1801 35 fd 6 4 10 16 04 19 01 35 3 5 4 10 16 sa 36 Pa 6 4 10 16 02101 38 73 6 4 10 16
28. igned to it We did deliver it but then we picked it up The delivery is noted in the DeliveriesFromPalm worksheet as we ve already seen The pick up is noted in the Maintenance worksheet gt Microsoft Excel download xls File Edit View Insert Format Tools Data Window HHP Simplicty Help Dea say saad Qe rANU MGB om O MS Sans Seri z6 7 bii op a Af L Kd fa F BIU FSs BH 8 4 EQ z Wiliams Phamacy A B SSS aan F G H I J K a bo Return 1 Barcode Serial Number Customer Job Site i Comments Dae Time Date 3 aqoo1 61602 aai 61585 S aqoos 55131 6 aii B10 7 agnos 6159 Mothers Weddings Smith Residence For wedding use customer delivers 08 30 01 340 AM E aii F701 76 Viner Car Dealersh Lehigh Street On new Constracion Ste Cea 01 2 43 AM agir 61595 pva iiare Phamacy around Back Get key at office 063001 S50 4M oia 10 sqoce 144604 i agoa eeoemom 12 a000 711510 13 Ac Tile tiie 14 Act Ce ed a ad 15 aqoi3 69266 16 sao 69113 IF AGS E3816 178 aaa 216046 13 AGH od Sed Dad Bee TEE W aang sem 21 aoma 144806 22 aqo20 PEN 23 AQo21 61661 24 aqo22 6653 25 aciz 713117 26 Aqo24 713106 27 aqo2s 374655 J28 aqo26 713108 J29 aqoz 713078 30 AGO28 Inventory WORKSHEET ILLUSTRATION The Projected Return Date column J is important to two features that will be discussed later the Pick Up
29. k the Change Icon button Navigate to the C DAT Palm Apps PottieScan directory and select PottieScan ico and hit the OK button Then hit the OK button To start the program Double Click the icon to run the program The following window will appear When the program opens its ready to transfer data FROM the PDA The data we just entered needs to be processed before transfer TO the PDA To process the data you just entered in Excel press the Transfer To Palm button on the bottom center of the Desktop Conduit screen You will see the green bar bottom of the screen above the buttons turn red and will be able to see messages on the red bar and in the white status window on the center of the screen as the Desktop Conduit program process the data When the Desktop Conduit program is finished processing a screen similar to the one below left will be displayed Note that the bar at the bottom of the screen above the buttons has turned from red to green and that the caption in the green bar states Transfer to Palm Ready This is the indication that everything went well with processing the Excel Data and that you are ready to HotSync the data to the PDA Note that the processing messages in the white status window read from the bottom to the top The first message is Checking Worksheets followed by a confirmation that the error checking is complete for each of the transfer worksheets Customers Inventory and Delivery Then th
30. lect it by clicking on the Inventory worksheet tab at the bottom left of the screen The barcode number goes in column A The serial number in column B is the manufacturer s serial number for the pottie The other columns are for customer information You can enter it now or you can wait until the Customer worksheet is set up If you choose to set it up now make sure that the Customer Job Site and Comments match entries you ll make later in the Customer worksheet You may want to wait and use the PDA to collect the data in effect delivering the unit to that customer after the fact using the Unscheduled Delivery option on the PDA or scheduling a delivery in Excel uploading the PDA and using the normal Delivery option That way you ll make sure that the Customer Job Site and comments match the entries in the Customer worksheet Once you have the barcode numbers and serial numbers set up in the Inventory worksheet you re ready to set up customers Don t forget that you have to put the barcode labels on the potties SETTING UP THE CUSTOMER LIST Now its time to set up your list of customers To enter customers schedule deliveries sort the worksheets and forecast inventory and pick ups you can use a program built in to the worksheet To start the program hold down the control key Ctrl while pressing the G key The program will start and the Main Menu will appear A Microsolt Excel download_xls x 5 ie Edt view Insert For
31. ll delete the deliveries in Excel if they ve been made but IF THE JOBSITE AND NOTES COMMENTS ARE CHANGED DURING THE DELIVERY THE ENTRY WILL STAY IN THE DeliveriesToPalm WORKSHEET This is because when the deliveries come in from the PDA PottieScan looks for the Customer JobSite Notes Comments and Projected Return Date in the DeliveriesToPalm worksheet In our example PottieScan was looking for Williams Pharmacy Around Back Get Key at Office and 12 31 01 in the DeliveriesToPalm Worksheet It didn t find it so it didn t delete an entry For the second delivery to Williams Pharmacy it looked for the same information only with a projected delivery date of 1 1 02 It found the entry and deleted it Since you could ve entered other deliveries since loading the PDA and some of those entries could have been deliveries to Williams Pharmacy PottieScan didn t want to delete an entry in DeliveriesToPalm that wasn t the right delivery The second delivery to Williams Pharmacy matched perfectly so it was deleted from the worksheet PottieScan assumes that you ll check the DeliveriesFromPalm against the DeliveriesToPalm worksheet for each PDA download to check for changed customer information on a delivery if you allow your employees to use the option to change Job Site and Notes Comments during a delivery You may decide to tell employees not to change information during a delivery so the DeliveriesToPalm list will be accu
