Skorpio Handheld RF Unit Reference Manual Version: 6.0

Transcription

1 Skorpio Handheld RF Unit Reference Manual Version: 6.0 Please contact POSitec Customer Support regarding Customer Support, Training and all POS related issues. POSitec Customer Support: Lower Mainland Toll Free

2 TABLE OF CONTENTS ICON DEFINITIONS... 4 COMMON SHORTCUTS WITHIN FINESTRA... 4 Select a Range of Items... 4 Select Specific Items... 4 Unselect All items... 4 Unselect Specific Items... 4 CHAPTER 1 ABOUT THE SKORPIO... 5 Overview... 5 Power the Skorpio On/Off... 5 Accessing Skorpio Programs... 6 Scanner Unit Number... 6 CHAPTER 2 PRODUCT... 7 Overview... 7 Group Maintenance... 7 Group Maintenance Field Definitions... 8 View Group Members... 8 Add Items to a Group... 8 Delete Items from a Group... 9 Put a Group On Sale Rules Rules Field Definitions Item Maintenance Item Maintenance Field Definitions Edit an Item Description Change a Fineline Edit a Shelf Minimum Edit an Order Control Edit a Retail Price View Sales Statistics Put an Item On Sale Add a Seasonal Attribute Queue a Label Scanner ID Refresh Data CHAPTER 3 RECEIVING Overview Receiving Field Definitions Create a Receiving Batch Import a Manual Receiving Batch Receiving Using the Skorpio & Electronic Invoices Revised: May 2017 Version: 6.0 Page 2

3 CHAPTER 4 PURCHASING Overview PO Field Definitions Create a PO Batch Import a PO Batch CHAPTER 5 INVENTORY Overview Inventory Field Definitions Create an Inventory Batch Import an Inventory Batch TABLE OF FIGURES Revised: May 2017 Version: 6.0 Page 3

4 ICON DEFINITIONS Information Warning Critical Reference Shortcut COMMON SHORTCUTS WITHIN FINESTRA SELECT A RANGE OF ITEMS Select the first item to be included in the range, hold down the [Shift] key and then select the last item you wish to include in the range. SELECT SPECIFIC ITEMS Select the first item, hold down the [Ctrl] key and then select each of the required items. UNSELECT ALL ITEMS When all or a range of items have been selected, click on any item within the list to clear the existing selection and select only the item that was clicked on. UNSELECT SPECIFIC ITEMS When all or a range of items have been selected, to remove a specific item from the selection list [Right-Click] the item you wish to remove. Revised: May 2017 Version: 6.0 Page 4

5 CHAPTER 1 ABOUT THE SKORPIO OVERVIEW The Skorpio Handheld RF Unit is a radio frequency unit that you may choose to purchase for your store. It allows you to perform a variety of Item Maintenance and Group Maintenance functions while out on the floor and is an excellent tool for speeding up Receiving, Purchasing, Event functions and Queuing Labels. It is almost essential to any store that is concerned about maintaining proper on hand quantities by performing regular cycle counts, and may allow you to eliminate the need to hire an Inventory Company to process your annual inventory count. Figure 1 - Skorpio Handheld RF Unit POWER THE SKORPIO ON/OFF To power the Skorpio On/Off, press the button with the white power symbol located near the top left. Once the unit is powered on you may access all the Skorpio programs without having to log in. If you are using the older Psion module, press the button with the red power symbol located near the bottom left to power the unit on/off. Revised: May 2017 Version: 6.0 Page 5

