Unitech HT660 Wireless edition Installation And User Manual Download Page 62

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Adjustments

Save the inventory transfer by clicking the “Save” icon on the toolbar.

A transfer report will automatically be printed and archived for you.

Adjustments

Collecting, Reviewing, and Sending the Data

These steps are the same as those followed under Purchase Orders.

The only differences are that you will be selecting the Adjustments program,
and the fi le created and sent is named HTAdj.DAT.

Summary of Contents for HT660 Wireless edition

Page 1: ...Unitech HT660 Wireless Edition Installation and User Manual ...

Page 2: ...III General Store Mobile Solutions Unitech HT660 Installation and User Manual ...

Page 3: ...r any particular purpose Further Crichlow Data Sciences Inc reserves the right to revise this publication and to make changes from time to time in the content hereof with out obligation of Crichlow Data Sciences Inc to notify any person of such revision or changes References The General Store is a trademark of Crichlow Data Sciences Inc MS DOS Windows Windows 95 Windows 98 Windows 98SE Windows NT ...

Page 4: ...V ...

Page 5: ...contents ...

Page 6: ...660 6 Pressing the Power ON OFF Key 6 Align the Screen 6 Setting Time Zone Date 6 Keypad Overview 8 Chapter 2 Connecting the HT660 to Your Wireless Network 15 Accessing the Summit Client Utility 15 Chapter 3 Software Installation 21 What s on the CD 21 Installing the Software 21 Now What 24 Chapter 4 Adding the General Store Database 27 Chapter 5 Unitech HT660 Communications 33 How It Works 33 Fir...

Page 7: ...ng the Data 53 Applying the Collected Transfer 54 Follow these steps to apply the Transfer data you collected on the HT660 54 Adjustments 55 Collecting Reviewing and Sending the Data 55 Applying the Collected Adjustment 56 Follow these steps to apply the Adjustment data you collected on the HT660 56 Bin Locations 57 Collecting Reviewing and Sending the Data 57 Applying the Collected Adjustment Dat...

Page 8: ...cting Reviewing and Sending the Data 70 Processing the report 71 Chapter 7 Price Changes 75 Entering Price Change Data into the HT660 75 Select the Price Change Program on the HT660 75 Entering Price Change Data 76 On Sale Pricing 80 Reviewing and Sending Price Change Data 81 Applying the Collected Price Change Data in the General Store 81 ...

Page 9: ...1 CHAPTER ...

Page 10: ...he HT660 handheld terminal and manual CD You should also have a General Store Installa tion CD USB Cradle is for data transmission and charg ing purpose including a USB cable and an AC Power Supply to connect the HT660 to an electri cal power outlet in order to power the terminal and or charge the battery pack utilizing either 110 or 220 Volt 100 to 240 VAC 50 or 60 MHz electrical outlets availabl...

Page 11: ... connection of the USB cable is optional However you must use the AC adapter that came with the HT660 to power the USB Cradle Step 2 Check the Battery and Power Configuration Z Your battery has been installed and charged by Crichlow Data Sciences Inc The instructions below are provided mainly as a reference if you ever have to install a new battery or perform a cold boot on your Unitech HT660 Shou...

Page 12: ... use While it normally only takes about 4 hours to charge the bat tery after it s been drained when charging the battery for the first time please allow at least 12 hours While charging the main battery the backup battery should also be charged Please make sure the backup battery has been switched ON this cannot be emphasized enough Z CAUTION There is a high risk of data loss from RAM if the backu...

Page 13: ... Screen When prompted use the stylus to tap the targets as they appear in order to align the touch screen When you complete the procedure press any key or press anywhere on the touch screen to start up the WinCE system Setting Time Zone Date Before using the HT660 please take a few minutes to set the time and date so that data can be properly time stamped Setting the Time Zone First Follow the ste...

Page 14: ...tomatically adjust clock for daylight saving for a Daylight Sav ings Time zone Setting Date Time Tap the Left or Right arrows to scroll the year and month you desire Or directly tap location of year or month to change the year or month setting ...

Page 15: ...rol on a form l Cursor The cursor key moves the cursor around the screen l Alpha The Alpha key toggles Alpha mode on and off and Caps mode on and off One press of the Alpha key causes the HT660 s keys to input alpha characters indicated by a blue LED light A second press causes the input of upper case characters indicated now by a green LED A third press returns the HT660 to numerical input HT660 ...