32. mat Tools Qata Window HHP Smpicty Help tf e Pulse Be anal e B z u SSSR x ee ee o o A ee Ole mu r O B E F G H It 4 K Lt M Proj Barcode Serial Humber Customer Job Site Comments Date Time Date 2 AGO 61602 5 40002 61555 5 aan zE PottieScan Main Menu E Aaii 69107 7 aos 61537 8 Agog 770176 Se A2007 61535 Aana 144604 11 kn i inn end dd FIST ESAE 69113 E3816 216846 THE 61661 beat 713117 T1310E 374659 713708 291 AGOeT 713078 3 pee 713100 3 967454 H Firs ris DeliveriesFromPaln f DeliveriesToPsim Inventory Customers Maintenance ff PickUpPrompt InventoryForecast um Ready Scandian PotheScan Enter New Customer Press the Add a Customer button The following screen will appear Enter the customer information then press the Update button The customer information will be added to the Customers worksheet Once you press the Update button you can continue adding customers to the Customers worksheet Make sure you press the Update button when you re finished each entry Enter a few customers just so we can move to the next step Specifically enter these 3 customers for the example Code 111 222 333 Company Williams Pharmacy Zeus Construction Mothers Weddings Job Site Around Back Site 1 Smith Residence Comments Get Key at Office Behind Supervisor s Trailer For wedding
33. mers Look Up Cus borner Edit Deliveries Edit Inventory Edit Maint Record customer list and deliveries Press the ADMIN button The following screen 1s displayed Before we continue remember the following point The table editing features about to be described are for experienced PottieScan users You must take care when making changes to the tables on the PDA Changing information on customers or inventory may cause synchronization with the information in the Excel workbook to fail as the Desktop Conduit program checks the PDA lists against the Excel lists during the download Editing features are provided so you can view information and make small changes to the tables OK lets look at the customer list Press the Edit Customers button The screen below left will be displayed You should see the first customer ordered alphabetically you ka Nome Mothers Weddings Job Site Sith Reridence Notes Forweddingite customer delivers Address S222 Homefveruve city NewYork State MY Zip T2535 Phone 722 376 be 3F Contact Mother Sraith entered in the Customers worksheet in Excel If you touch any lined item with your stylus you will be able to modify its content it s not a good idea to do this by using the keypad or Grafitti There are also navigation buttons at the bottom to move from one entry to the next Use the Left Arrow to move to the previous entry The Right Arrow moves to th
34. ng one of the scrolling buttons To operate the locator blip press and hold one ofthe scrolling buttons Once the target barcode is found release the scroll 6 E button to scan the code Note that the scanner will beep but not shut DateBook DateBook Expense AS Off when the bar code is read The scanner shuts off on a pre programmed Q timer If the PDA screen goes blank during the data collection process pressing the power key will return you to the PottieScan program Pressing any other key along the bottom of the PDA will terminate PottieScan and start that program gt A PottieScan Program Icon Scrolling Buttons Press to Scan PDA Operating Instructions ScanMan PottieScan The first screen displayed when starting the program is the Enter Operator screen shown below The user must enter his identification here so that the information he inputs can be correlated later There are a couple of things to remember as we move on When in the PottieScan program if you press any of the buttons on the bottom of the PDA associated with the on board programs calendar phone list to do list or memopad the PottieScan program will be terminated wherever you were in the data collection process If you ve selected a pottie or delivery and haven t finished the process the information will be lost and you will have to start over This also happens when you press the silkscreen House or Calculator on the bottom part o