6 ACCESSING SKORPIO PROGRAMS Once the Skorpio has been powered on, you may access the Skorpio Programs in one of two ways: Figure 2 - PSI Scanner Icon Option 1 using the Stylus, double-tap the [PSI Scanner] icon located on the Skorpio Desktop Option 2 using the Stylus, tap [Start], [Programs], then [PSI Scanner] If you wish to have the PSI Scanner icon saved onto the Skorpio Desktop, please contact POSitec Customer Support for assistance. SCANNER UNIT NUMBER Once the PSI Scanner software is open, the Skorpio s Scanner Unit Number will display at the top of the screen. The Scanner Unit Number identifies which Skorpio Handheld RF Unit you are using and which Scanner Number you should select when you use the Skorpio for Ordering and Receiving. Figure 3 - Scanner Unit Number Revised: May 2017 Version: 6.0 Page 6

7 CHAPTER 2 PRODUCT OVERVIEW The Product option gives you the ability to view the Rules that are assigned to an item and allows you to maintain existing Groups. One of the most important features however is the ability to perform a variety of Item Maintenance functions. Figure 4 - Product Options List GROUP MAINTENANCE Group Maintenance allows you to Add/Remove Items for existing Groups and gives you the ability to put a Group on sale. 1. Start [PSI Scanner] 2. Tap [Product], [Group Maint] Figure 5 - Group Maintenance Revised: May 2017 Version: 6.0 Page 7

8 Group Maintenance Field Definitions Previous Next Filter Group Description Put On Sale Add/Rmv Items Items Use to navigate to the Previous page of groups. Use to navigate to the Next page of groups. Use to search for a group by a Description or a Group ID. Displays the Group ID. Select [Group] to sort the list by Group ID. Displays the Group Description. Select [Description] to sort the list by Group Description. Use to put the selected Group On Sale. Use to Add or Remove Items from the chosen group. Displays a list of the Items within the chosen group. View Group Members 1. Start [PSI Scanner], then tap [Product], [Group Maint] 2. Navigate to the Group you wish to view, then Tap [Items] 3. Tap [Cancel] to return to Group Maintenance Figure 6 - Group Members Add Items to a Group 1. Start [PSI Scanner], then tap [Product], [Group Maint] 2. Navigate to the Group you wish to add items to, then Tap [Add/Rmv Items] 3. [Scan] the item you wish to add to the Group Revised: May 2017 Version: 6.0 Page 8

9 Figure 7 - Add Group Items If the item already belongs to the Group, a This item is already in this group message will display. 4. Tap [Cancel] to return to Group Maintenance Delete Items from a Group 1. Start [PSI Scanner], then tap [Product], [Group Maint] 2. Navigate to the Group you wish to remove items from, then Tap [Add/Rmv Items] 3. [Scan] the item you wish to remove from the Group Because the item already belongs to this Group, the This item is already in this group message will display. 4. When the item is displayed, tap [Delete] Figure 8 - Remove Group Items 5. Tap [Cancel] to return to Group Maintenance Revised: May 2017 Version: 6.0 Page 9

10 Put a Group On Sale 1. Start [PSI Scanner], then tap [Product], [Group Maint] 2. Navigate to the Group you wish to put on sale, then Tap [Put On Sale] Figure 9 - Put a Group On Sale 3. Tap the Event drop down list, then select the [Event] you wish to use 4. Enter a [Sale Price] or a [Percent Off ] value 5. Tap [Update] to save the changes RULES The Rules feature will display Rule and Event information for the scanned item. 1. Start [PSI Scanner] 2. Tap [Product], [Rules] 3. [Scan] the item you wish to view Figure 10 - View Item Rules Revised: May 2017 Version: 6.0 Page 10

11 Rules Field Definitions Input UPC UPC Rule Event Used to scan or key in the Product UPC. Displays the Product UPC. Displays the Rule Description. Displays the Event Name. ITEM MAINTENANCE Item Maintenance allows you to view and modify select product information. It can also be used to add an item to an existing Event and Queue Labels. 1. Start [PSI Scanner] 2. Tap [Product], [Item Maint] 3. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item Equivalent UPC s will be marked with an E to the left of the UPC. Master UPC s with an M. Item Maintenance Field Definitions Figure 11 - Item Maintenance Screen Input UPC UPC Desc Fineline BOH SugOrd OnOrd ShMin Used to scan or key in the Product UPC. Displays the Product UPC. Displays the Product Description. Identifies the items assigned Fineline. Displays the Balance On Hand total for all equivalent UPC s. Displays the quantity that would appear on a PO if you were to run a Finestra Suggested Order. Displays the Item On Order total for all Purchase Orders. Identifies the current Shelf Minimum. Revised: May 2017 Version: 6.0 Page 11

