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DataCollection Mobile User's Manual

Overview

DataCollection GP adds a variety of functionality for your iOS or Android device. From the palm of your hand, you can take the power of DataCollection and have the following modules at your disposal: Picking, PO Receiving, Packing, Site Transfers, Bin Transfers, Stock Counts, Inventory Adjustments, and Returns. DataCollection is designed to support business flows by tracking product inventory in a fast, dedicated, and efficient manner. This guide provides a complete and comprehensive overview to the usage of all DataCollection Mobile modules.

Note: The screenshots used in this documentation come from an iOS device. Android users will see slightly different screens, but the functionality is identical.

Security

To access DataCollection for iOS it must first be enabled in the Security Editor (Modules > Security Editor).

  1. Go to Security Editor on the Administrative dropdown.
  2. Turn on the Mobile securities and check the desired securities. It would be wise at this point to enable all mobile securities.
DataCollection System Requirements

DataCollection iOS requires an Apple device operating iOS version 9.0 or newer.

DataCollection iOS supports the Honeywell Captuvo Sled line.
Officially Supported Captuvo Devices:

  • Captuvo SL22
  • Captuvo SL22/42
  • Captuvo SL62

Other Captuvo sleds may work, but we do not directly support them. We also support the Socket Mobile SocketScan S740 cordless hand scanner.

DataCollection Android works with select Zebra scanners.

DataCollection Mobile Installation

DataCollection can be downloaded from the Apple App Store. Below are some instructions on how to download the application:

  1. Open the Apple App Store.
  2. In the App Store’s search functionality, search “SalesPad” or “SalesPad DataCollection”.
  3. From the results, select SalesPad DataCollection. It is easily recognized by the orange and white barcode logo.
  4. Select download. When the application finishes downloading and installing automatically, it is ready to be used.
DataCollection Mobile Configuration
DataCollection Demo

DataCollection iOS offers a Demo connection and server setup for users to try out and explore the application and the various transaction modules and their functionality. No additional setup is needed for using the Demo.

Upon startup of the DataCollection application for the first time, the Demo connection will automatically be loaded and set up for use. Additionally, the Demo connection cannot be edited for any reason. The username for the demo connection is simply “salespad” and should be loaded directly into the username field already. If by accident the username field was cleared, it can be re-entered using the virtual keyboard. No password is needed to login to the Demo server, simply select the Sign In button to continue.

Adding a New Connection

To set up DataCollection Mobile:

  1. From the DataCollection sign on screen, tap on the + to add a new connection. This will display the Connection Setup screen. From here, the name of your connection can be specified along with other fields such as Server Address, Server Type, and Port Number. Further explanation of these fields is described below.
  2. In the Server Address text box, enter the IP address of the server running the Data Collection service followed by the port number (default is 5501).
  3. For server type select either Windows, IIS, or Custom:
    • Selecting the lookup under Server Type tells DataCollection to automatically append the default suffix to the server URL for this connection type. Select this option if you are running DataCollection service from the DataCollection Console.
    • Selecting the IIS option tells DataCollection not to append a suffix to the server URL for this connection type. Select this option if you are running DataCollection service from a website hosted on IIS.
    • Selecting the Custom radio button tells DataCollection not to modify the server URL in any way. Select custom if you have modified the service URL and it now differs from the default one.
  4. Tap the Submit button to exit the Connection Setup screen to return to the sign in screen.
  5. If the details of a connection ever need to be modified, you can do so by pressing the Gear icon to the right of the currently selected connection name. The current connection’s details will open again in a connection setup screen for you to modify as you please.

Use SSL

If the server is configured to use SSL (https), this switch should be on. Otherwise, it should remain off.

Automatic Login

Select this option if you prefer to sign in automatically when the application starts.

Save Password

Select this option if you prefer to allow the application to store the password for the user.

Navigation
Login Screen


To log in to DataCollection Mobile, follow the instructions below:

  1. Between the Add Connection (+ Icon) and Connection Settings (Gear Icon) displays the current Connection Name. (This field will be marked default on first use of the application.) Select the connection you would like to you use.
  2. Enter the User Name and Password. These fields are case sensitive.
  3. Tap the Sign In button.
  4. If the authentication is successful, the Main Menu will display where you can choose one of the inventory transactions available to start working.
Common Error Messages

ConnectFailure (Connection refused) – This connection error can be displayed if the DataCollection Server is not running as intended. Verify that the server is on by opening DataCollection Console and clicking the Start button under the DataCollection Server tab. Also verify the correct port number is entered in the Connection Setup screen on the mobile device.

NameResolutionFailure – Verify that the server address or server name has been entered correctly. Also, check to make sure that your WiFi is on and connected.

Main Menu

The Main Menu is a central screen from which users navigate to the functions available in DataCollection Mobile.

To start a transaction, select from one of the transaction modules available: Picking, PO Receiving, Packing, Site Transfers, Bin Transfers (Multi-Bin only), Stock Counts, Inventory Adjustments, or Returns.

Note: DataCollection requires a constant connection to the wireless network. All processes are real-time. SalesPad does not support batch processing (scan a batch of items in a disconnected state and then upload that information at a later time).

