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How Do I Use A PDE For Stocktake?

Setting Up The PDE

Preparing The Stocktake

Counting Items With The PDE

Loading The PDE Into The Stocktake

Setting Up The PDE

The following instructions explain how to set up your PDE for use by the system. It only needs to be done once. Next time you use the PDE the system remembers these settings.

Pre-requisites:

Locations, Items, Suppliers.

1

Plug the cable from your PDE cradle to a Comm port on your computer. Take note of which number Comm port you have used.

2

Start the Stocktake task

3

Click the New button.
 

4

Select the type of stocktake required (Store or Direct) and click the OK button. The system adds a new stocktake and automatically assigns a stocktake number.

5

button_setup.gif (1507 bytes)Click the Import button.

6

button_setup.gif (1507 bytes)Click the Setup button.

7

Check on the PDE option

8

Set the Comm Port to match the Comm port that you plugged the cable into.

9

Set the Baud Rate to 9600.

10

Click the OK button.

Preparing The Stocktake

You do not need to do anything special to prepare your stocktake. You can do a Direct stocktake in which case the items which you count on the PDE are automatically added to the stocktake, or you can do a Store or Bar stocktake in which the counts are simply updated against the existing items.

Counting Items With The PDE

The following instructions explain how to perform an actual stocktake with the PDE.

1

To turn on the unit, press the PW button.

2

The screen should show a MAIN MENU with the Stock Take option highlighted. Press the ENT button.

3

A menu will be displayed on the screen. Use the F8 and F7 buttons to move through the options. Highlight the ADD option and press the ENT button.

4

You will be asked for a date. This is not necessary so press the ENT button three times to move through the day, month and year.

5

You will be asked for a location. This is not necessary so press the ENT button once.

6

You are now in the main part of the stocktake entry screen. You are asked for an Item. This is equivalent to the barcode/PLU number in the system, not the IPN. You can either enter the item's number by using the numeric buttons and then pressing ENT, or you can press the M1 button to activate the barcode reader and scan the item's barcode number.

7

You are asked for a quantity. Enter the quantity using the numeric buttons and then press the ENT button. If you have accidentally entered the wrong item number, enter a quantity of zero and continue. You can add the same item to the system multiple times, each with a different count. The system adds the counts together when the PDE data is loaded.

8

You are asked for an Item again. Repeat steps 7-8 for all the items you need to count.

Notes

1. You can turn the PDE off by pressing the PW button on the PDE. Any existing counts are saved until you next turn the PDE on.

2. If the PDE warns that the battery is low, press the PW button to turn the PDE off. Replace the batteries with two AAA alkaline batteries. The PDE has an internal memory that gives you approximately five minutes to change the batteries. Once the batteries have been replaced, press the PW button to turn the PDE back on.

Loading The PDE Into The Stocktake

This section explains how to load the data from a PDE into the stocktake.

1

Press F1 button on the PDE repeatedly until you see the menu ADD EDIT CLEAR TRANSMIT.

2

Use the F8 button to move through the menu options until the TRANSMIT option is highlighted. Press the ENT button.

3

You are asked if you want to proceed with the transmission. Use F8 to highlight Yes and press the ENT button.

4

Place the PDE in its cradle.

5

Find your stocktake in the Stocktake task.

6

button_setup.gif (1507 bytes) Click the Import button.

7

Click the Import button.

8

The system prompts if you want to add the PDE counts on to the existing counts. If this is the first time you are loading data for this stocktake, you can enter Yes or No and still get the same result. If you have loaded some data and then you have continued counting (as part of your first count), you would answer Yes so that the system correctly totals the two counts together. If you have loaded all your counts but you found variances, you will need to recount the problem items. You have two options. You can recount the total stock, in which case you would answer No to this question so that you replace your old counts with your new ones. Alternatively, you can enter the variances. For example, lets say you originally counted 10 units, when you recounted you found 9, you could enter -1. If you count your variances this way, you would answer Yes to this question so that the system would add -1 to your original count of 10 to come up with the new count of 9.

9

The system tells you it is ready to get the data from the PDE. If the PDE is in place, click the Yes button.

10

The system extracts the information from the PDE. When it is complete, you see the stock counts in the grid.

11

Press the Update Now button to load the counts to the main stocktake transaction. Any problems that were encountered by the system are reported on the Stock Entry Error Report.

12

The PDE prompts if you want to clear the stocktake data. Use F8 to highlight the Yes option and press the ENT button.

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