12 OrdCtl Retail Cost Sales GM % Sale Season LblQty Clr Update Identifies the products Ordering Status. Automatic use if you would like this item to automatically generate on a Finestra Suggested Order. Manual use when you carry the item regularly but do not want it to automatically generate on an order. Phase Out use when you at store level have decided to no longer carry this item. Discontinued use when the item has been discontinued by the manufacturer. Displays the Retail Price of the product. Displays the current Supplier Cost. Displays the Sales History Statistics for the last 24 months. Displays the Gross Margin Percent which is calculated based on the Primary Supplier Cost and Retail Price. Displays the current selling price. If applicable, the Rule Price will display. If no rule is in effect, then the Retail Price will display. Identifies the items assigned Seasonal Attribute. Displays the Number of Labels Queued in the print shelf label routine. Used to Clear the Description and Shelf Minimum fields when selected. Used to Update Description, Shelf Minimum, Order Control, Fineline and Seasonal Attribute changes. Edit an Item Description 1. Start [PSI Scanner], then tap [Product], [Item Maint] 2. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item 3. Highlight the section of the Description you wish to modify, then enter a new [Description] 4. Tap [Update] to save the changes Change a Fineline 1. Start [PSI Scanner], then tap [Product], [Item Maint] 2. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item 3. Tap the [ ] box to the right of the Fineline Revised: May 2017 Version: 6.0 Page 12

13 Figure 12 - Fineline Selection List 4. Choose the Fineline you wish to assign to this item, then tap [Select] 5. Tap [Update] to save the changes Edit a Shelf Minimum 1. Start [PSI Scanner], then tap [Product], [Item Maint] 2. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item 3. Highlight the current Shelf Minimum, then enter a new [Shelf Minimum] 4. Tap [Update] to save the changes Edit an Order Control 1. Start [PSI Scanner], then tap [Product], [Item Maint] 2. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item 3. Tap on the Order Control drop down list, then select a new [Order Control] Revised: May 2017 Version: 6.0 Page 13

14 4. Tap [Update] to save the changes Figure 13 - Order Control List Edit a Retail Price 1. Start [PSI Scanner], then tap [Product], [Item Maint] 2. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item 3. Tap the [$] option to the right of the Retail Price Figure 14 - Retail Price Screen 4. In the New Retail field, enter a new [Retail Price] 5. Tap [Update] to save the changes A new Shelf Label will be sent to the label queue automatically and will be ready to print when desired. Revised: May 2017 Version: 6.0 Page 14

15 View Sales Statistics 1. Start [PSI Scanner], then tap [Product], [Item Maint] 2. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item 3. Tap the [Sales] option Figure 15 - Sales Stats 4. Tap [Cancel] to return to Item Maintenance Put an Item On Sale 1. Start [PSI Scanner], then tap [Product], [Item Maint] 2. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item 3. Tap the [OnSale] option to the right of the Sale Price Figure 16 - Put an Item On Sale 4. Enter a [Sale Price] or a [Percent Off ] value Revised: May 2017 Version: 6.0 Page 15

16 5. Tap the Event drop down list, then select the [Event] you wish to use 6. Tap [Update] to save the changes If you place a Rule into the Default Event or the Default RF Event, remember that you must move this Rule manually to the correct Event using the Event Editor s [F3] Copy feature. Add a Seasonal Attribute 1. Start [PSI Scanner], then tap [Product], [Item Maint] 2. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item 3. Tap on the Season drop down list, then select a new [Season] 4. Tap [Update] to save the changes Figure 17 - Seasonal Attribute List Queue a Label 1. Start [PSI Scanner], then tap [Product], [Item Maint] 2. Ensure the cursor is flashing in the Input UPC window, then [Scan] the item 3. Tap the [Queue] option to the right of Label Quantity Revised: May 2017 Version: 6.0 Page 16