Page 16: ...cKey exe Software Keyboard Windows CE Keyboard Besides its hardware keypad the HT660 provides a touch screen keyboard as an alternative method of character input This software keyboard repli cates the layout of a standard PC keyboard Opening the Windows CE Keyboard The Windows CE keyboard can be opened by tapping the keyboard icon on the task bar Refer to picture ...

Page 17: ...rms of symbologies like UPCA UPCE Code 39 etc If for some reason you need to custom configure the barcode scanner follow these steps 1 Tap the Start icon in the lower left corner of the HT660 screen Then select Settings Control Panel 2 You will then see the Control Panel Window shown below Tap the Scanner icon shown above circled in red above ...

Page 18: ...Tap the plus sign next to the Barcode Symbologies option to expand the tree Then scroll to the sym bology you wish to edit and click the plus sign again to expand that selection In the example below we selected the UPCA symbology 4 We then turned on the Transmit check char digit option ...

Page 19: ...12 To save your changes tap the Apply button 5 You can test the scanner by selecting the Test tab Then scan a barcode 6 That s it To exit simply tap the OK button at the top right corner of the screen ...

Page 20: ...13 First Time Use of the HT660 ...

Page 21: ...2 CHAPTER ...

Page 22: ...ogin credentials on the HT660 through the Summit Client Utility in order access your company network via a wireless router or access point Accessing the Summit Client Utility Using your stylus tap the start icon in the lower left corner of the HT660 screen Then select Programs Summit scu as shown below You will then see the Summit Client Utility Main tab shown below ...

Page 23: ...button and enter SUMMIT All CAPS in the password field and tap the OK button Now select the Profile tab at the top of the window The easiest way to locate your wireless network is to tap the Scan button shown in the above graphic ...

Page 24: ...17 Accessing the Summit Client Utility You will see all networks in range Simply tap the one you want to connect to and then tap the Connect button Tap the Yes button to create the new profile ...

Page 25: ...last step is to set the Encryption type and keys to match that of your wireless router In our example the encryption type is WPA PSK and we had to enter the network key password by tapping the WEP keys PSKs button ...

Page 26: ... to the Main tab Select the profile you want to use from the Active Profile drop down list If your settings were entered correctly on the Profile tab you should see that the Status of your selected profile is Associated as shown below If not re check your settings and try again Otherwise you are connected and you can tap the OK button on the menu bar to exit ...

Page 27: ...3 CHAPTER ...

Page 28: ...the General Store application programs The ITScriptNet Client Loader for the Unitech Ht660 This program is only used if you have to reload the General Store application programs on the Unitech HT660 The General Store application programs for the Unitech HT660 The CD must be installed on the server or workstation that you will be run ning the ITScriptNet Omni Communication server on Installing the ...

Page 29: ...e we will choose Single User 3 Then click Install General Store Files 4 The install process will then begin The first prompt is to install ActiveSync 4 5 Even if you already have a copy of ActiveSync installed click Install You will be given the opportu ...

Page 30: ...t yes you will be guided through the ActiveSync Install Once that is completed you will automatically be moved into the General Store portion of the install 6 Follow the prompts through the rest of the install Once the install has completed you may be required to re boot your computer Upon rebooting your PC you should now see the following icons on your ...

Page 31: ...ams are for and how they work Now What Now that the software has been installed the General Store database must be configured in order for the Unitech HT660 to properly query the General Store data files This is described in the chapter 4 Adding the General Store Database ...

Page 32: ...25 Installing the Software ...

Page 33: ...4 CHAPTER ...

Page 34: ... Store you must provide a gateway to the General Store data files through the Pervasive Control Center Follow the steps outlined below to add a database called TheGeneralStore in the Pervasive Control Center NOTE This utility requires General Store version 2 0 or higher with Pervasive 1 Click start programs Pervasive PSQL10 Control Center 2 You will see the following screen 3 27 ...

Page 35: ...puter name which in our example is robc Then click the plus sign next to Databases Engine 5 You will then see a list of the existing databases Right click on Data bases Engine and then left click New then Database You will then see the Create Database Wizard screen shown below 28 ...