Input Types

DataCollection offers several ways of inputting data into the various fields all throughout the application. A user can take advantage of the built-in virtual keyboard to enter information. Tapping on any text field within the application opens the device’s virtual keyboard. You may use this tool either as a primary or alternate way of entering data into the application.

Alternatively, users can also select data from respective field lookup buttons, usually located on the right side of each cell within the screen.

Data can be scanned in via mobile scanners and uploaded to the selected fields. Several options exist to help complement scanning as well. Refer to the section labeled Application Accessories for more information on available devices to use in tandem with DataCollection Mobile.

Usage

There are a variety of different modules that alter the way DataCollection for iOS is used. Below you will find a comprehensive overview of all DataCollection iOS modules.

Mobile License Manager

The Mobile License Manager allows users to add licenses for mobile devices on which the DataCollection mobile client will be installed. Without this license, the DataCollection mobile client will not be able to connect to the DC service.

Add License (Automatic)

To allow DataCollection to automatically assign licenses when users log in to the DC mobile client, go to Settings in DC Console and set the Auto Assign Mobile License setting to True.

You can view and modify added licenses on the Mobile License Manager screen.

Delete License

Select an existing license you wish to delete and click the Delete button. Click Yes on the resulting confirmation prompt to permanently delete the license.

Edit License

Select an existing license and click the Edit button. The “Mobile License Editor” window will be displayed. Modify the desired values and click OK to save your changes.

Note: That the device ID and module fields are not editable. To change these values, you will need to delete the license entry first and then add it again with new values.

PO Receiving

DataCollection offers a variety of options for receiving. When you select PO Receiving from the Main Menu, you see the PO Receiving screen shown below. DataCollection iOS does not support PO Receiving without a PO number. See the Settings section for more information.

  1. Scan or enter a purchase order number. You may only receive against a new or released PO.
  2. Enter an item number in the Item field. You may also tap on the item arrow to look up all the sales line items on that purchase order. Selecting an item number from the lookup list will automatically load it onto the modules main interface.

    Note: If you have more than one sales line for the same item number, the lookup displays distinct sales lines for those items and they will need to be received separately.
  3. If the item is a lot tracked item, the “Lot” field will appear on the screen:

    Tap the lookup to open the Lot Attributes screen, which allows users to view lot attributes including expiration and manufactured dates.

    Note: Lot Attributes are set up in Dynamics GP on the Item Maintenance Options screen.
  4. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field. You may also generate serial/lot numbers automatically by tapping the Auto button. If you select this option, you will need to enter the number of serials desired and a serial/lot number format depending on your settings. See the section Auto Assign Serial/Lot Number Format for details.
  5. Enter the quantity. If you enter a quantity higher than the quantity to receive in the sales line item, you’ll be prompted to confirm over-receiving on the item. You may have this field auto-populate every time the screen loads by entering a value in the Default Receiving Quantity setting in the DC Console.
  6. If GP has the multi-bin option enabled, you will see the bin field on the screen. Enter the bin to receive against. You may also tap on the lookup arrow to find all the bins on that site. Select the bin desired.

    If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the DC Console, the application will automatically create that bin for you. To add a bin in this fashion, simply enter the name of your new bin in the text field manually.
  7. Enter the site you want to receive against. You may auto populate this field every time the screen loads by entering a warehouse in the Default Warehouse setting in the DC Console.
  8. Tap the Submit button to finish.
  9. Repeat steps 2 though 7 until the PO is fully received. When the purchase order is fully received, a message will appear at the top of the screen informing the user and displaying the receipt number.
    Note: If you make a mistake while entering data or if you scanned the wrong bar code, you may backspace on that field and correct your data. The Clear button clears all fields on the form. The list of fields to clear may be adjusted in the DC Console via the setting Receiving Fields To Clear.
    Note: DataCollection Mobile does not post any transactions in Dynamics GP. Users must post the receipt manually.
Auto Assign Serial/Lot Number Format

You may specify the format of the serial/lot numbers used during the automatic generation process.

In the DataCollection Console, click on the Settings button in the toolbar and find the two settings below in the miscellaneous section.

The default format is “{0:yyyyMMdd}_{1:0000}” which adds the system date in yyyyMMdd format as a prefix to the auto incrementing number. You may change this format number to fit your needs.

If you set any of these settings to manual, you may enter the number format during the receipt by tapping the Auto button in the serial/lot field. If you prefer to use Dynamics GP number formats you may set these settings to blank. During the receipt, you only need to enter the number of serials to generate and skip the format text box.

Note: If you adjust settings in DataCollection Console, you will need to log out of both the console client and mobile application and log back in before the changes can take effect. Before logging out, any changes must be saved on the console.

PO Receiving Settings

Adjust the following DataCollection Console settings as necessary. Save any changes you make in DataCollection Console and log back in to both the console and mobile application for changes to take effect.

PO Receiving General Settings

Auto Generate Lot Numbers Format - Sets the format of the auto generated lot numbers created during receiving on DataCollection Console.

Auto Assign Serial Number Format - Sets the format of the auto generated serial numbers created during receiving on DataCollection Console.

