Warehouse Insight

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Factboxes

FactBoxes are a feature of Dynamics 365 Business Central that provides users with helpful information about the page being viewed. Now, this concept is being brought to Warehouse Insight 2.5.
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19. Configuration

  • Date:
  • By: Insight Works
  • Categories: User Guide
There are two primary configuration points that need to be set up prior to utilizing the device software. NAV Device Configuration Code & Software Configuration
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Display a Custom Image on Your Device

You can add a custom image to the home screen of the Warehouse Insight application on your device. This can be useful if you want to display corporate branding information, or if you have multiple device configurations and you want to see which configuration your device is using at a glance, without having to go into the configuration menu on the device.
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Attaching Documents from the Scanner

There are times where you may need to create custom handling for documents, images, or signatures captured by the handheld device. Warehouse Insight 2.2 provides a mechanism to create a custom handler for files sent to Business Central from the handheld device.
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Capture Image on Sales Order

In some cases, users of Warehouse Insight will want to be able to take pictures and add that picture to the document from their mobile devices. This article will walk through the steps and code required to add capture a picture on a Sales Order from the device and add it as an attachment to the document.
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1. Introduction

  • Date:
  • By: Insight Works
  • Categories: User Guide
This document is intended to provide an overview of the basic usage and capabilities of the Warehouse Insight application.
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18. Scratchpad

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  • By: Insight Works
  • Categories: User Guide
The “Scratchpad” application is an “Offline Application” and can be used to gather various information.
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17. License Plates

  • Date:
  • By: Insight Works
  • Categories: User Guide
The “License Plates” application is responsible for managing License Plates independently of any specific document.
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16. Assembly Orders

  • Date:
  • By: Insight Works
  • Categories: User Guide
The “Assembly Order” application is responsible for processing mainly “Assemble to Stock” orders with limited support for “Assemble to Order” documents.
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12. Picking

  • Date:
  • By: Insight Works
  • Categories: User Guide
The “Pick” application is responsible for handling Warehouse and Inventory Pick transactions.
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9. Put-Aways

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  • By: Insight Works
  • Categories: User Guide
The “Put-Away” application is responsible for handling Inventory Put-aways and Warehouse Put-aways.
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8. Receiving

  • Date:
  • By: Insight Works
  • Categories: User Guide
The “Receive” application is responsible for handling inbound transactions.
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7. Basic Count

  • Date:
  • By: Insight Works
  • Categories: User Guide
The “Basic Count” application can be used to perform inventory counts, when the Advanced Inventory Count application has not been purchased. The Basic Count primarily acts an interface around the Physical Inventory Journal. If the Advanced Inventory Count application has been purchased it should be used instead of the Basic Count.
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6. Advanced Inventory Count

  • Date:
  • By: Insight Works
  • Categories: User Guide
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 instead use the “Basic Count” application.
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3. Main Landing Page

  • Date:
  • By: Insight Works
  • Categories: User Guide
The initial interface is broken into several applications. The typical default installation will look like this:
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2. Overview

  • Date:
  • By: Insight Works
  • Categories: User Guide
This section will describe those general concepts and subsequent sections will detail individual modules. Where applicable the individual modules will override the general behavior described here.
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7. Device Configurations

In order for the devices to connect to Business Central at least one Device Configuration must be created. Navigate to the “Device Configurations” page in Business Central.
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6. User Logins

The sign in information is combination of the User ID and Web Service API Key (password). To check your user login credentials, navigate to “Users” in Business Central.
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4. Configuring the Software

After all the previous sections have been completed you will now be able to run the Warehouse Insight application on the device if it is not already running. After initial launch you will be presented with the Welcome or Configuration screens.
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3. Device Installation

While the specifics for setting up each device differ based on the make and model the general steps are applicable to all. Listed below are the general steps required.
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2. Extension Installation

In Business Central navigate to the “Extensions” page. From the “Extensions” page open the “Extension Marketplace”. This will open an external web site (Marketplace).
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1. Overview

This document will describe the steps required to install and configure the Warehouse Insight application for Business Central SaaS.
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Ship and Invoice Sales Order

In some cases, users of Warehouse Insight will want to be able to invoice documents in addition to shipping when posting.  This article will walk through the steps and code required to Ship and Invoice a Sales Order.
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A. PDA Menus

  • Date:
  • By: Insight Works
  • Categories: App Designer
PDA Menus are integral to the Application Development process.  Menus define their interactions with Applications via the “Standard Action” property.  Each of the standard actions are briefly described below where they directly pertain to Application interactions.
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B. Extension Codeunits

  • Date:
  • By: Insight Works
  • Categories: App Designer
Inevitably when designing an application you will need to handle data requests in NAV.  This document has provided examples of NAV code where required.
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9. Designer Logic Blocks

  • Date:
  • By: Insight Works
  • Categories: App Designer
The designer logic blocks are used to control process flow through the application. The following sections will outline each available action and provide a brief example of how the action can be used.
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7. Designer Context Blocks

  • Date:
  • By: Insight Works
  • Categories: App Designer
The designer context blocks are primarily responsible for putting data into the global context so that they can be referenced by the application blocks or NAV.
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6. Designer Action Blocks

  • Date:
  • By: Insight Works
  • Categories: App Designer
The designer actions generally do not show input/dialog controls to the user but are instead intended to facilitate the process logic between elements.
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5. Designer Interaction Blocks

  • Date:
  • By: Insight Works
  • Categories: App Designer
The designer interactions are generally user interfaces designed to show information to the user or to gather feedback (input dialogs, quantity dialogs, message boxes, etc).  The interface presented for the most part cannot be further customized but may present slightly differently depending on the operating system running Warehouse Insight.
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4. Designer Event Blocks

  • Date:
  • By: Insight Works
  • Categories: App Designer
The designer events are generally triggered either by actions taken by users (scanning barcodes, pressing menus, etc.) or by specific processes internal to the application framework (opening or closing an application, loading data, etc.).  There should only be one instance of an event per application and should only be added to the application as needed.
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2. Getting Started

  • Date:
  • By: Insight Works
  • Categories: App Designer
To get started creating Applications you should already have the prerequisite components in place and access to a test device.  This section will describe the configuration and walk through creating a very simple “Hello World” application.
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1. Overview

  • Date:
  • By: Insight Works
  • Categories: App Designer
The App Designer provides a simple way to add new apps to Warehouse Insight, or to extend existing apps with new business logic.
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3. Designer Interface

  • Date:
  • By: Insight Works
  • Categories: App Designer
The interface for designing applications consists of a pre-set number of blocks.  Each control/block performs a specific task or encompasses a pre-defined event in the system.
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