Page 36: ...ral Store data files reside This is typically C GenStore TgsData on single user sys tems and file servers or G TgsData on network workstations If you do not know the actual directory name you can locate it using the Browse button to the right of the directory field Deselect the Create dictionary files option Then click Finish 29 ...

Page 37: ...You will notice that your new database THEGENERALSTORE has been added to the list Close the Pervasive Control Center 30 ...

Page 38: ...31 ...

Page 39: ...5 CHAPTER ...

Page 40: ...inting Restock Reporting These programs are accessed on your HT660 by tapping the ITScriptNet Omni Icon on your HT660 s main screen These programs running under the ITScriptNet Client on the HT660 query the General store data files and send collected data via ITScriptNet Omni Communication Server a communications package running on your PC In short the ITScriptNet Omni Client on the Unitech HT660 ...

Page 41: ...k the Unitech Omni Con figuration Utility icon on your desktop You will see the following screen The Host Settings Section Finding the right IP Address Click the Advanced tab and then click the button to the right of the IP Ad dress field to locate the correct IP Address Never select the 0 0 0 0 option ...

Page 42: ...nce you have selected an address click OK You will be returned to the configuration screen where you must then click Apply If the Omni Server is already running you will prompted to update it Click Yes and thn click OK ...

Page 43: ... Unitech HT660 Now you must enter the same IP address on the HT660 through ITScriptNet On the HT660 access the ITScriptNet Main Menu Then tap the Utilities button followed by the Configuration button Select the Server tab ...

Page 44: ...nter the same IP address you selected when you ran the Omni Con figuration utility In our example this was 10 0 0 21 as shown below Now tap the OK button to save the change You will be returned to the utili ties menu where you tap the red X button at the top right corner of the menu ...

Page 45: ...o add Again you must click the Save button to apply the change Start the Omni Communication Server Now that the Omni Server has been configured you can start it up by click ing its icon on your desktop You must do this any time you wish to use you HT660 The Server will minimize to your systray Start Using the Unitech HT660 Now that you have your HT660 configured and communicating with the Omni Com...

Page 46: ...The Server will minimize to your systray ...

Page 47: ...6 CHAPTER ...

Page 48: ...in Locations Physical Inventory Sales Orders Price Label Printing Inventory Restock Report Overview Each function includes four basic steps 1 Selecting the appropriate inventory function on the HT660 2 Entering quantities into the HT660 3 Sending collected quantities from the HT660 up to the computer 4 Applying collected quantities to the appropriate inventory function in the General Store ...

Page 49: ...ptNet Omni main menu Select the Collect Data option and you will see the Select Program menu shown below Purchase Orders Locate the Purchase Orders program from the Select Program menu You may have to scroll down by using either the cursor keys on the HT660 or by using your stylus and the scroll bar Once you have Purchase Orders selected click OK ...

Page 50: ...ber followed by the ENT key on the HT660 You will then be prompted for your password Enter it followed by the ENT key on the HT660 If you do not have a password you can simply press the ENT key on the HT660 The system will then check to see if your entries are valid and that you have rights to changing inventory quantities If your credentials check out you will be ready to scan barcodes and enter ...

Page 51: ...e you enter an item number you will see current on hand bin location cost and price information for the selected item Now you can enter a quantity followed by the ENT key on the HT660 Entering a Vendor Order Number at the Item Number Prompt Again when prompted for the item number you can enter a vendor s order number and the system will find all items in your inventory that have the order number y...

Page 52: ...0 or you can use the stylus and double tap the item number you wish to select Entering a Base Matrix Number at the Item Number Prompt If you sell apparel items in your store and you utilize the General Store s ma trix feature you can enter a base matrix number or style number at the item number prompt You will see a matrix grid pop up on the HT660 from which you can select the appropriate size col...

Page 53: ...ase Order Data You can review entries at any time by tapping the Review button with the stylus Here you can select lines for deletion and you can send data To return to the item entry screen tap the Back button with the stylus ...

Page 54: ...Review Screen From the Review screen on the HT660 you can tap the Send button to send the data filename HTPo dat to the PC Once the send is success ful the collected data is deleted from the HT660 and you will be prompted to retrieve updated data files which are optional To exit the Purchase Order program at this point you would have to tap Back to return to the item entry screen There you would h...