Can Over Receive - When set to True, the user can receive items even when the quantity to receive is greater than the quantity ordered.

Default Receiving Batch - A value used to determine the default batch during receiving.

Default Receiving Bin - A value used to determine the default bin during receiving.

Group Receipt Lines - When set to False, a new receipt line will be created every time new quantity is received for the same item.

Prompt When Over Receiving - When set to True, DataCollection prompts the user to allow or prevent over receiving when the quantity received exceeds the quantity ordered.

PO Receiving Scanner Settings

Allow Auto Generate Serial Lot - Determines whether the auto-generate button will be enabled on the scanner on Receiving and Inventory Adjustment. Set this to False if you’re using serials or lots that are generated outside of Dynamics and you need the users to scan the values in when receiving.

Allow Item Lookup Selections As Scanned Receipt Items - If set to True, the quantity field will be incremented when the user selects an item through the lookup screen when the setting Increment By Scan is enabled.

Auto Generate Bin Numbers - Creates bin numbers if the bin is empty based on the Auto Generate Bin Numbers Format setting.

Auto Generate Bin Numbers Format - The layout of the bin numbers that will be auto generated. Defaults to an incrementing integer with an Auto prefix. (ex Auto:100)

Auto Submit Receipts - If enabled, this setting allows serial/lot numbers to be auto-generated and receipts to be automatically submitted when the PO number and item number are entered.

Catch Weight Separation Character - Specify a character that will separate the lot number and weight when receiving catch weight items.

Clear Bin On Submit - Clears the Bin field on submit.

Client Auto Assign Lot Number Format - Sets the format of the auto generated lot numbers created during receiving using DataCollection on a handheld scanner.

Client Auto Assign Serial Number Format - Sets the format of the auto generated serial numbers created during receiving using DataCollection on a handheld scanner.

Default Receiving Quantity - The number that will default into the quantity text box on the receiving screen when using the handheld scanner.

Enable Classic Receiving - When set to True, the handheld receiving screen will skip the receipt header screen and go directly to a PO Receiving screen like older version of DataCollection. Receipts generated with this enabled will be Shipment Receipts.

PO Lookup Cutoff Date - Enter the PO date field that specifies which date to use as a cutoff during PO Lookups. The options are: Promised_Ship Date, Promised_Date, Required_Date.

PO Lookup Date Range - Enter the number of days to use as date range criteria during PO Lookups. The value sets both the number of days in history that the search will go back and the cutoff date.

Receipt Types Allowed - Defines a list of Receipt Types that will be allowed in Receiving. Currently, Shipment and Shipment Invoice are the only supported Receipt Types. This setting is used to populate the Receipt Types lookup on the Receipt Header screen for Receiving; Enable Classis Receiving must be false.

Receiving Increment By Scan - If set to True, the quantity field in the Receiving screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned. This setting cannot be used when the setting Suggest Next Item To Receive is enabled.

Receiving Pre Submit Script - Receiving C# script that executes when the Submit button is clicked before the transaction is saved.

Receiving Post Submit Script - Receiving C# script that executes when the Submit button is clicked after the transaction is saved.

Require Bin On Submit - If set to True, users are required to enter a value in the Bin field when they submit the transaction.

Require PO On Submit - When True, the receiving screen will require a Purchase Order number in order to receive items.

Reuse Auto Generated Bin Numbers – Allows each mobile device to reuse the last bin number it generated.

Suggest Next Item To Receive - If enabled, suggests the next item to receive in the order in which it is listed on the sales document. Upon tapping Submit, DC Mobile automatically loads the next item to the item number field.

Use PO Number As Receipt Batch - If True, batch names will match the receipt number. If False, all receipts will be in the same batch.

General Settings

Default Warehouse - Enter the name of the desired warehouse to pre-populate the warehouse field in all DC Mobile transactions when the screen loads

Force Rescan - If set to True, DC forces users to rescan item numbers for verification purposes. The item number will clear after the first scan and the item must be rescanned to be accepted as a valid entry to allow the user to continue the transaction. When set to False, the item number will be accepted the first time it is scanned

Screen Setup Settings

Receiving Field Sequence - See Changing the Field Sequences under Additional Settings

Receiving Fields To Clear - See Modifying the Fields to Clear under Additional Settings

Receiving Select Field Sequence - See Changing the Field Sequences under Additional Settings.

Receiving Select Fields To Clear - See Modifying the Fields to Clear under Additional Settings.

Bin Transfers

The Bin Transfer screen allows users to move merchandise to other bins located in the same site. To transfer items to another bin, follow the steps below:

Note: Bin Transfers is only supported if the Multi-Bin option is enabled in Dynamics GP. If this setting isn’t enabled, the Bin Transfers screen will not appear as one of the options in the DataCollection main menu screen.

