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- Overview
- Hardware and Software Requirements
- NAV Object Import and Merge
- NAV Data Configuration
- Warehouse Insight Barcode Objects
- Warehouse Insight Web Service Installation
- Android Scanner Install
- Windows Scanner Installation
- Configuring the Software
- Uninstalling the Solution
- Modified NAV Objects
- Source Versions
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- 1. Introduction
- 2. Overview
- 3. Main Landing Page
- 4. Item Inquiry
- 5. Bin Inquiry
- 6. Advanced Inventory Count
- 7. Basic Count
- 8. Receiving
- 9. Put-Aways
- 10. Ad-Hoc Movements
- 11. Directed Movements
- 12. Picking
- 13. Shipping
- 14. Production Order Consumption
- 15. Production Order Output
- 16. Assembly Orders
- 17. License Plates
- 18. Scratchpad
- 19. Configuration
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- Print From Your Handheld in Business Central Cloud
- Print From Your Handheld in NAV/Business Central On-Premises
- DataLogic Falcon WiFi Configuration
- Controlling the Beep Sound Effect on DataLogic Scanners
- Warehouse Insight with NTLM Authentication
- Configure Scanner for Business Central SaaS
- Connect Warehouse Insight Desktop Client to Business Central Cloud
- Datalogic Falcon X3 Scanner Timeout
- Clone Warehouse Insight Service for NAV and Business Central On Prem
- Configure Windows Scanner for NAV and Business Central On Prem
- Ad Hoc Move journal batch options
- Display a Custom Image on Your Device
- Configure Scanner Settings for Memor 10/20 and Zebra
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- Add Purchase Order Comments From Your Handheld
- View Purchase Order Comments on Your Handheld
- Capture Image on Sales Order
- Attaching Documents from the Scanner
- Ship and Invoice Sales Order
- Overriding Base Application Events via Design
- Sample Offline Application
- Sample Quantity Dialog Extensions
- Adding Notes to Documents
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- Canada Post Third Party Billing
- Getting Started with Dynamic Ship
- How the Customs Information is Populated
- How the Dynamic Ship Carrier correlates to the base NAV Shipping Agent
- How to Bill Shipping Fees to a Customers Account
- How to Complete a Basic Shipment with Dynamic Ship
- How to Enable and Use The External Rate Entry
- How to Reprint Shipping Labels using Dynamic Ship
- Include COD Charges With Shipping
- International Shipping Address Entry
- No Rates Returned For A Shipment
- Hazardous Material Shipping
- Freight Quote
- Extra Text on Shipping Label
- Shipping with Saturday Delivery
- Print Bill Of Lading Report
- Blind and Double Blind (Drop) Shipments
- Chain Multiple Pack Commands
- Find Shipment and Package Tracking Numbers
- Manifesting USPS Shipments
- Create a Shipping Label for a Miscellaneous Shipment
- Label Placeholders - Package Options
- Package Options
- Copy Last Package
- FedEx Commercial Invoice Requires Electronic Letterhead
- Assign Outbound Serial Number At Shipping Time
- Refund EasyPost Shipment
- Actual Shipping Cost
- Freight Price Rules
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- Data Requirements for Dynamic Ship
- Dynamic Ship Email Setup
- Enabling UPS SurePost on your EasyPost account
- Dynamic Ship Carrier Account Configuration
- How to Create Shipment Manifests in Dynamic Ship
- Shipping Scale Integration
- Extending Dynamic Ship
- How to Add Predefined Packages for Carriers
- DHL Express and Purolator Carrier Configuration
- Zebra High Quality Print
- Shipping Predefined Packages
- Dynamic Ship Permissions
- Configure Customer Options
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- Daily Time Report for Payroll Administrator
- Shift Scheduling with Shop Floor Insight
- Routing Step with Shop Floor Insight
- Color Coding Time Cards
- Production Order Assignment with Shop Floor Insight
- Streamline Processes with Work Instructions
- Cleaning up Barcodes in Business Central
- Configurable Business Central Payroll Export for ADP and other Payroll Solutions
- Production Dispatch Lists that Boost Efficiency
- How to use the Shop Floor Production Order job report as your default production order job card report
- How to Print Barcodes for Job Tasks
- How to automatically round time card line entries
- How to Print Barcodes for Production Order Operations
- How to record a quality inspection when output data is captured
- How to display the Shop Floor Insight Approver role in the "Explore All" page
- Shop Floor employees are having their shifts end prematurely
- How to record a quality inspection when a scheduler item is moved
- How to ensure supervisors only see time cards of their workers for approval
- Fix a "Company not licensed" error message in Shop Floor Insight
- Adding a New Employee & Printing a Barcoded Badge
- Filtering Production Orders
- How to Record Consumption
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
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- How to use the Shop Floor Production Order job report as your default production order job card report
- Shop Floor Insight Language Configuration
- Clock In Early to Midnight Shift using Shop Floor Insight
- How to troubleshoot 401 error messages in Shop Floor Insight
- How to troubleshoot "(400) Bad Request" errors in Shop Floor Insight
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- 1. Before you Begin with Shop Floor Insight
- 2. Installing Shop Floor Insight
- 3. Registering Shop Floor Insight
- 4. Configure Special Permissions in Shop Floor Insight
- 5. Configure Paycodes in Shop Floor Insight
- 6. Configure Activity Codes in Shop Floor Insight
- 7. Configure Shifts in Shop Floor Insight
- 8. Configure Shop Floor Employees in Shop Floor Insight
- 9. Configure Work Centers in Shop Floor Insight
- 10. Configure Client Configuration in Shop Floor Insight
- 11. Configure Time Zone in Shop Floor Insight
- 12. Configure On-Prem Shop Floor Client
- 13. Print Barcodes and Smoke Test in Shop Floor Insight
- How to do an upgrade to the Shop Floor Insight Windows service
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- 1. Before You Begin with Shop Floor Insight
- 2. Navigating Business Central in Shop Floor Insight
- 3. Process Overview in Shop Floor Insight