Page 55: ...he above graphic Whenever there is a data file resident on the HT660 for a particular inventory program you will see the button displayed to the right of the program name When you are ready to send the file tap the OK button The File will be sent and when sending files this way you will be asked if you wish to delete the resident data file Tap the Yes button You will then be returned to the ITScri...

Page 56: ...e steps outlined in the graphic below 1 From the General Store main menu click Inventory Purchase Orders 2 Click the plus icon at the top of the screen to add a new purchase or der and select the vendor you will be creating the purchase order for 3 Click Do Not Compile 4 Click the folder icon at the top of the screen Then select Yes to import ing the file into the current purchase order ...

Page 57: ...5 Click the Save icon on the toolbar to save the purchase order 6 If you wish to print a hardcopy of the purchase order click the print icon on the toolbar That s it ...

Page 58: ...ecting Reviewing and Sending the Data These steps are the same as those followed under Purchase Orders The only differences are that you will be selecting the Receiving program and the file created and sent is named HTRec DAT ...

Page 59: ...ata you collected on the HT660 1 From the General Store main menu click Inventory Receiving 2 Click the File folder icon on the toolbar to apply the file 3 Save the inventory receiving by clicking the Save icon on the toolbar 4 A Receiving report will be printed and archived for you ...

Page 60: ... Reviewing and Sending the Data These steps are the same as those followed under Purchase Orders The only differences are that you will be selecting the Inventory Transfers program and the file created and sent is named HTXfers DAT ...

Page 61: ...eral Store main menu click Inventory Transfer Items 2 Select the store number you are sending the items to 3 Click the File folder icon on the toolbar to apply the file You will be asked if you wish to verify each item or just let them be applied auto matically Select Yes for verification or No for automatic application ...

Page 62: ...port will automatically be printed and archived for you Adjustments Collecting Reviewing and Sending the Data These steps are the same as those followed under Purchase Orders The only differences are that you will be selecting the Adjustments program and the file created and sent is named HTAdj DAT ...

Page 63: ...the adjustment method Replace or Adjust 3 Click the File folder icon on the toolbar to apply the file You will be asked if you wish to verify each item or just let them be applied auto matically Select Yes for verification or No for automatic application 4 Complete the adjustment by clicking the Exit icon on the tool bar 5 An adjustment report will automatically be printed and archived for you ...

Page 64: ...se followed under Purchase Orders The only differences are that you will be selecting the Change Bin Locations program and the file created and sent is named HTBin DAT Entering Bin Locations You will also enter Bin Location data instead of quantities on the HT660 These bin locations can be alphanumeric ...

Page 65: ...in the General Store Follow these steps to apply the Bin Location Data data you collected on the HT660 1 From the General Store main menu click Tools Unitech Bin Changes 2 Select Process and the bin locations changes will be applied for you ...

Page 66: ...tore can actually determine which items you did not count using the Unitech and zero those item quantities All of these adjustments are then printed on the Inventory Adjustments report Preparing Your Store for Inventory This may seem like a no brainer but when you are physically counting your store you do not want to miss anything Therefore you must first properly prep your store for the physical ...

Page 67: ...g and Sending the Data These steps are the same as those followed under Purchase Orders The only differences are that you will be selecting the Physical Inventory program and the file created and sent is named HTPhys DAT ...

Page 68: ...Setting the Physical Inventory File Follow these steps to set the physical inventory data data you collected on the HT660 1 From the General Store main menu click Tools Unitech Physical 2 You will see the following menu Click the radio button to the left of the Physical Count w Match option Enter HTPhys DAT as the filename or you can navigate to it using the browse button to the right of the From ...

Page 69: ... the LAST capture question b If You Have Finished Counting If you have finished physically counting all the items in your store or department or vendor and this is your last download answer Yes to the LAST capture session question You will then see the following screen Here you have several options i If You Are Taking An Inventory for the Entire Store If this is a complete store inventory simply c...

Page 70: ...al Inventory Data Vendor If you are taking an inventory for a specific vendor only then you must first enter the vendor number either manually or by clicking the lookup binoculars button to do a vendor search Once the vendor is entered you must select whether you want to match all items for which the selected ven dor is the primary vendor only or if you want to match all items that the vendor is a...