  1. Scan the item or enter the item number manually.
  2. If the item you entered is serial or lot controlled, additional fields below the item number will populate to display the proper tracking information related to the item. For example, if the item is serial tracked, the Tracking field will display Serial_Numbers and immediately below that field will be a lookup field for assigning serial numbers to the item. If the item is neither serial nor lot tracked, Tracking will display None.
  3. Enter the bin you are transferring the item from. You may also tap on the lookup arrow to see all bins containing the item. You may also enter the site for more precise searches. Select the bin desired.
  4. Enter the bin you are transferring the item to. You may use the lookup arrow here as well. If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the DC Console Settings, the application will automatically create that bin for you.
  5. Enter the quantity and select the unit of measure from the lookup arrow.
  6. If applicable, you can enter or view notes in the Note field.
  7. Tap the Submit button.
Respective Transactions

The following validations are performed when data for the transfer is entered, before the transaction is submitted:

  • Site: By default, this field will be set to the warehouse established in the setup. If the lookup arrow is clicked, validation is run to gather all available sites. No validation is performed for Site IDs manually entered.
  • From: If the lookup arrow is clicked, validation is run to check for bins within the site selected. However, an invalid From Bin can be manually entered.
  • Item: Verifies the item number is not blank
  • S/L: When manually entering S/Ls: verifies that duplicated serials are not entered. When the  is clicked: verifies serials exist for the item number entered.
  • To: If the lookup arrow is clicked, validation is run to check for bins within the site selected. However, an invalid To Bin can be manually entered.
  • Qty: Verifies that a number/decimal is entered
  • Note: No validation performed

Once the transfer is submitted, the following fields are validated:

  • Item number is checked for existence
  • If the From Bin is the same as the To Bin, the transfer will not be completed
  • To Bin is checked for existence
  • Serial / lot is checked for validity
Bin Transfer Settings

Below describes Bin Transfer and General Settings for Bin transfers. Adjust these settings as necessary. Save any changes you make in DataCollection Console and log back in to both the console and mobile application for changes to take effect.

Bin Transfer Scanner Settings

Allow Item Lookup Selections As Scanned Transfer Items – If set to True, the quantity field will be incremented when users select and item through the lookup screen when the setting Increment By Scan is enabled.

Auto Submit Bin Transfers – If set to True, the bin transfer transaction will auto submit after entering all data in the scanner.

Default Bin Transfer Quantity – The quantity that will default into the quantity text box on the bin transfer screen. Use Max to use the full bin quantity.

Default Transfer To Bin – The default bin used for bin transfers.

Increment Quantity By Scanning Transferred Item – If set to True, the quantity field in the Bin Transfers screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned.

Shows Item Bins Only In the To Bin Lookup for Bin Transfers – If set to True, the To Bin lookup query results will only display the bins where the item has inventory for bin transfers.

Bin Transfer General Settings

Bin Transfer Field Sequence – See Changing the Field Sequences under Additional Settings.

Bin Transfer Fields To Clear – See Modifying the Fields to Clear under Additional Settings.

Site Transfers

The Site Transfer screen allows users to transfer merchandise to different warehouses. To transfer items to another site, follow the steps below:

  1. If you are starting a new transfer document, leave the document field blank. Otherwise, enter the document number you want to edit. You may use the lookup arrow to find open transfer documents.
  2. Scan or enter the item number.
  3. Enter the warehouse you are transferring the item from. You may also tap on the lookup arrow to find all warehouses containing the item. You may also enter the warehouse for more precise searches.
  4. Enter the bin you are transferring the item from. You may use the lookup arrow here as well.
  5. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field.
  6. Enter the quantity and select the unit of measure from the lookup arrow.
  7. Enter the warehouse you are transferring the item to. You may also tap on the lookup arrow.
  8. Enter the bin you are transferring the item to. You may use the lookup arrow here as well. If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the DC Console Settings, the application will automatically create that bin for you.
  9. You can optionally add notes in the Note field. Notes can be viewed from this field.
  10. Tap the Submit button.

Note: To make a successful transfer, the quantity being transferred must be on hand and unallocated in the From Site

Site Transfer Settings

Below are the Settings for Site Transfers. Adjust these settings as necessary. Save any changes you make in DataCollection Console and log back in to both the console and mobile application for changes to take effect.

Site Transfer Scanner Settings

Shows Item Bins Only In the To Bin Lookup for Site Transfers - If set to True, the To Bin lookup query results will only display the bins where the item has inventory for site transfers.

Site Transfer Document Lookup Batch – In the Site Transfers screen, the document lookup will only display the site transfer documents matching the specified workflow batch. If this setting is left blank, the lookup will not filter by workflow batch.

Site Transfer General Settings

Site Transfer Field Sequence – See Changing the Field Sequences under Additional Settings.

Site Transfer Fields To Clear – See Modifying the Fields to Clear under Additional Settings.

Shows Item Bins Only In The To Bin Lookup – If True, the To Bin lookup query results will only display bins where the item has inventory. If the item number is not entered, the lookup will display all bins.

