4. Configuring the Software

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Note: For earlier versions of Warehouse Insight, find the documentation here.

After the previous sections have been completed, you can run the Warehouse Insight application on the device if it is not already running. After the initial launch, you are presented with the Welcome or Configuration screens. The following sections outline the configuration settings to enter.

Note: If prompted, the default configuration password is “1234”.

Android Devices

When the application is first launched, you are presented with the Welcome screen.

If you have already configured your Data Intent settings, scan the barcode provided in Step 2 of the Install report, and skip to Signing in. If not, click Manual Configuration and use the following steps to complete the configuration.

Manual Configuration

Use the information provided in Step 2 of the Install report to manually configure the application.

System Configuration

  1. Input the following information on the System page:
    1. Configuration Code: Indicated on the Install report or may be found in Business Central under the Device Configurations page.
    2. Web Service: Indicated on the Install Report or may be found in Business Central under the Web Services page for the WHI web service SOAP URL.
    3. Company Name: Indicated on the Install Report or entered as displayed in Business Central.
  2. Press Menu and select Logins.
  3. Click Yes to save changes.

Login Configuration

  1. Set the Login Method to Windows on the Logins
  2. Press Menu and select Close.
  3. Click Yes to save the Login changes if prompted.

Windows Devices

When the application is first launched, you are presented with a blank main screen.

If you have already configured your barcode wedge settings, scan the barcode provided in Step 2 of the Install report and skip to Signing in. If not, click on Configure and use the following steps to complete the configuration.

Once all configuration changes have been, made press Close and choose Yes to save your changes.

Manual Configuration

Use the information provided in Step 2 of the Install report to manually configure the application.

System Configuration

  1. Input the following information on the System page:
    1. PDA Code: Indicated on the Install report or may be found in Business Central under the Device Configurations
    2. Web Service: Indicated on the Install Report or may be found in Business Central under the Web Services page for the WHI web service SOAP URL.
    3. Nav Company: Indicated on the Install Report or should be entered as displayed in Business Central.

Login Configuration

  1. Set the Login Method to Windows Authentication on the Logins
  2. Set Default Username (hardcoded or left blank; if hardcoded, enter the user’s login credentials).
  3. Set Default Password (this can be hardcoded or left blank; if hardcoded, enter the user’s Web Service Access Key).
  4. Leave Default Domain
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