Page 71: ...enance Adjustments 2 The adjustment method is forced to replace 3 Click the File folder icon on the toolbar to apply the file You will be asked if you wish to verify each item or just let them be applied auto matically Select Yes for verification or No for automatic application 4 Complete the adjustment by clicking the Exit icon on the tool bar 5 An adjustment report will automatically be printed ...

Page 72: ...wing and Sending the Data These steps are the same as those followed under Purchase Orders The only differences are that you will be selecting the Sales Orders 01 or 02 programs and the files created and sent are named Orer01 IMP or Order02 IMP ...

Page 73: ...der then select the Import Option If you have multiple order import files you will be prompted to select from a list as shown below Click the file you wish to import and click Import After entering you sales person number and any customer information you wish to enter the items in the import file you selected will be imported into the sale screen ...

Page 74: ...ormation before completing the transaction Price Labels You can print 2 price labels with the Zebra QL220 Plus printer Separate setup instructions are provided with the printer at tie of purchase Printing Labels From the ITScriptNet menu select Collect Data ...

Page 75: ...Then select the 2 Labels option Enter your employee number and press the enter button on the handheld Now select the com port you set when syncing the QL220Plus to your hand held and select Next ...

Page 76: ...he item number order number or alternate lookup number for the product you wish to print labels for Enter the number of labels you wish to print and hit the enter key on the handheld Your labels will then print on the QL220Plus In this example we entered 2 labels ...

Page 77: ... where the Restock option comes into play A separate install cd for the Inventory Pull Report is supplied with the unit Collecting Reviewing and Sending the Data These steps are the same as those followed under Purchase Orders In this example we wil enter two items one with onhand quantities and one that is out of stock ...

Page 78: ...ock Now we will review and send the data which will place the file HtRstk csv in our data directory typically c GenStore TgsData Processing the report From The General Store main menu select Inventory Pull ...

Page 79: ...he data file Do not answer this prompt untl after you have reviewed the report below The report is split between those items that are in stock and thos items that need to be reordered After reviewing the report make sure to answer Yes to the rename prompt ...

Page 80: ...Restock ...

Page 81: ...7 CHAPTER ...

Page 82: ...rice Change Data into the HT660 Select the Price Change Program on the HT660 First select the price change program on the HT660 following the same steps outlined in chapter 5 Purchase Orders The file created and sent is named HTPchg DAT ...

Page 83: ... number you will see current on hand bin location cost and standard retail price information for the selected item Notice that the Change Price button is highlighted You can simply press the ENT button on the HT660 keypad to move to the next screen Here you can see all current pricing and you can select which price level you wish to change In this example we will change price level B to 3 for 8 99...

Page 84: ...where you can set the units 3 and the for Price 8 99 by typing 3 ENT then 8 99 ENT then ENT on the HT660 keypad Once the price is entered the Change Price button is highlighted Simply press the ENT button on the HT660 keypad you will be returned to the item number entry screen ...

Page 85: ...system will find all items in your inventory that have the order number you entered Here we entered the order number 1234 which resulted in two hits to select from You can use the cursor keys to navigate to the item you wish to select and press the ENT key on the HT660 or you can use the stylus and double tap the item number you wish to select ...

Page 86: ...matrix grid pop up on the HT660 from which you can select the appropriate size color Entering Price Changes for Matrix Items Once you select a matrix item and set the price you wish to change the HT660 will ask you if you wish to apply the change to all sizes Answer Yes and the price you enter will be applied to all sizes Answer No and the price change will only be applied to the size and color yo...

Page 87: ...the HT660 Here we will set the item on sale at a price of one for 7 96 with sale dates straining on 2 16 2009 and ending after 12 00pm on 2 21 2009 Here are the key strokes on the HT660 keypad 1 1 ENT 2 7 96 ENT 3 021609 ENT 4 022109 ENT 5 ENT to apply sale pricing to all sizes ...

Page 88: ...ng price change data from the HT660 are the same as those followed under Purchase Orders which is discussed in Chapter 5 Applying the Collected Price Change Data in the General Store From the General store main menu click Tools Unitech Price Changes Select your options for Printing and Price Shelf labels and click Apply Chang es The price changes collected on the HT660 will be applied and an archi...

Page 89: ...If you selected price labels go to Inventory Labels Select you label size and click the Print Spooled Labels button ...

Page 90: ......

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