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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
- Show all articles ( 4 ) Collapse Articles
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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
- Over-Receiving from Handhelds
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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
- Windows Server Requirements
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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
- Show all articles ( 6 ) Collapse Articles
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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
- Show all articles ( 7 ) Collapse Articles
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Receive Items with a Warehouse Receipt
- Main
- WMS Express
- Warehouse
- Receive Items with a Warehouse Receipt
The following describes how to receive items on your handheld with a warehouse receipt.
Step 1
From the WMS Express home screen, select Receive.
Step 2
A list of available warehouse receipts will be displayed. If you have not created a warehouse receipt for the source document (purchase order, transfer order etc.) the source document will display here instead. You can open the source document and WMS Express will create the warehouse receipt for you.
Note
By default, a warehouse receipt or source document will only be available on your handheld if it has been released. Also, if you are using logins on your handheld, a document 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 Receiving FastTab, change Only Show Released Receipts to “No.”
- 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. (source document number) 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 warehouse receipt or source document barcode to open the document. If you do not have a barcode you can manually open the document with a double-tap on the document or by tapping the document and selecting Menu > Choose—or, if your handheld has a physical keyboard—tapping the document and pressing Enter.
Tip
You can filter the document list by entering some (or all) of the document number in the filter field. You can also scan an item to only show documents 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 warehouse receipt will open and display a list of items to receive.
Step 5
Scan the item you want to receive. 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 received into must be entered on the warehouse receipt in Business Central. If you attempt to scan an item that does not have an associated receiving bin you will receive an error message.
Step 6
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.
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 receive.
- 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 7
Once the items are received, select Menu > Post. A confirmation dialog box will appear, select Yes to post the receipt.
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