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Page History: Mobile Suite - Count Sheets Help Documentation

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Page Revision: 12/22/2011 10:47 AM

Table of Contents [Hide/Show] Mobile Suite Count Sheet    Create a Mobile Count Sheet       Add Items    Change Bins    Sort    Delete All    Count All    Process the Count Sheet       Closed Count Sheet       Open Count Sheet       Work Order    OrderLinx Order

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¶

 

 

Sort¶

 

 

Delete All¶

 

 

Count All¶

 

 

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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