35. ownlad xlz lel x Pe em e pre anplcty tep isi e n AR lt 4 Sellen sapri oA NSAP 2 ar 2 EE EE Proj Return 1 Barcode Serial Humber Customer Job Site Comments Date Time Date q Worksheet a Aco 61602 q ay aau 61595 Rows PSS 4003 55131 B aao 69107 AGOOS 61597 AQOO6 770176 _ AATF 61595 Aao08 144604 AGUDA HKIXENKAXEXE AQ010 F11510 13 AON i SSX EXE 4001 F ELTE ee AQ013 EI26E AAMA 69113 AQMS 69816 AONE 216846 may aan 1 AGH REXKEXERIEE aama 144806 2 Agoe0 XEXMEXEM EEK i aaa 61661 A 022 66653 AGQO23 713117 267 Aa 713106 2f aas 374659 26 Aatz6 713108 29 Aaa 713078 GO aqozs 713100 a G09 SET l Ta cae iD See Scroll Bars Worksheets ScanMan PottieScan Where To Start The following directions walk you through the use of the various parts of the PottieScan program Follow the directions and examples below and enter the same data we do in Excel and the PDA You may want to jump right in and start entering your own data but we recommend you follow the example We guarantee you ll learn quicker if you do it this way SETTING UP THE INVENTORY To get started with PottieScan you need a label for each of the potties in inventory or at customer sites Then you must enter the barcode number for each pottie into the inventory worksheet The inventory worksheet is shown in the illustration above If your workbook isn t open to the Inventory worksheet you can se
36. p and performing maintenance Click the Back buttons until the Main Menu is displayed on the screen MAKING SCHEDULED DELIVERIES From the Main Menu press the Delivery key The screen at the bottom left with the list of deliveries entered in the Excel worksheet is displayed rere i You select the delivery by pressing a Hame Pottie Delivery on the customer name job site Job Site Cus torier Job Site Willian Pharmacy Around Back combination you want to select It Notes Zeus Construction Site will turn black when you select it Wiliams Pharmacy Around Back Address City Pressing the Detail button at the TES bottom left of the screen displays the hone 3 full customer information for that delivery as show at the right Pressing Back from the detail screen takes you back to the screen where you selected the delivery Note that you can thumb through this or any similar list in PottieScan by using the scroll buttons on the PDA see PDA Orientation in this manual Pressing the Next Button will take you to the screen where you will scan the barcode of the pottie y delivered to this customer The screen appears as follows Pottie Delivery EO o y Scan Pottie Barcode Now scan the pottie barcode that will be delivered For this example we will scan pottie number AQO004 Marne f A couple of things to keep in mind on this screen Like all screens where you can use the barcode read
37. rate Microsoft Excel download xls IOl x Ble Edt view Insert Format Tools Bata Window HHP Simplicty Help lej xi j i mea Eee e S a E SB 10 arisi re B 7 u al eS anl EEA He hi B ae ae D E F G H i a 1 SerialNumber Transaction Customer Job Site Comments Proj Return Date Proj Delivery Date l Willams Phamacy Around Back Get key at office 12 91 01 S501 Zeus Construction Sie 1 Behind Supervisor s trailer 10 31 01 aM S004 4 4 5 E ro a a 10 11 PicklpPrompt InventoryForecast lal EM peany r mul fT 4 DeliveriesToPalm WORKSHEET ILLUSTRATION 19 PottieScan also made changes to the Inventory worksheet Lets look at it next Inventory WORKSHEET PottieScan also made entries in the Inventory worksheet Remember on the PDA when we tried to deliver a pottie that had already been assigned to a customer On the PDA inventory list the Customer Job Site and Notes Comments were filled in When the PDA is downloaded it updates the Inventory with customer information That way when you upload another PDA you can t deliver that pottie number nor can you perform any maintenance operation unless the pottie is assigned to a customer OK lets look at the data We can see pottie AQ005 and AQ006 were unscheduled deliveries no return date and that there was a scheduled delivery of AQ007 Note that pottie AQ004 has no customer ass
38. rn Date 12 31 01 10 31 01 1 1 02 For customers with different job sites or comments instead of typing the customer name click on the little down pointing triangle to the right of the input box This will display a list of all the customers in the Customers worksheet Using the scroll bar at the right of the window that appears when you click on the triangle move through the list and select the customer you desire Hit Enter or Tab to accept the entry Where did the information go Click on the Exit button and we ll find out When the program shuts down select the DeliveriesToPalm worksheet tab on the bottom left of the screen Although the entries might be different if you didn t follow the example the worksheet looks like this Note that if you have multiple deliveries for the same customer you can change the Qty box to the number to be delivered For example if you put in 3 for the quantity there will be three deliveries entered for that customer in the DeliveriesToPalm worksheet NEVER enter a customer that doesn t appear in the Customers worksheet It will cause an error in the Desktop Conduit program and you will have to return to the worksheet and fix it before loading the PDA 15 hal AL aie B C D E F G H e Requested Date Of 1 Bar Codey SerialNumber Transaction Customer Job Site Comments Pro Return Date Delivery Pottie Type 2 J Wiliams Pharmacy Around Back Get Key at Office 1257101 SA S00
