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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
Pick Items with a Warehouse Pick
The following describes how to pick items on your handheld with a warehouse pick.
Note
When creating the pick in Business Central, be sure to enable the Do Not Fill Qty. to Handle toggle. This will ensure that you can use your device to enter the quantities instead.
Step 1
From the WMS Express home screen, select Pick.
Step 2
A list of available picks will be displayed.
Note
By default, if you are using logins on your handheld, a pick will only be available if it has been assigned to the logged-in user or if it is unassigned. These settings can be changed in Business Central.
- Go to the WMS Express Device Configuration page, and on the Miscellaneous FastTab, change the following settings to achieve the desired behavior (hover over a setting in Business Central for more information):
- Show All Documents
- Assign Document
Tip
By default, only the No. and Assigned User ID columns will be visible. You can customize these columns if you are using an Android handheld. For more information, see Customize the Columns on Your Android Handheld.
Step 3
Scan the pick barcode to open the pick. If you do not have a barcode you can manually open the pick with a double-tap on the pick or by tapping the pick and selecting Menu > Choose—or, if your handheld has a physical keyboard—tapping the pick and pressing Enter.
Tip
You can filter the list of picks by entering some (or all) of the pick number in the filter field. You can also scan an item to only show picks that contain that item.
Notes
- The Menu button will be replaced by the hamburger button ☰ if your handheld uses the Android operating system.
- WMS Express is designed to be used with a barcoding system. You will often be prompted to scan a document, bin, or item. If you do not have a barcode to scan, and there is no way to manually select or enter the required information, you can simulate a scan by typing on your handheld. For more information, see Simulate a Scan.
Step 4
The pick will open and display a list of items to pick.
Note
By default, WMS Express will handle the “Place” portion of the pick for you, placing each item into the shipping bin specified for the item on the pick. This setting can be changed in Business Central.
- Go to the WMS Express Device Configuration page, and on the Warehouse FastTab, change Auto Handle Pick Placements to “No.”
Important: If you disable this setting, you will need to manually handle the “Place” portion of the pick on your handheld. Do this by selecting Menu > Switch Take/Place.
Step 5
Scan the bin you want to pick from.
Step 6
Scan the item you want to pick. If you do not have a barcode you can manually select the item with a double-tap on the item or by tapping the item and selecting Menu > Change Quantity—or, if your handheld has a physical keyboard—tapping the item and pressing Enter.
Note
The bin that the item will be picked from must be entered on the pick in Business Central. If you attempt to scan an item that does not have an associated bin you will receive an error message.
You can change the pick bin for an item from your handheld as follows:
- Select the item and then select Menu > Change Bin.
- Scan or enter the new bin, then select OK.
- Make sure to scan the new bin before attempting to scan the item.
Step 7
The next step depends on how you select the item and whether the item requires item tracking information (lot and serial numbers and their expiration dates).
- Method #1: Scan the item
- A dialog box will appear prompting you to enter the quantity, unit of measure, and item tracking information (if applicable). Enter these and then select OK.
- Method #2: Manually select the item
- Scenario A: No item tracking
- A dialog box will appear prompting you to enter the quantity and unit of measure. Enter these and then select OK.
- Scenario B: Item tracking required
- The Item Tracking screen will appear.
- From the Item Tracking screen, select Menu > Add.
- Enter the quantity, unit of measure, and item tracking information, then select OK.
- Repeat for each lot or serial number.
- Once all item tracking information has been entered, select Menu > Close.
- Scenario A: No item tracking
The Qty. to Handle will be updated in Business Central.
Note
You will only be prompted to enter item tracking information if you have Warehouse Tracking enabled for the item tracking code.
Tips
- Tap the calculator icon when entering a quantity to perform basic mathematical operations, the result of which will be entered as the quantity to pick.
- You can change the default quantity that appears in the Quantity field. Go to the WMS Express Scan Behaviors page in Business Central and change the Scan Quantity Behavior. For more information, see Modify Scan Behaviors.
- Reduce manual data entry by including item tracking information in your item barcode. For more information, see (Article coming soon).
- You can modify item tracking information from the Item Tracking screen by selecting the item, then selecting Menu > Change.
Step 8
Once the items are picked, select Menu > Post. A confirmation dialog box will appear, select Yes to post the pick.
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