17 Figure 18 - Queue a Label 4. In the New Qty field, enter the [Number of Labels] you wish to queue 5. Tap the Label Type drop down list, then select the [Label Type] you wish to use 6. Tap [Update] to queue the requested label SCANNER ID Scanner ID is used to assign your Skorpio Handheld RF Unit with a Scanner Number. Please contact POSitec Customer Support if you would like the Scanner Number on your Skorpio re-configured. REFRESH DATA Refresh Data is used to refresh the Skorpio with any Fineline, Event or Season data changes made within Finestra while the Skorpio PSI Scanner program is open. Alternately, you can exit the PSI Scanner program and restart it to refresh the data as well. Revised: May 2017 Version: 6.0 Page 17

18 CHAPTER 3 RECEIVING OVERVIEW You may choose to utilize the Skorpio for Receiving purposes. Scanning your items into a Receiving Batch will speed up the manual receiving process for documents with or without a PO. You may also use the Skorpio to scan a Receiving Batch for McKesson and/or K&F electronic invoices. RECEIVING FIELD DEFINITIONS Figure 19 - Receiving Screen Input UPC UPC Desc Fineline BOH SugOrd OnOrd Retail Cost Unit Total Neg Used to scan or key in the Product UPC. Displays the Product UPC. Displays the Product Description. Identifies the items assigned Fineline. Use the [ ] option to the right of this field to change the assigned Fineline. Displays the Balance On Hand total for all equivalent UPC s. Displays the quantity that would appear on a PO if you were to run a Finestra Suggested Order. Displays the Item On Order total for all Purchase Orders. Displays the Retail Price of the product. Displays the Lost Cost the item was received at. Shows the Unit Quantity scanned for the product in the current receiving batch. Shows the Total Quantity scanned for the product in all receiving batches. Allows you to enter a Negative Quantity to remove an incorrect quantity or item from your Receiving Batch. Revised: May 2017 Version: 6.0 Page 18

19 CREATE A RECEIVING BATCH 1. Start [PSI Scanner], then tap [Receiving] 2. Ensure the cursor is flashing in the Input UPC window, then enter the [Received Quantity] and [Scan] the item If you do not enter a Received Quantity before scanning the item, the Skorpio will assume a scan quantity of Repeat Step 2 for all wanted items To remove an incorrect item or quantity scanned from your Receiving Batch prior to importing, select [Neg], enter the [Quantity] you wish to remove and [Scan] the item. Figure 20 - Receiving Negative Quantity Scan IMPORT A MANUAL RECEIVING BATCH 1. In Finestra, select [F8] Receiving, [F1] New Receiving, 2. Select [F12] Create New to create a manual Receiving Document or you may choose to receive from a Purchase Order by first selecting the PO you wish to use and then choosing [F10] Create PO 3. Enter the [Invoice Number], then [F12] Accept 4. Select the appropriate Supplier, then [F12] Accept 5. Select [F10] Scanner Import By default the system will display items in all Receiving Scanner Numbers. Look at the top of your Skorpio screen to verify your Scanner Unit Number. Revised: May 2017 Version: 6.0 Page 19