39. s by the clock reset the PDA by removing it from the cradle and push the reset button using a paper clip in the reset hole in the back of the PDA After resetting the PDA place the unit in the cradle and press the HotSync button again Now that the data from Excel is in the PDA we can use the PDA to make deliveries pick ups and perform maintenance PDA Orientation PottieScan will work with any PalmOS Personal Digital Assistant With built in contact calendar and to do programs and plenty of memory for data storage it is an economical and versatile device Coupled with the barcode scanner the PDA becomes a lightweight automated data collector If you have a Handspring Visor take out the plastic cover from the SpringBoard slot on the back of the Visor and insert the Momentum or CSM scanning module The scanner will initialize and the PDA will show the generic scanning screen Press the house on the bottom left of the screen to return to the icon menu on the PDA The Icon Menu looks like the illustration below Note the PottieScan Icon To start PottieScan just tap the icon Before we get started we need to discuss how to navigate through the program and how to scan For any screen with options simply click on the checkbox or button and you will be taken to the appropriate screen Ww SA Once on the desired screen data can be input manually or with the PDA scanner On the HandSpring Visor scan a bar code by pressing and releasi
40. ssage on the screen to Customer by pressing the OK button Then deliver pottie number AQ005 You Ok will be returned to the Main Menu 13 UNSCHEDULED DELIVERIES WITH NEW CUSTOMERS With PottieScan you can also deliver a pottie to a new customer A new customer is defined as a customer that isn t in the Customers worksheet of the Excel workbook From the Main Menu select UNSCHED DELIVERY Then from the Unscheduled Delivery menu press the Add Button PottieScan displays a blank customer screen allowing you to fill in the customer information For this example we enter the following information for a customer called Vinart Car Dealership as shown in the illustration below If you want to exit without entering a new customer press the ABORT Co Name Vinort Cor Deatersh 2 button Otherwise when you are done entering the information about Job Site Lehigh Street Notes Onnew Construction the new customer press the ADD button ia RE Re Address 4553LehighSt I You are then prompted to enter the pottie barcode For our example we city Men York i will assign the pottie numbered AQ006 to the new customer Entering SS a n a G n A N ESN G D aa n n n nna n mnane Stote NY Zip ts a valid barcode returns you to the main menu Check to see that the new Phone 21222 7575 fm customer is in the customer list n Contact George Harod E From the Main Menu pressthie Pottie Scan Mom 8 UNSCHED DELIVER
41. sting entries from the DeliveriesFromPalm and Maintenance worksheet As you can see PottieScan replaces all the paperwork you had to do before in a simple easy to use system One last sheet to look at Let s see what happened in the Customers sheet Customers WORKSHEET Finally lets look at the Customers worksheet by clicking on the tab labeled with the same name at the bottom left of the screen Not very much going on here but remember when we did the unscheduled delivery to anew customer PottieScan entered the new customer in the Customers worksheet w Microsoft Excel download sls Ele eat Edit ew Insert Format Tools Data Window HHP Simplicity Help i la x Dsm culear LAS TE KH Fi OB 0 B Arial C B Z u SEERA REEE H ZEE OO B 1 12343 R CA A B D OCE F E Code Company Job Site Comments Contact Street cit 3 iii Wiliams Phamacy Around Back Get key al office Tom Reynolds 123 Main Street New York 4 j222 Zeus Consiruction Site 1 Behind Supervisor s trailer Al Bansing 222 Walnut St New Yord 60333 hioihers Weddings Smih Residence For wedding use customer delivers Mother Smith 3222 Home Avenue New York 6 Vinert Car Dealership Lehigh Street On ne Construction Site George Harpel 4553 Lehigh St New York 20 BRRINS BIN 5 tal Bins l Hlal eHh DeliveriesFromPalm 4 DeliveriesToPalm