Inventory Adjustments

The Inventory Adjustments screen allows users to increase or decrease the quantity of available inventory. To make an Inventory Adjustment, follow the steps below:

  1. Scan or enter the item number to be adjusted.
  2. If the item is a lot tracked item, the Lot field will appear on the screen (if not, skip this step): Tap the arrow lookup to open the Lot Attributes screen, which allows users to view and add/change lot attributes including expiration and manufactured dates, etc.
  3. If the item you entered is serial or lot controlled, additional fields below the item number will populate to display the proper tracking information related to the item. For example, if the item is serial tracked, the Tracking field will display Serial_Numbers and immediately below that field will be a lookup field for selecting serial numbers to the item. If the item is neither serial nor lot tracked, Tracking will display None.
  4. Enter the Quantity and unit of measure. Tap either the + or - buttons in the quantity field to indicate if the transaction will increase or decrease inventory (- will reduce; + will increase).
  5. Enter the bin location where the adjusted item is located. You may also tap on the lookup arrow to view up all bins containing the item.
  6. Enter the site where the adjusted item is located. You may also use the lookup arrow.
  7. If applicable, you can enter or view notes in the Note field.
  8. Tap the Submit button.
Inventory Adjustment Settings

Below are the Settings for Inventory Adjustments. Adjust these settings as necessary. Save any changes you make in DataCollection Console and log back in to both the console and mobile application for changes to take effect.

Inventory Adjustment Field Sequence – See Changing the Field Sequences under Additional Settings.

Inventory Adjustment Fields To Clear – See Modifying the Fields to Clear under Additional Settings.

Shows Item Bins Only In The To Bin Lookup – If True, the To Bin lookup query results will only display bins where the item has inventory. If the item number is not entered, the lookup will display all bins.

Picking

The Picking screen allows users to fulfill specific items for a sales order.

To begin picking an item, follow the steps below:

  1. Enter the sales document number.
  2. Scan or enter the item number. You may also tap on the lookup arrow to choose from the sales line items in that sales document. The lookup screen also displays the ordered quantity and the quantity to pick for each line. Select a line item.
  3. If the item you entered is serial or lot controlled, scan or enter the serial/lot numbers, otherwise skip that field.
  4. Enter a bin number to pick the item from. You may also tap on the lookup arrow to look up all bins containing the item. If you don’t use multi-bin, you may skip this step.
  5. Enter the quantity and select the unit of measure from the lookup arrow. If you enter a quantity greater than the ordered quantity, the following error message will appear:
  6. Enter the site to pick the item from. You may also tap on the lookup arrow to choose from a list.
  7. Tap the Submit button. The information clears except for the document number so you can continue to pick items from that sales document.
  8. When all items have been picked for a document, the Document is Fully Picked notification will appear.

Note: A Sales Document cannot be open in SalesPad while being entered in DataCollection. If a user tries to submit a transaction in DataCollection while the Sales Document is open in SalesPad, an error message will appear letting the user know that document is locked by another user.

Respective Transactions

The following validations are performed when data for the transfer is entered, before the transaction is submitted:

  • Site: By default, this field will be set to the warehouse established in the setup. If the lookup arrow is clicked, validation is run to gather all available sites. No validation is performed for Site IDs manually entered.
  • From: If the lookup arrow is clicked, validation is run to check for bins within the site selected. However, an invalid From Bin can be manually entered.
  • Item: Verifies the item number is not blank
  • S/L: When manually entering S/Ls: verifies that duplicated serials are not entered. When the  is clicked: verifies serials exist for the item number entered.
  • To: If the lookup arrow is clicked, validation is run to check for bins within the site selected. However, an invalid To Bin can be manually entered.
  • Qty: Verifies that a number/decimal is entered
  • NoteNo validation performed

Once the transfer is submitted, the following fields are validated:

  • Item number is checked for existence
  • If the From Bin is the same as the To Bin, the transfer will not be completed
  • To Bin is checked for existence
  • Serial / lot is checked for validity
Picking Settings

The following DataCollection Console settings allow you to modify the behavior of the Picking transaction to better fit your needs. Adjust the following DataCollection Console settings as necessary. Save any changes you make in DataCollection Console and log back in to both the console and mobile application for changes to take effect.

Picking Scanner Settings

Auto Submit Picks – If set to True, the pick will auto submit after entering all data in the scanner. SalesPad recommends turning off the Suggest Next Item to Pick setting when auto submit is enabled.

Bin Text Field is Scan Only – If set to True, the bin text field will not accept keyed in data, forcing users to scan the bin. Bin lookups override this function but you may also turn off the bin lookup via the setting Disable Picking Bin Lookups.

Default Picking Quantity – Sets the default quantity every time the Picking screen loads. The default quantity value can be overridden at run time.

Disable Picking Bin Lookup – If True, Bin Lookup will not be accessible during Picking.

Forward Document on Pick Finished Using SalesPad – If set to True, DataCollection will attempt to forward the document using SalesPad workflow after it has been fully picked. This setting requires SalesPad Remote Library service to be running and accessible to DataCollection.

Integrate Pick And Pack – Adds an optional package field to the picking screen, which may be filled. If you enter a package number, the item will be automatically packed upon submitting the pick.

Maintain Item Number Until Fully Picked – If the Suggest Next Item To Pick setting is enabled, and you pick the item partially, DC Mobile keeps suggesting the same item until all lines for the that item number have been completely picked. When that item is completely picked it loads the next item in the order.