20 Figure 21 - Receiving Scanner Import Bucket 6. Select the [Scanner Number] that coincides with your Scanner Unit Number. 7. Select the items you wish to import into this Receiving Document or use [F1] Select All To sort this list alphabetically, select [Description]. If you wish to filter this list by a Description or UPC, [Right-Click] on any product UPC, select your preferred search method, then enter in a partial Description or UPC. To turn the filter off, re-select the [Scanner Number]. 8. Select [F9] Update Receiving to move your selected items into the current Receiving Document, then complete your Receiving as usual Please refer to the Finestra Reference Manual, Chapter 9 Receiving for additional Receiving details. RECEIVING USING THE SKORPIO & ELECTRONIC INVOICES Utilizing the Skorpio for Electronic Receiving will greatly increase the speed and accuracy of your Receiving process. To take advantage of this feature, please contact POSitec Customer Support for configuration. 1. Create a Skorpio Receiving Batch If you are receiving more than one invoice, you MUST scan all items into one Receiving Batch. The Auto Receive program will then organize them into the appropriate Receiving Documents. 2. Continue the Auto Receive process as usual Revised: May 2017 Version: 6.0 Page 20

21 CHAPTER 4 PURCHASING OVERVIEW Utilizing the Skorpio to create a manual Purchase Order will ensure the process is done as quickly as possible. PO FIELD DEFINITIONS Figure 22 - Purchase Order Screen Input UPC UPC Desc Fineline BOH SugOrd OnOrd Retail Cost Unit Total Neg Used to scan or key in the Product UPC. Displays the Product UPC. Displays the Product Description. Identifies the items assigned Fineline. Use the [ ] option to the right of this field to change the assigned Fineline. Displays the Balance On Hand total for all equivalent UPC s. Displays the quantity that would appear on a PO if you were to run a Finestra Suggested Order. Displays the Item On Order total for all Purchase Orders. Displays the Retail Price of the product. Displays the Last Cost the item was received at. Shows the Unit Quantity scanned for the product in the current purchase order batch. Shows the Total Quantity scanned for the product in all purchase order batches. Allows you to enter a Negative Quantity to remove an incorrect quantity or item from your Purchase Order Batch. Revised: May 2017 Version: 6.0 Page 21

22 CREATE A PO BATCH 1. Start [PSI Scanner], then tap [PO] 2. Ensure the cursor is flashing in the Input UPC window, then enter the [Quantity] you wish to order and [Scan] the item If you do not enter a Purchasing Quantity before scanning the item, the Skorpio will assume a scan quantity of Repeat Step 2 for all wanted items To remove an incorrect item or quantity scanned from your PO Batch prior to importing, select [Neg], enter the [Quantity] you wish to remove and [Scan] the item. Figure 23 - Purchase Order Negative Quantity Scan IMPORT A PO BATCH 1. In Finestra, select [F7] Purchase Orders, [F1] New PO 2. Select the appropriate Supplier, then [F12] Accept 3. Select [F10] Scanner Import By default the system will display items in all Purchase Order Scanner Numbers. Look at the top of your Skorpio screen to verify your Scanner Unit Number. Revised: May 2017 Version: 6.0 Page 22

23 Figure 24 - Purchase Order Scanner Import Bucket 4. Select the [Scanner Number] that coincides with your Scanner Unit Number. 5. Select the items you wish to import into this PO or use [F1] Select All To sort this list alphabetically, select [Description]. If you wish to filter this list by a Description or UPC, [Right-Click] on any product UPC, select your preferred search method, then enter in a partial Description or UPC. To turn the filter off, re-select the [Scanner Number]. 6. Select [F9] Update PO to move your selected items into the current PO, then complete the PO as usual Please refer to the Finestra Reference Manual, Chapter 8 Ordering for additional Purchase Order details. Revised: May 2017 Version: 6.0 Page 23

