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Warehouse Insight
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- Overview
- Hardware and Software Requirements
- Business Central Object Import and Merge
- Business Central Data Configuration
- Warehouse Insight Barcode Objects
- Warehouse Insight Web Service Installation
- Android Scanner Install
- Windows Scanner Installation
- Configuring the Software
- Uninstalling the Solution
- Modified Business Central 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
- Push Warehouse Insight Updates to Devices
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- Print From Warehouse Insight
- 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 Business Central On Prem
- Configure Windows Scanner for Business Central On Prem
- Ad Hoc Move Module
- Display a Custom Image on Your Device
- Configure Scanner Settings for Memor 10/20 and Zebra
- OAuth Login Options for Warehouse Insight 2.8
- Barcode Rules
- Set Up the Windows Desktop Client for Oauth (SaaS)
- Azure Active Directory (AAD) OAuth Configuration for Warehouse Insight 2.8+
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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
- Factboxes
- Over-Receiving from Handhelds
- Read barcodes Configured in LS Retail into Warehouse Insight
- Proof of Delivery
- Add Signature Capture to Warehouse Insight
- Use the Application Wizard in Warehouse Insight
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WMS Express
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License Plating
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- Articles coming soon
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Dynamic Ship
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- Configuring Dynamic Ship in Business Central
- Data Requirements for Dynamic Ship
- Overview
- Configuring EasyPost
- Get Started with Dynamic Ship
- Dynamic Ship Permissions
- Dynamic Ship Carrier Account Configuration
- How the Dynamic Ship Carrier is linked to the Business Central Shipping Agent
- How to Add Predefined Packages for Carriers
- DHL Express and Purolator Carrier Configuration
- Set Up Carrier Loomis
- Royal Mail and DPD Carrier Configuration (UK) in Dynamic Ship
- Canada Post Third Party Billing
- Enabling UPS SurePost on your EasyPost account
- Configure a UPS Digital Access Program Account
- Set Up Dynamic Ship Email
- Configure and Use Scales
- Enable and Use the External Rate Entry
- FedEx Commercial Invoice Requires Electronic Letterhead
- Freight Price Rules
- Create a Free Freight Campaign
- Generate Serial Shipping Container Code
- Add an International Shipping Address
- Override Customer Contact Source in Dynamic Ship
- Set USPS Media Mail Special Rate in Dynamic Ship
- Add the Certificate of Origin Report
- Dynamic Ship Go Live Checklist
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- Dynamic Ship Process
- Use the Package Worksheet in Dynamic Ship
- Order Packaging in Dynamic Ship
- Use Quick Label in Dynamic Ship
- Create and Print Return Labels in Dynamic Ship
- Return Label Printing in Business Central
- How to Generate a Shipment Manifest
- Manifesting USPS Shipments
- Create a Freight Quote
- Create a Shipping Label for a Miscellaneous Shipment
- Copy Last Package
- Use Address Validation
- Use Pack Commands
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- How the Customs Information is Populated
- Reprint Shipping Labels using Dynamic Ship
- Include COD Charges with Shipping
- Zebra High Quality Print
- Ship Hazardous Material
- Ship with Saturday Delivery
- Print Bill of Lading Report
- Chain Multiple Pack Commands
- Find Shipment and Package Tracking Numbers
- Assign Outbound Serial Number at Shipping Time
- Refund EasyPost Shipment
- Actual Shipping Cost
- Pack Item Variants
- External Freight Quotes
- Reconcile Carrier Invoice
- Role Tailored Client Shipping Scale Integration
- No Rates Returned For A Shipment
- Retrieve an Order ID
- Shipper Number Cannot Be Used
- Package Worksheet: Clear Address Cache
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Shop Floor Insight
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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
- Output to License Plate
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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
- Configure OAuth for Shop Floor Insight 7.8
- Fields Included in Shop Floor Insight’s Search Field
- Access and Configure Service-to-Service Authentication in Shop Floor Insight
- Configure Shop Floor Insight for automatic time splitting scenarios
- Shop Floor Client Configuration Cards Recommendations
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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 Shop Floor Insight Communications App
- 13. Print Barcodes and Smoke Test in Shop Floor Insight
- How to do an upgrade to the Shop Floor Insight Windows service
- Shop Floor Insight Communication App Requirements
- Set Up Facial Recognition
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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
- Configure Output Clock on Behavior
- Add a Non-Productive Activity Code
- Shop Floor Insight: Use the Mobile Interface Without a Phone
- Shop Floor Insight: Shop Floor Native Phone Client