Master Lot Character – Allows users to pick multiple lots that belong to a master lot number. While picking, the user may enter ABC— in the lot number field where ABC represents the master lot prefix and the hyphen represents the default master lot character. All lots matching the value preceding the Master Lot Character will be picked if the quantity is available upon submit. If the quantity is not available DC Mobile will only pick as many as there are available.

Pick Finished Batch – Allows users to specify the workflow batch the document will be moved to after being fully picked.

Suggest Next Item To Pick – If enabled, suggests the next item to pick in the order in which it is listed on the sales document. Upon tapping Submit, DC Mobile automatically loads the next item to the item number field.

Picking Allow Item Lookup Increments – If set to True, the quantity field will be incremented when users select an item through the lookup screen when the setting Increment By Scan is enabled.

Picking Increment Quantity By Scan – If set to True, the quantity field in the Picking screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned. This setting cannot be used when the setting Suggest Next Item to Pick is enabled.

Picking Post Submit Script – C# script that executes when the Submit button is clicked after the transaction is saved.

Picking Pre Submit Script – C# script that executes when the Submit button is clicked before the transaction is saved.

Picking Sales Document Lookup Batch - The Picking Sales Document Lookup Batch setting allows users to filter the sales order lookup results to display only orders in a specific batch. If the setting is left blank, the lookup will not filter by workflow batch.

Picking Temporary Bin - When specified, allows users to transfer items to a temporary bin on picking, then pick from that bin instead of picking directly from a source bin.

Suggest Next Item To Pick – If enabled, suggests the next item to pick in the order in which it is listed on the sales document. Upon tapping Submit, DC Mobile automatically loads the next item to the item number field.

Use Custom Get Next Unfulfilled Line – If set to True, DataCollection will use the custom stored procedure dccpGetNextUnfulfilledLineItem to determine the next item number to pick. When enabled, this setting overrides the setting Suggest Next Item To Pick.

Picking General Settings

Picking Field Sequence - See Changing the Field Sequences under Additional Settings.

Picking Fields To Clear - See Modifying the Fields to Clear under Additional Settings.

Packing

The Packing screen allows users to assign picked items to a package.

To assign picked items to a package follow the steps below:

  1. Scan or enter a sale document number. You may only pack items that have been picked.
  2. Scan an item number in the Item field. You may also tap on the lookup arrow to see up all the sales line items on that sales document. Select an item.
  3. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field.
  4. Enter the quantity. You cannot pack more than was fulfilled.
  5. Enter the site to receive against. You may also tap on the lookup arrow to look up all the sites available. Select the site desired.
  6. To create a new package, tap the  button, otherwise you may scan, enter or select the package from the lookup.
  7. You can optionally add notes in the “Note” field. You can view notes here as well.
  8. Tap the Submit button. When all items have been packed, you will get the Document Fully Packed confirmation message.

Note: With the setting Integrate Pick and Pack set to True in the DataCollection Console, Packing is merged with the Picking transaction. Refer to Integrate Pick and Pack on the previous page for more information.

Note: A Sales Document cannot be open in SalesPad while being packed in DataCollection. If you try to submit a transaction and the sales document is being edited by another user, an error message will appear telling you that the sales document is locked.

Packing Settings

Below are the Settings for Packing. Adjust these settings as necessary. Save any changes you make in DataCollection Console and log back in to both the console and mobile application for changes to take effect.

Packing Scanner Settings

Max Items Per Package – The max quantity of items that can be packing into a package. After reaching the max, a new package will automatically be created.

Pack Finished Batch - Specifies the workflow batch the document will be moved to after being fully packed

Packing Auto Submit – If set to True, the pack will auto-submit after entering all of the data on the scanner. SalesPad recommends turning off the Suggest Next Item To Pack setting when auto submit is enabled.

Packing Increment Qty By Scan – If set to True, the quantity field in the Packing screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned. This setting cannot be used when the Suggest Next Item To Pack setting is enabled.

Packing Sales Document Lookup Batch - This setting allows users to filter the sales order lookup results to display only orders in a specific batch. If the setting is left blank, the lookup will not filter by workflow batch

Serial Lot Entry Is Required – If set to False, DataCollection will not require users to enter lot/serial numbers as part of the transaction validation.

Suggest Next Item To Pack - If enabled, suggests the next item to pack in the order in which it is listed on the sales document. Upon tapping the Submit button, DC Mobile automatically loads the next item to the item number field

Packing General Settings

Packing Field Sequence - See Changing the Field Sequences under Additional Settings.

Packing Fields To Clear - See Modifying the Fields to Clear under Additional Settings.

Stock Counts

The Stock Counts screen allows users to check the number of goods that are available in your company.

