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SalesPad Cloud Barcode

Overview

SalesPad Cloud Barcode makes it easier to manage inventory in a single location, multiple locations, or in locations with multiple bins. With SalesPad Cloud Barcode, inventory transactions are made easier and more efficient by scanning item barcodes for multiple inventory functions within the Location.

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Supported Hardware

Before getting started with SalesPad Cloud Barcode, make sure that you are using the right device. The following are supported by SalesPad Cloud:

Mobile devices:

Scanning devices:

Note: SalesPad Cloud does not support scanning from an Apple device; you must use a separate scanning device.

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Log In to SalesPad Cloud Barcode

To log in to SalesPad Cloud Barcode, enter the same email and password that you use to log in to SalesPad Cloud. Toggle Remember Me if you want the device to remember your login credentials, then select Log In. 

Select a company from the list of available companies. 

Select the warehouse you will be working from, then select Go! at the bottom of the screen. This will bring you to the main SalesPad Cloud Barcode screen. From here, you can navigate to screens that allow you to adjust inventory in or out, process a bin transfer, accept a transfer, receive inventory, conduct an inventory lookup, conduct a stock count, pick inventory, or confirm a delivery. 

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Select a Location

To change Locations, select the Location at the top of the menu, then select a new Location from the menu that appears. 

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Adjusting In and Out

Adjusting inventory in and out is standard process for any company, and SalesPad Cloud Barcode streamlines that process.

Adjust In

Adjustments in are slightly different for serial tracked, lot tracked, and non serial items. 

SERIAL TRACKED ITEM

To adjust in serial tracked items, select Adjust In from the menu on the left-hand side of the screen.

Select a serial tracked item from your master list of items.

Select a bin and UofM for the item. Cost is automatically brought in from pricing information in SalesPad Cloud, but can be manually adjusted, if needed.

Enter the serial number for the item either by typing it in or scanning the item's barcode, then tapping the green Add button. 

Add additional serial numbers as needed. To delete serial items from the list, swipe left on the item to reveal a delete option. 

Once you are finished assembling your list of serial tracked items, select Post at the bottom of the screen to adjust the items into your inventory. 

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LOT TRACKED Item

To adjust in lot tracked items, select Adjust In from the menu on the left-hand side of the screen.

Select a lot tracked item from your master list of items.

Select a bin and UofM for the item. Enter the lot number for the item either by typing it in or selecting the Lookup button to view a list of existing lots to choose from. Enter quantity information in the Quantity field. Cost is automatically brought in from pricing information in SalesPad Cloud, but can be manually adjusted, if needed. 

Select Post at the bottom of the screen to adjust the items into your inventory.

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Non-Serial or Lot Tracked Item 

To adjust in non-serial or lot tracked items, select Adjust In from the menu on the left-hand side of the screen.

Select a non-serial or lot tracked item from your master list of items. 

Select a bin and UofM for the item and enter quantity information in the Quantity field. Cost is automatically brought in from pricing information in SalesPad Cloud, but can be manually adjusted, if needed. 

Select Post at the bottom of the screen to adjust the items into your inventory. 

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Adjust Out

To adjust out items, select Adjust Out from the menu on the left-hand side of the screen.

Follow the same process for adjusting different Item Types into inventory. Please refer to the relevant section in the Adjust In category.

Note: Adjusting out requires sufficent quantities to post transactions. 

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Transferring

SalesPad Cloud Barcode allows you to easily accept inventory transfers, receive confirmations for transfers between warehouses, and create transfers from the warehouse used in the app to another warehouse in your company. 

Accept a Transfer

To accept a transfer via SalesPad Cloud Barcode, you will first need to create an inventory transfer in either the SalesPad Cloud web application. See our adjustments documentation for more information on creating a transfer in SalesPad Cloud. 

Once the inventory transfer is set up in SalesPad Cloud, select Accept a Transfer from the SalesPad Cloud Barcode app. 

A list of transfers waiting to be received will populate. Select the transfer you created in SalesPad Cloud. 