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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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Advanced Inventory Count
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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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Counter Sales
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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
- Contact Sales History
- User Salespersons
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Product Configurator
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- Version Information
- Product Configurator Configurations
- Product Configurator Item Category
- Product Configurator Choice Combination
- Product Configurator Option Choice
- Product Configurator Bulk Edit
- Product Configurator Options
- Product Configurator BOM
- Use Quoting Items
- Use Additional Choices
- Use Check Configuration
- Use Line Type and Indent Options
- Update Routing Run Times
- Add Option Choice Comments
- Use Rule Builder
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NavXtender
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- Articles coming soon
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- How do I install NavXtender?
- Add Languages in NavXtender
- Having Issues?
- SharePoint Support
- Why am I having troubles accessing SharePoint via UNC?
- Why is the drag and drop not working, or NavXtender button not visible?
- Are you using an anti-virus application?
- Do I need to install NavXtender on every computer?
- I still need help. Who can provide technical support?
- I would like to use NavXtender with my custom pages. How do I do that?
- NavXtender Language Support
- NavXtender Web Service Authentication 401
- NavXtender Web Service Troubleshooting
- Should I install the 32-bit or 64-bit version of NavXtender?
- What changes does NavXtender make to Microsoft Dynamics NAV?
- What is the difference between the stand-alone and integrated version of NavXtender?
- What versions of Microsoft Dynamics NAV is NavXtender compatible with?
- Why am I getting a permissions error?
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DocXtender
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Barcode Generator PowerTool
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PrintNode Connector PowerTool
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Miscellaneous
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Graphical Scheduler
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MxAPS
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- Introduction
- Generate Schedule
- Production Cells
- Setup
- Delay Increment
- Scheduling Configurations
- Scheduling Rules
- Scheduling Rule Card
- Scheduling Rule Parameters
- Segment Codes
- Alternate Group List
- Alternate Group Card
- Schedule Result List
- Schedule Result
- Order Schedule List
- Machine Load Details
- Operation Schedules
- Order Attribute Schedules
- Commit Results
- Result KPI FactBox
- Schedule Rule Details
- Machine Alternate Constraints
- Mx Item Card extends Item Card
- Resource Requirements
- Machine Constraints
- Machine Transfers
- Shop Calendar Exceptions
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Enhanced Planning Pack
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Order Ship Express
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Order Fulfillment Worksheet
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- Introduction
- Recalculate Availability with the Order Fulfillment Worksheet
- Automatic Reservation with the Order Fulfillment Worksheet
- Split Allocation with the Order Fulfillment Worksheet
- Create Warehouse Shipments with the Order Fulfillment Worksheet
- Create Picks with the Order Fulfillment Worksheet
- Use the Pick Worksheet in the Order Fulfillment Worksheet
- Assemble to Order with the Order Fulfillment Worksheet
- Order Fulfillment Worksheet Published Events
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Import Export PowerTool
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Quality Inspector
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- Assign Tests to an Inspector
- Create a Purchase Order Test
- Receiving Automation
- Assign and Review Tests in Quality Inspector
- Create Ad Hoc Quality Tests in Quality Inspector
- Perform Inventory Movement in Quality Inspector
- Create Quality Inspection Template and Connect to a Customized Table in Quality Inspector
- Create a Test Using Test Results in Quality Inspector
- Create a Test in Quality Inspector that is Available with Microsoft Teams
- Block and Unblock Lot Transactions in Quality Inspector
- Restrict the Use of a Lot Transaction When a Test has a Past in Quality Inspector
- Manage Image Attachments in Quality Inspector
- Automate Block and Unblock Lot Transactions in Quality Inspector
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Cycle Count Scheduler
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Proof of Delivery
Barcode Rules
Barcoding is a key feature of Warehouse Insight with two primary focuses:
- Symbology
- Data Encoding
Symbology
This refers to the type of barcode (e.g., Data Matrix, Code 39, UPC, GS128, and QR).