To start a stock count you will first need to create a stock Count ID and a stock schedule in Dynamics GP:

  1. Open the Stock Count Schedule screen in GP. Click on the Inventory button > Stock Count Schedule or from the main toolbar, go to Transactions > Inventory > Stock Count Schedule.
  2. On this screen, select or create a Stock Count ID (click the magnifying glass icon and make a selection from the pop-up window)
  3. Click the Mass Add button to add items, or add items one at a time to the grid.
  4. Click the Start Count button at the top of the screen to start the count. The Report Destination screen will appear.
  5. Select a destination for the report and click OK. Follow any further on screen instructions for the report
  6. Use the handheld device to count the items.
  7. If you counted any serial or lot controlled items, you may need to verify their count by clicking on the Serial Number button in GP’s Stock Count Lot Number Entry window:

    If your count exceeded the captured quantity in the system, the difference will reflect in the Variance column for that serial/lot number. When you finish verifying your count, click OK to return to the Stock Count Entry window.
  8. Process the stock count in the Stock Count Entry screen (on the Inventory screen, Transactions column right below Stock Count Schedule, or Transactions > Inventory > Stock Count Entry) enter that same stock count id and click the Process button.
  9. Please reference your Dynamics GP documentation or contact your Dynamics GP dealer if you need additional help creating stock count IDs and schedules.

To start counting stock in DataCollection Mobile:

  1. From the Stock Counts screen, scan or enter an item number in the Item field.
    If you enter the Count ID, you may also tap on the Item lookup arrow to find up all the items in the Count ID. Select an item.
  2. If the item you entered is serial or lot controlled, enter the serial/lot number if applicable.
  3. Enter the bin to count. You may also tap on the Bin arrow lookup to find all the bins with stock on that site. Select the bin desired.
  4. Enter the counted quantity and select a unit of measure from the lookup arrow.
  5. Enter the site where the counted bin is located. You may have this field auto populate when the screen loads by entering a warehouse in the Default Warehouse setting in the DC Console.
  6. If you did not enter a Count ID in step 1, scan or enter it now. You may use the Count ID arrow lookup to find up active count IDs in your company.
  7. Tap the Submit button to finish.
  8. Repeat steps 1 through 7 until your stock count is complete.
Stock Count Settings

Below are the Settings for Stock Counts. Adjust these settings as necessary. Save any changes you make in DataCollection Console and log back in to both the console and mobile application for changes to take effect.

Stock Count Scanner Settings

The following settings are found in the Mobile Layout Manager. The Auto Submit Stock Counts setting is hidden by default. 

Allow Lookup Increment – If set to True, the quantity field will be incremented when users select an item through the lookup screen when the setting Increment By Scan is enabled.

Auto Submit Stock Counts – If set to True, the stock counts transaction will auto submit after entering all the data in the scanner.

Increment Quantity By Scanning Counted Item – If set to True, the quantity field in the Stock Counts screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned.

Stock Count General Settings

Stock Count Field Sequence - See Changing the Field Sequences under Additional Settings.

Stock Count Fields To Clear - See Modifying the Fields to Clear under Additional Settings.

Returns

The Returns screen allows users to mark sales document items as returned.

To return items in DataCollection Mobile:

  1. From the Returns screen, enter the document number of the return. You may also search for return document by tapping the Doc # arrow lookup.
  2. Scan or enter the item number to be returned in the Item field (or tap the arrow lookup to choose from available item numbers).
    Note: If you try to return an item that is not on the document, you will receive an error message.
  3. If the item you entered is serial or lot controlled, enter the serial/lot number if applicable.
    Note: If you try to return a serial/lot number that is not on the document, you will receive an error message.
  4. Enter the bin the item will be returned to.
  5. Enter the quantity to be returned.
  6. Select the item unit of measure from the UofM lookup arrow.
  7. Enter the return warehouse in the Site field.
  8. Tap the Submit button to finish. The items will be marked as returned in Dynamics GP and SalesPad.
  9. Repeat steps 1 to 8 to return additional items.

If all items on a document are returned, the message Return Complete will appear, and you can move to the next document as needed. Returns will be posted to Dynamics GP and a credit memo will be sent.

Returns Settings

Below are the Settings for Returns. Adjust these settings as necessary. Save any changes you make in DataCollection Console and log back in to both the console and mobile application for changes to take effect.

Returns Scanner Settings

Returns Finished Batch – Specifies the workflow batch that a document will be sent to when it has been fully returned.

Returns General Settings

Returns Field Sequence - See Changing the Field Sequences under Additional Settings.

Returns Fields To Clear - See Modifying the Fields to Clear under Additional Settings.

Additional Settings

The following DataCollection Console settings allow you to modify the behavior of DataCollection transactions to better fit your needs while collecting data. Adjust these settings as necessary. Save any changes you make in the DC Console, log out and log back in in both the DC Console and DC Mobile for changes to take effect.

Note: Settings with a String[] Array have a plus sign to the left of them. Click this plus sign to see the currently configured sequence for that setting.

Note: All settings on this section are accessible under the Settings screen in the DC Console toolbar.

Changing the Field Sequences
  1. Filter the settings results to Sequence and select the screen to change.
  2. Select the ellipsis (...) on the right side of the line.
  3. The String Collection Editor screen will appear. Change the sequence of the fields so they follow the order in which you want the fields to appear in DC Mobile. Tap the OK button when finished.

Note: All fields must match their default names. See the setting description area to reference the fields default names.

Modifying the Fields to Clear

You can modify which fields to clear in each screen when the Clear button is tapped.

