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Page Revision: 12/22/2011 12:11 PM
Mobile Suite Count Sheet
Mobile count sheets are customer count sheets available in ComCept Suite. In order to build a mobile count sheet, the mobile device needs to have data already downloaded on it.
Create a Mobile Count Sheet
1 Select the
Count Sheets button on the Mobile Suite splash screen.
2 Select the
Add button.
3 Type and select the customer from the
Bill To smart dropdown. The
Ship To and
Count Sheet Name fields will be autopopulated.
4 OPTIONAL Select a different ship to from the
Ship To dropdown. All of the ship tos related to the bill to will be available in the dropdown.
5 OPTIONAL Change the count sheet name in the
Count Sheet Name field.
6 Select the desired option from the
Create Count Sheet by dropdown. There iso nly two valid options, Customer Inventory and Blank. Customer Inventory will take all of the active and non active items from the customer inventory and populate the count sheet with those items in their respective bins. Blank will add no items to the count sheet. Customer Inventory is the recommended option.
7 Select the
> button or select
Next from the Action menu.
Note: The stock levels from the
Customer Inventory Screen will auto populate the
SL (stock level) column.
The Count Sheet Item Screen will be displayed. This screen will allow the user to add items, count the inventory, calculate the order quantity, reset stock levels, delete items.
Add Items
The user can add new items to the shops inventory. When this count sheet is uploaded, the new items will be added to the bins they were assigned to.
1 Select the bin that the item needs to be added to from the
Bin dropdown.
Type the part number or description into the
Item smart dropdown. If description is typed, the user will jave to select
desc. from the dropdown in the
Item field.
Change Bins
When the Count Sheet Items screen is opened it defaults to show all bins. The user can select any specific bin from the
Bin dropdown to only see the items in that bin.
Begin Counting Inventory
1 Select the first item that needs to be counted. The Count Sheet Calculator will appear.
2 Select the number counted of the item. The user can also use the
+1.0 and
-1.0 buttons. these will increment the counted quantity up or down one increment. The increment defaults to 1 unit but can be adjusted in the
Settings screen.
3 The user has a choice now. The recommended path is to select the down arrow to display the next item in the bin. The other option is to select the
Green Checkmark button. This path will close the calculator and allow the user to pick specific items to count.
Adjusting Stock Level and Order Quantity¶
Stock level is also altered in the Count Sheet Calculator. At the bottom of the calculator there are three buttons labeled C:, S:, and O:. The C stands for counted quantity, S stands for stock level and O stands for Order Quantity. The user can select the
S button to indicate they want to change the stock level. The user will select the
O button to indicate they want to change the Order Quantity of the item. The calculator works exactly the same for counting, adjusting stock levels and adjusting Order Quantity.
Delete All
This option is available from the Action menu on the Count Sheet Items screen. This option will remove all of the items on the count sheet.
Count All
This option is also available from the Action menu on the Count Sheet Items screen. It will tell the Mobile Count Sheet that all of the items are counted. When the user goes to process the count sheet and all of the items are not counted a message will appear.
Process the Count Sheet
Closed Count Sheet
Open Count Sheet
Work Order
Discuss the options when sending in this format
OrderLinx Order
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