42. the X at the top right of the screen or select File Close from the Task Bar Its important to close Excel because the Desktop Conduit Program will use the sheet to process the data to be sent to the PDA If Excel is open the sheet won t be able to be used by the Desktop Conduit program and you ll get an error message The Desktop Conduit program is named conduit exe and is located in the c Program Files DAT Palm Apps PottieScan directory You can run the program by selecting Start from the Task Bar Programs DAT Palm Apps and select Conduit Since you will be using the program a lot to transfer data to the PDA set up an icon on the desktop Right Click anywhere there isn t an icon on the desktop Select New Shortcut and navigate to the w Folie Scan Pam iD Traneher Date a Transaction f Table ailing For Hayme a 1 Trenster To c M00 DATAssocemies wi 51 Palm ID Trader Date Transaction J Table Feed for HoiSyne TO Palmi Preparing Palm Transtar Files 3 Delivery Reme to Transter q32 enor Rema to Trans ter 3 Customers to Transiter Deivery Worksheet OH invenbory Worksheet OEI wstomer Vforksheet OH Checking vorksheets Transfer From Pain f 2000 DATASsociaies v1 51 ety OUr dat Coun c Program Files DAT Palm Apps PottieScan directory Select conduit exe Then click the Finish button To change the icon Right Click on the icon and select Properties Then clic
43. the screen at the left The operator can then change the entries in Job Site and Comments by entering more pertinent data This option is also helpful for viewing the Job Site and Comments for potties that can t be found on the customer s site for maintenance In this case the operator would enter the pottie number using the keyboard or Grafitti and pressing the Done button TRANSACTION SUMMARY PDA EXAMPLE We ve finished the PDA data collection example Now we re ready to download the data from the PDA to the Excel worksheet Lets recap the transactions we ve entered on the PDA 1 Delivered AQ004 to Williams Pharmacy changed the Job Site to Right in Front and Notes Comments to No Key Needed 2 Made an unscheduled delivery of pottie AQ005 to Mothers Weddings 3 Made an unscheduled delivery of pottie AQ006 to a new customer called Vinart Car Dealership 4 Cleaned pottie AQ005 5 Performed Requested Extra Cleaning to pottie AQ006 6 Logged No Service for pottie AQ005 because of No Access 7 Noted pottie AQ004 needed repair for a broken door hinge 8 Picked up pottie AQ004 9 Delivered AQ007 to Williams Pharmacy no changes to Job Site or Notes Comments We re now ready to download the PDA data into the Excel Worksheet 16 ScanMan PottieScan Desktop Conduit Download PDA Before proceeding to transfer information from the PDA always make sure you ve exited Excel To do this hit the X at the top
44. use customer delivers Contact Tom Reynolds Al Bensing Mother Smith Street 123 Main Street 222 Walnut St 3222 Home Avenue City New York New Yord New York State NY NY NY Zip 12343 12122 12333 Phone 222 333 4545 333 454 9988 222 876 4637 MULTIPLE CUSTOMER ENTRIES You may have a customer with many job sites or locations You will have to make an entry for each unique location that will get a delivery Change the Job Site or Comments for the customer to indicate that this is different than other locations with the same company or customer name Pressing the Exit button will terminate the program Pressing the Main Menu button will take you back to the Main Menu described above When you re finished entering the customer information above press Exit When the program terminates click on the Customers tab at the bottom left of the screen and you will see the following screen with the customer information you just entered Microsoft Excel download sls S Ble Edt wew Insert Format Took Data Window HHP Simpicity Help Be gt el ORE 78 B UE SSB S BBR C o A MeO mae ae L5 i 3 132 A F C D E F G A Wiliams Phemacy Around Back Get hey at office Tom Reynolds 123 Main Sireet Mew York Zeus Construction Site 1 Behind Supervisor s Al Bensing 222 Walnut Si Hewer Yord Mothers Weddings Smith Residence For wedding use cu Mother Smih 3222 Home Avenue Mew York oo BERS Bea e b bt
45. vice Notes and enter the barcode AQ004 Now press the Continue button You will be returned to the Main Menu 15 PERFORMING MAINTENANCE PICK UP To pick up a pottie press the PERFORM MAINT button on the Main Menu Then press the PICK UP button on the Maintenance Menu You will be prompted to scan enter a pottie barcode to be picked up When the barcode is entered PottteScan will make sure the pottie is assigned to a customer and if it isn t will display a message to the operator For our example enter pottie number AQ004 as the pottie to be picked up MAKE A FINAL DELIVERY Now make one more delivery From the Main Menu select the button for normal delivery and pick the remaining delivery for Williams Pharmacy Scan enter pottie number AQO07 as the pottie delivered CHANGING JOBSITE ON DELIVERED UNITS AFTER UPLOAD We haven t discussed the LOOKUP POTTIE option from the Main Menu yet This option is used after the unit has been delivered to the ee customer and the delivery has been uploaded to the Excel worksheet a Hanae E When performing maintenance to a unit the operator can scan the pottie number and bring up the information associated with the pottie in the inventory Job Site Comments The Job Site and Comments entries can be edited here From our example assume that the data has been uploaded to the Excel worksheet then reloaded to the PDA The operator can scan pottie number AQ004 and will see
Download Pdf Manuals
Related Search