  1. Filter Settings results to Clear and select the screen to change.
  2. Select the ellipsis on the right side of the line.
  3. The String Collection Editor screen will appear. Add or remove fields to the clear list as desired and tap the OK button.

Note: All fields must match their default names. See the setting description area to reference the fields default names.

Settings List

Allow Bin Creation – If enabled, allows bins to automatically be created when a bin entered does not exist. Changing the Default Warehouse – Enter the name of the desired warehouse to pre-populate the Site field in all DC Mobile transactions when the screen loads.

Enabling Token Validation – This setting ensures that all transactions processed by DC Services have a valid token issued by SalesPad DataCollection. If this setting is enabled, users are required to re-authenticate if the requested token is expired. If set to false, transactions will be processed even if requested tokens are expired.

Automatic Auto Generation User Field – Specifies the item master user field that defines if the serial/lot controlled item will automatically use the serial/lot mask to generate.

Note Postfix Delimiter – Enter a postfix delimiter character that will be added to every note scanned or entered into the note field. When the transaction is submitted, the appended delimited text is submitted as a single note.

Scan Parse Script – A C# script that will execute when a barcode is scanned. The script can be used to populate all information on a screen from the scan. For example, scanning a case to receive or pick the entire quantity that the case contains.

Application Accessories

DataCollection Mobile allows several different accessories to help assist in the usage of the application. These accessories operate through Bluetooth connectivity. Below describes each device and how to set them up.

Socket Mobile Scanner

The handheld socket mobile scanner assists in entering data into each field on various modules within DataCollection. By simply scanning a barcode, the application will enter the data retrieved into the currently highlighted field.

DataCollection iOS currently supports the Series 7 models (both the colorful and durable series) of the socket mobile scanner brand.

Setting Up the Socket Mobile Scanner
  1. The scanner can be turned on by holding down the small middle button on the device itself.
  2. Once the device is powered on, connect the device to either an iPad or iPhone via Bluetooth by accessing the settings on the iPad or iPhone device.
  3. Once connected to the device, start DataCollection iOS.
  4. Upon logging in, select the Accessories section under the Configuration section of the main menu.
  5. Verify under the Bluetooth Devices section that the scanner is connected. If the accessory isn’t connected, verify the device is connected to the iPad or iPhone and restart the DataCollection Mobile application. The Socket Mobile Scanner typically beeps upon connecting to the application.
Support for Socket Mobile

Please visit the Socket Mobile website for more information and troubleshooting tips.

Mobile Scanner Usage

Using the mobile scanner with DataCollection is simple. When selecting a module to work with (Picking, PO Receiving, Packing, Site Transfers, Bin Transfers, Stock Counts, Inventory Adjustments, Returns), any field that allows the user to type in data with the virtual keyboard can also be selected by doing a long press on the field (typically more than 3 seconds) to highlight the field.

When the field is highlighted, simply scan a barcode and the data will be sent to the application and entered into the field.

There are multiple settings built into the DataCollection Mobile application that provide additional functionality while using the Socket Mobile Scanner. Refer to each module’s setting’s section for more information on each of these settings.

Honeywell Enterprise Sleds

Honeywell Enterprise Sleds also provide an alternative way of data entry on each of the various modules within DataCollection. The Honeywell sleds allow scanning barcode information directly into the data fields on the DC application.

DataCollection iOS supports the SL-22 model for the Apple iPod, the SL-42 model for the Apple iPhone, and the SL-62 model for the Apple iPad mini.

Setting Up the Honeywell Enterprise Sled
  1. Make sure the iOS device (iPod, iPhone or iPad mini) is on.
  2. Remove any of the Honeywell Sled’s docking latches (for example, the SL-62 model has a latch that covers the iPad once it has been docked inside the sled).
  3. Slide the device into the Honeywell sled, pressing firmly to make sure the sled connects with the device’s adapter port.
  4. Once the device is firmly docked with the sled, start DataCollection iOS.
  5. Upon logging in, select the Accessories section under the Configuration section of the main menu.
  6. Verify under the Physical Devices section that the sled is connected. If the accessory is not connected, verify the device is firmly docked to the sled and restart the DataCollection Mobile application.
  7. If the device shows that it is connected under the Physical Devices section, it is now ready to scan data for entry.
Honeywell Enterprise Sled Support

For more information on operating the Honeywell Sled and troubleshooting tips, please visit the Honeywell website.

Honeywell Sled Usage

Using the Honeywell Enterprise Sled with DataCollection is very similar in regards to the Socket Mobile scanner accessory. When selecting a module to work with (Picking, PO Receiving, Packing, Site Transfers, Bin Transfers, Stock Counts, Inventory Adjustments, Returns), any field that allows the user to type in data with the virtual keyboard can also be selected by doing a long press on the field (typically more than 3 seconds) to highlight the field.

When the field is highlighted, simply scan a barcode and the data will be sent to the application and entered into the field.

Like the Socket Mobile scanner functionality, there are multiple settings built into the DataCollection Mobile application that provide additional functionality while using the Honeywell Sled. Refer to each module’s setting’s section for more information on each of these settings.

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