Warehouse Insight does not interact with the symbology directly. The handheld devices/scanners are configured to read these symbologies and send the data to the application as text.
Note: If your scanner is not reading (e.g., light stays red), consult the device’s scanner settings for how to configure various barcode symbologies. If the scan is read correctly (e.g., light turns green or beeps) but nothing occurs in the Warehouse Insight software, contact Support.
Data Encoding
This refers to the data encoded inside the barcode. The data (barcode formats) that Warehouse Insight supports are contained within the following table.
Type | Format | Example(s) |
Bin | %B%BinCode | %B%A01-03 |
Count Sheet | %C%CountSheetName | %C%TEAM-01 |
Count Tag | %TG%BinCode/ShelfNumber %TG%BinCode/TagNo |
%TG%A01-03/ShelfC %TG%A01-03/4786 |
License Plate | %LP%LicensePlateNumber | %LP%LP00001 |
License Plate Template | %LPT%LicensePlateTemplateCode | %LPT%8INCHBOX |
Location | %LOC%LocationCode | %LOC%WHITE |
Production Order | %P%ProdOrderNumber LineNumber
OP:OperationNumber (optional) LN:LotNumber (optional) |
%P%RP00001 10000
%P%RP00001 10000 OP:10 %P%RP00001 10000 LN:001 |
Purchase Order | %PO%PurchaseOrderNumber | %PO%PO000001 |
Sales Order | %S%SalesOrderNumber | %S%SO000001 |
Transfer Order | %T%TransferOrderNumber | %T%TO000001 |
Whse. Activity | %A%ActivityNumber ActivityType | (whse. put-away) %A%PU00001 1 (whse. pick) %A%PI00001 2 (whse. move) %A%WM00001 3 (invt. put-away) %A%IPU00001 4 (int. pick) %A%IPI00001 5 |
Whse. Receipt | %R%ReceiptNumber | %R%WR000001 |
Whse. Shipment | %WS%ShipmentNumber | %WS%WS000001 |
Assembly Order | %AO%AssemblyOrderNumber | %AO%A00007 |
For more Barcode examples, contact Support.
Bin Barcodes
Bin barcodes are a requirement for Warehouse Insight (if Bins are enabled for your location). Bin barcodes are the Bin Code or can be prefixed with the %B% as shown in the Barcode Formats table.
If you do not already have your warehouse labeled with Bin barcodes, print them with the %B% format and to set the Force Bin Prefix option to Yes on the Device Configuration Card to cut down the communication from the handhelds to Business Central.
If your Bins are already labelled (with the Bin Code), then you do not need to re-label.
Note: You can use the Bin Label report in Business Central to print out labels for your warehouse or to serve as a starting point for developing your label.
Note: With Force Bin Prefix set to No in Business Central, you cannot have items that are numbered the same as a bin as the software assumes it is a bin when scanned.
Item Barcodes
Item barcodes come in a variety of formats. They can be vendor or customer supplied (e.g., UPC Codes, GS1 formatted) or client supplied and can include numerous pieces of information not limited to the item number (e.g., quantities, variants, units of measure, expiration dates, and more).