Choose which items to receive and adjust quantity information if needed. If you choose to only receive some of the product in the transfer document, SalesPad Cloud Barcode will automatically split the transfer and put rest of items on a new inventory transaction.

Note: If you are accepting a transfer to a mulitbin Location, you will need to select a bin at the top of the screen.

Once you are finished selecting the items you want to accept, select Confirm Transfers at the bottom of the screen to complete the transfer. 

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Create a Transfer

To create a transfer from your current Location in SalesPad Cloud Barcode, select Create a Transfer

Note: Transfers created in SalesPad Cloud Barcode must be transfers from the currently selected Location (in this documentation, the Lowell warehouse) to another Location.

Select the + button in the upper right-hand corner.

Choose a warehouse to transfer to by selecting the Select a Warehouse button.

Add items to your transfer by selecting the + button in the upper right-hand corner.

Select an inventory item from the Select an Item screen. That item will be added to your transfer. Since the transfer is from the currently selected warehouse, this screen only displays inventory in that same warehouse.

If you select a serial or lot tracked item, you will be redirected to a screen that allows you to select from a list of serial/lot items currently in your warehouse. Choose from these items by selecting the + Add a Serial / + Add a Lot button at the bottom of the screen.

To change quantity information for a non serial/lot tracked item, select that item from your transfer and enter the quantity information on the next screen.

Select the Transfer button in the upper left-hand corner to return to your transfer.

When you are finished adding items to your tranfer, select Save at the bottom of your screen.

Your transfer is now available to be received by the appropriate warehouse.

Note: Transfers from your currently selected warehouse that have not yet been received will appear on the Transfers screen in SalesPad Barcode. Select any of these transfers to make changes to them.

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Receiving

To receive inventory via SalesPad Cloud Barcode, select Receiving from the menu on the left-hand side of the screen. 

While on the main screen of the Receiving module, you can scan the barcode for the purchase order, receipt, or vendor item you wish to receive, or you can select from a list of options. 

Select Purchase Orders to search all un-posted, released purchase orders. Select Vendors to search for purchase orders associated with each of your vendors. Select Receipts to view all purchase receipts in the currently selected receiving batch, and select Select Receiving Batch to change receiving batches. 

Once you've selected a purchase order, either by scanning it, finding it in the Purchase Orders lookup, or finding it by searching for purchase orders by vendor, purchase receipts associated with the purchase order will display. If there are no associated purchase receipts, SalesPad Cloud Barcode will generate a new purchase receipt. Once a specific purchase receipt has been selected or generated, the Receipt Entry screen will display the receipt. 

Once you've opened a receipt, select or scan item numbers/UPC/SKU information to fulfill the items. Selecting a non-tracked item will redirect you to a screen that allows you to enter quantity information.

Serial or lot information that is missing from a purchase receipt will be indicated by red highlights and text.

Select the serial/lot-tracked item to edit quantity, serial, and/or lot information either manually or by scanning item numbers. Once the serial or lot information has been entered, select Add to add it to the purchase receipt.

Note: This screenshot is for a serial-tracked item being receiving into a multibin warehouse. For non-multibin warehouses, the Bin section will not be visible. For lot-tracked items, there is a separate text box with a stepper for adjusting quantity. 

To remove serial/lot information from this screen, simply swipe left on the number you wish to remove. Select Back to return to the Receipt Entry screen.

Once you are finished fulfilling items on a purchase receipt, select Save at the bottom of the screen to save your changes.

Non-Multibin Receiving

The Receipt Entry screen for a receipt in a non-multibin warehouse will display a list containing each line on the purchase receipt. Each line displays the item number, UofM, quantity on receipt, the purchase order number (if the purchase receipt line is attached to a purchase order line), and the quantity received on the purchase order.

Quantity received on the purchase order is a value on the purchase order line representing the sum of the quantities of associated receipt lines, which means that this number will not update until the receipt is saved. If you open a receipt with quantity already on it, the quantity on that receipt line will be reflected on the corresponding  purchase order line. If you then make a change to the quantity on the receipt line and save the receipt, quantity on the purchase order line will be adjusted up or down by the amount changed. 