- 4. Printing Barcodes in Shop Floor Insight
- 5. Tour of the Shop Floor Interface
- 6. Capture Shop Floor Data for Production Orders in Shop Floor Insight
- 7. Capturing Job Time in Shop Floor Insight
- 8. Closing Time Cards in Shop Floor Insight
- 9. Approving Time Cards in Shop Floor Insight
- 10. Calculate Overtime in Shop Floor Insight
- 11. Posting Shop Floor Data in Shop Floor Insight
- 12. Export Time in Shop Floor Insight
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- How to Record Consumption
- Filtering Production Orders
- Adding a New Employee & Printing a Barcoded Badge
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
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- Setting Inventory Count Card As-Of-Date
- Setting Locations on the Count Card
- Setting Lot/Serial Number Tracking
- Setup of Posting Count Options
- Setting up Recounts in Inventory Count Module
- Reconciling the Count in Inventory Count Module
- Posting the Inventory Count
- Inventory Count Bin Blocking Options
- Calculating Count Period Codes
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- Overview
- User Permissions
- Profiles (Roles)
- Counter Sales Setup
- Counter Sales Users
- Payment Methods
- Customer Accounts
- Reason Codes
- Take Order Wizard
- Counter Sales Orders
- Quick Scan
- Return Order Wizard
- Counter Sales Return Orders
- Price Check
- Enhanced Item Search
- Enhanced Contact Search
- My Locations
- Related Items
- Price Overrides
- Lost Sales
- Special Order Items
- Daily Close
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6. Advanced Inventory Count
- Main
- Warehouse Insight
- User Guide
- 6. Advanced Inventory Count
The Count application is used to perform inventory counts. The application acts as an interface for the Advanced Inventory Count product and is an optional purchase. If you have not purchased the product, you may use the Basic Count application.
Core features of this application include:
- Manual Counting
- Cycle Counting
- Multiple Count Sheets/Teams
You can access the Advanced Inventory Count application from the Home screen by clicking the Count link. When launched, the Count Lookup List page will be displayed.
Advanced Inventory Count Lookup List
The Lookup List page allows you to either scan or select the sheet you wish to view. Only active Count Sheets for the device location are shown. Use the filter bar to filter the lookup list to specific sheets if required.
Count Sheet
When you select a Count Sheet to open, a screen similar to this is shown:
Callout ID | Description |
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1 |
The available menu options:
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2 | The sheet name. |
3 | The count lines on the current sheet. |
4 | The selected line item description. |
5 | Status bar indicating status messages or instructions. |
Counting Items
The standard process flow should be used when counting items:
- Scan the bin to count in.
- Scan the item to count.
- Enter the quantity counted and item tracking information, if required.
See the General Document Handling section on the Overview page for more information.
If the sheet already contains the counted item, the line will be updated. If the entry does not already exist, a new line will be added to the sheet instead. If the line already exists but the user chooses a different unit of measure, they are prompted whether a new line should be created or the existing one update.
If your location does not require bins you may also scan shelf numbers via the tag barcode.
The Scan Behaviors page can be configured to control aspects of this process. For example, you can configure a quantity dialog to not appear and increment the count by one, or change the default quantity or unit of measure to count in.
Menus
The following menus are available by default for Advanced Inventory Count. Menus may be added or removed as required from the Device Menus page under the Application form with a selection of ADVCOUNT_DOC for the Application.
Close (Menu)
Closes the Count Sheet and redirects to the Lookup List page.
Delete Line (Menu)
Deletes the currently selected Count Sheet line.
Change Quantity (Menu)
Launches the Quantity dialog for the selected line.
Enter Bin (Menu)
This option is hidden by default but can be made visible via the Device Menus page.
Users are prompted to type in the bin that they wish to simulate scanning.
This option can be useful if bin labels have become damaged or are inaccessible.
Enter Item (Menu)
This option is hidden by default but can be made visible via the Device Menus page.
Users are prompted to type in the item that they need to simulate scanning.
This option can be useful if item labels have become damaged or are no longer readable.
Enter License Plate (Menu)
This option is hidden by default but can be made visible via the Device Menus page.
Users are prompted to type in the license plate number they need to simulate scanning.
Comments (Menu)
Allows users to set/view the selected lines comments.
Item Inquiry (Menu)
Launches the Item Inquiry management screen pre-filtered to the selected line.
Bin Inquiry (Menu)
Launches the Bin Inquiry management screen pre-filtered to the active bin.
Common Configurations and Requests
This section describes the most common scenarios, requests, and features concerning inventory. While some topics may require development or customizations, they are included here to provide a greater understanding of what the software is capable of.
Further information may be obtained from Support Portal.
Forcing Each Scan to a New Line
By default, the Count application will attempt to match on existing lines and update them. If it is easier or better that each subsequent scan creates new lines, it set the Inventory Scan Item Behavior to Always Add New Line on the Device Configuration card.
Clearing Bins Between Scans
By default, the Count application will not clear the current bin between scans. You can scan multiple items in the same bin without having to rescan the bin. Users must scan the new bin when moving to the next bin to count. The current bin can be cleared after each item scan by setting the Clear Bin on Inventory Count option to true on the Device Configuration card.
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