When designing your Item Barcode labels, Warehouse Insight provides several samples in the Warehouse Insight department menu you can use as a reference. The sample labels provided come in two types of symbologies:
- Data Matrix: 2D barcode
- Code 39: 1D barcode
You may copy, renumber, and modify the reports as needed. When choosing a barcode symbology, it is best to use a 2D barcode (e.g., Data Matrix) if the data you wish to encode is long or contains special characters.
Note: If assistance is required, contact Support.
Item Barcode Rules
Depending on your environment, you may have a mix of barcodes and data formats. To handle this requirement, the application uses the Barcode Rules page. Barcode Rules allow you to configure the logic used to decode each barcode data to correctly return the various pieces of information.
By default, the installation process preloads common rules. Review the rules provided and disable any that do not pertain to your organizational needs.
Configuring the Item Barcode Rules to correctly interpret/parse a barcode requires a knowledge of Regular Expression syntax. For more information on Regular Expression syntax, see Microsoft’s Regular Expression Language – Quick Reference page or find an online Regular Expression tutorial for additional help.
Barcode Rules break out into the following pieces:
- Run Order: Use this to indicate the order rules are processed in. If a successful match is made, no further rules are processed. Your common rules should come first to avoid unnecessary processing.
- Find Text: This is the regular expression string used to parse the barcode data (e.g., 01(.*)17([0-9]{6})10(.*) ).
- Expression Groups: For each group matched by the regular expression, use $1, $2, and $3 in the Expressions to set the appropriate value.
Barcode rules can be used to capture/interpret the following information:
- Item No.
- Item No. 2: Used to find the Item No. if not already part of the barcode.
- Variant Code
- Serial No.: Used to find the Item No. if not already part of the barcode.
- Lot No.: Used to find the Item No. if not already part of the barcode.
- Expiry Date
- Cross Reference No.: Used to find the Item No. if not already part of the barcode.
- Item Identifier: Used to find the Item No. if not already part of the barcode.
- Item Reference No.: Used to find the Item No. if not already part of the barcode.
- Unit of Measure
- Quantity
If the regular expressions are not sufficient (e.g., referencing additional tables), AL code can be written by subscribing to the appropriate events.
The data parsed by the rule is sent back to the devices and is used (if possible) to help minimize data entry or to take additional action.
For example, a barcode in the format [Item Number] [LotNumber] with a physical scan of 80216-T LOT123. Scanning the item during shipping selects the correct line and causes the quantity dialog to appear with the lot number entry prefilled with LOT123.
The same scenario with a barcode format of [Item Number] with a physical scan of 80216-T selects the correct line, but when the quantity dialog is displayed, has the lot number entry blank requiring the user to type in the correct value manually.
Note: If the Item barcode contains a serial or lot number, the barcode rules can be used to retrieve the item number, expiration, variant, and quantity which can improve performance, reduce errors, and reduce barcode/label sizes.
For assistance interpreting or creating Item Barcode Rules, contact Support.
Example: Creating a Barcode Rule
Creating a Barcode Rule shows you how to define and configure a sample barcode rule. The goal is to create a rule that can parse a barcode that has Item, Variant Code, and Quantity in the barcode data.
- Open the Barcode Rules page in Business Central.
- Create a new line.
- Set the following fields:
- Run Order: “70” (The order the rule is processed with lower numbers first, and if a match is found, no other rules are looked at.)
- Find Text: “(.*)/(.*)/(.*)” (The regular expression we use to parse our barcode data with. In this example, we have three groups separated by a “/”.)
- Description: “Item + Variant + Quantity” (Can be anything and is used to quickly inform others what the rule is looking for.)
- Enabled: “Checked” (If the rule is disabled, it is not processed by the system.)
- Item No. Expression: “$1” (The first group result is put into the “Item No. Result” when the barcode is processed.)
- Variant Expression: “$2” (The second group result is put into the “Variant Result” when the barcode is processed.)
- Quantity Expression: “$3” (The third group result is put into the “Quantity Result”.)
- Type “1896-S/blue/10” and press Test All Rules.

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