Multibin Receiving

Receiving in a multibin warehouse is very similar to receiving in a non-multibin warehouse. The receipt view is much the same, except that the line entries can be groups of line items pointing to different bins, so that you can receive to different bins. Items are generally grouped by Item Number, PO Number, and UofM. The exception to such grouping is tracked items in a non-base UofM. These items will be displayed separately so that they can be received in the base UofM.  

When an item has been selected to fulfill, a screen displaying available bins will appear. Select or scan the desired bin. The following screenshot is for a non-tracked item. Serial/lot tracked items will also have serial/lot entry fields on this screen.

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Inventory Lookup

To look up inventory information in SalesPad Cloud Barcode, select Inventory Lookup from the menu on the left-hand side of the screen. 

Select an item from your master list of items.

Inventory information for that item will appear. Select from the Details, Warehouse/Bins, Receipts, and Adjustments options at the bottom of the screen for different data screens.

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Stock Counts

To conduct a stock count using SalesPad Barcode, select Stock Counts from the menu on the left-hand side of the screen.

Select a stock count to conduct from the Stock Count screen. If you do not see a stock count on this screen, it is because you haven't started one in SalesPad Cloud.

Once you've opened the stock count, select New in the upper right-hand corner to create a child stock count. The child stock count is what you will use in SalesPad Cloud Barcode. Multiple employees can conduct child stock counts at the same time.

Now that you've created a child stock count, you can begin scanning items in. To scan in an item, select the camera icon in the upper right-hand corner.

Once you're done scanning in items onto your child stock count, select the Save button at the bottom of the screen to save and complete the child stock count. Once all the child stock counts are finished in SalesPad Cloud Barcode, you will need to finish the parent stock count in SalesPad Cloud.

Note: If the stock count created in SalesPad Cloud is a Cycle stock count, you can only scan in items that have been added to the stock count in SalesPad Cloud. If the stock count is a Physical count, you can scan any of your inventory items onto the count.

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Picking

To pick inventory using SalesPad Cloud Barcode, select Picking from the menu on the left-hand side of the screen. 

Choose a default Workflow and batch for picking, if you have not already done so. Select Go! when you're ready to proceed.

Scan the barcode of the item you wish to pick, or suggest or search for a document to pick from in the Picking screen.

Select the item(s) you wish to pick.

Select the + Add a Bin button at the bottom of the screen to select bins to pick from, then select a bin from the screen that appears.

After you've selected a bin, enter quantity information by selecting the quantity information field.

Enter quantity information in the screen that appears and select Back when you've finished.

When you've finished entering bin and quantity information, select Picking to return to the sales document.

Select Finish at the bottom of the screen to complete the picking process.

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Delivery Confirmation

To sign a sales document using SalesPad Cloud Barcode, select Delivery Confirmation from the menu on the left-hand side of the screen.

Sales documents are flagged as needing a signature via Workflow in SalesPad Cloud. To learn more about Workflow and how to create a Workflow that requests signatures on sales documents, please review our documentation.

In SalesPad Cloud Barcode, select the Please make a selection buttons to choose the Workflow, then the batch, you want to use when searching for documents that need signatures. 

Once you've made your selections, tap the Go! button at the bottom of the screen.

Note: To change Workflows, select the Edit Workflow button in the upper right-hand corner.

A list of documents needing signatures will appear. Select the document you want to sign.

A summary of inventory items on the document will appear. Review that information, then select Sign at the bottom of the screen to proceed to the signature capture screen.

Sign the document using a stylus or your finger, then select Done to save the signature.

If the next step in your Workflow is for the signed document to be emailed, select Email in the upper right-hand corner of the document to alter the email address the document is sent to (the default is the Shipping Contact's email address).

Documents that have been signed in SalesPad Cloud Barcode will be flagged as Signed in SalesPad Cloud via a blue badge in the upper right-hand corner of the document.

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