24 CHAPTER 5 INVENTORY OVERVIEW Utilizing the Skorpio for Inventory Counting purposes is an excellent way to ensure the inventory value in your store is as correct and accurate as possible. If you choose to use the Skorpio, staff will be able to perform daily Cycle Counts or even Full Store Counts whenever needed. Inventory Variance reports are available. INVENTORY FIELD DEFINITIONS Figure 25 - Inventory Screen Input UPC UPC Desc Fineline BOH Retail Cost Unit Total Neg Used to scan or key in the Product UPC. Displays the Product UPC. Displays the Product Description. Identifies the items assigned Fineline. Use the [ ] option to the right of this field to change the assigned Fineline. Displays the Balance On Hand total for all equivalent UPC s. Displays the Retail Price of the product. Displays the Last Cost the item was received at. Shows the Unit Quantity scanned for the product in the current inventory batch. Shows a Total Quantity scanned for the product in all Inventory Batches. Note: by default, all Scanner Unit Numbers will combine their Inventory Batches to produce one Grouped Total during the import count. Allows you to enter a Negative Quantity to remove an incorrect quantity or item from your Inventory Batch. Revised: May 2017 Version: 6.0 Page 24

25 CREATE AN INVENTORY BATCH 1. Start [PSI Scanner], then tap [Inventory] 2. Ensure the cursor is flashing in the Input UPC window, then enter the [Counted Quantity] and [Scan] the item If you do not enter a Counted Quantity before scanning the item, the Skorpio will assume a scan quantity of 1. Remember!!! Inventory Batches cannot import separately. By default, the system will combine all Inventory Batches from every Scanner Unit to produce one Grouped Total for import. 3. Repeat Step 2 for all wanted items To remove an incorrect item or quantity scanned from your Inventory Batch prior to importing, select [Neg], enter the [Quantity] you wish to remove and [Scan] the item. Figure 26 - Inventory Negative Quantity Scan IMPORT AN INVENTORY BATCH 1. In Finestra, select [F9] Utilities, [F8] Inventory The Inventory Module may open in behind Finestra. If this happens, minimize Finestra and you ll be able to use the Inventory Module. 2. Select [New Inventory] 3. In the drop-down list provided, choose the [Inventory Count Type] you wish to use, then [Accept] Revised: May 2017 Version: 6.0 Page 25

26 Figure 27 - Inventory Count Type List A Cycle Count updates counted items only and leaves non-counted items alone, whereas all the other Inventory Count Types will update all items in the selected range, adjusting non-counted items to zero. While there is good merit in updating all items, this type of count requires you to make sure you count every item within that range, and it usually takes far longer. It is recommended you perform this type of count at least once per year, but for your regular everyday counting, choose a Cycle Count. Revised: May 2017 Version: 6.0 Page 26

27 Figure 28 - Import Inventory Count Screen 4. Select [Import Count] to move your counted items into the current Inventory Count, then complete the Inventory Count as usual Please refer to the Finestra Reference Manual, Chapter 10 Inventory Management for additional Inventory Management details. Revised: May 2017 Version: 6.0 Page 27

28 TABLE OF FIGURES Figure 1 - Skorpio Handheld RF Unit... 5 Figure 2 - PSI Scanner Icon... 6 Figure 3 - Scanner Unit Number... 6 Figure 4 - Product Options List... 7 Figure 5 - Group Maintenance... 7 Figure 6 - Group Members... 8 Figure 7 - Add Group Items... 9 Figure 8 - Remove Group Items... 9 Figure 9 - Put a Group On Sale Figure 10 - View Item Rules Figure 11 - Item Maintenance Screen Figure 12 - Fineline Selection List Figure 13 - Order Control List Figure 14 - Retail Price Screen Figure 15 - Sales Stats Figure 16 - Put an Item On Sale Figure 17 - Seasonal Attribute List Figure 18 - Queue a Label Figure 19 - Receiving Screen Figure 20 - Receiving Negative Quantity Scan Figure 21 - Receiving Scanner Import Bucket Figure 22 - Purchase Order Screen Figure 23 - Purchase Order Negative Quantity Scan Figure 24 - Purchase Order Scanner Import Bucket Figure 25 - Inventory Screen Figure 26 - Inventory Negative Quantity Scan Figure 27 - Inventory Count Type List Figure 28 - Import Inventory Count Screen Revised: May 2017 Version: 6.0 Page 28