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Warehouse Cloud: Physical Count by Bin

     Video: Physical Counts 
    Table of Contents

     

     

    A. Warehouse Cloud: Physical Count by Bin Overview

    1. Scanco Portal setting

    2. Main Applications – Physical Count Icon

    3. Count by Bin

    4. Warehouse Prompt

    5. Warehouse Lookup

    6. Starting Bin Prompt

    7. Item Entry Prompt

    8. More Scanco Portal setting

    9. Item Lookup

    10. Lot Prompt

    11. Lot Quantity Prompt

    12. Serial Prompt

    13. Send data collected

    14. Send Completed

    15. Sage Unattended Barcode Transaction Import

    16. Where the goes in Sage

     

     

    A. Warehouse Cloud: Physical Count by Bin Overview

     Requires ACS Multibin, create Physical Count entry in Sage.

     

     

    1. Scanco Portal Setting

     Scanco Portal will be referenced many times in this guide. The portal is where you make changes to the settings regarding how the programming functions.

     The web address for the portal is: Sales.Scanco.com

     Your portal settings where setup during the installation and would have been \ will be refined during training.

     Additional adjustments to the portal can be made by your System Administrator.

     

    Scanco screens

     The screens included in this document are Scanco’s Cloud version of Warehouse.

     If you have Scanco Native version, the prompts are the same.

     The icons or Buttons: in Scanco Native version are similar but different.

     


     2. Main Applications – Physical Count Icon

    Press the Physical Count Icon to move to the next screen on the next page.

    Buttons

    Exit: to exit Scanco Warehouse.

    Send: to send all data collected in all applications.

    Setting: to adjust settings.

    Logout: to change users or companies.

     3. Count by Bin

    This document will explain the Scanco Count by Bin.

    Choosing the Count by Bin icon will move into the screen on the next page.

     

    Count by Bin is enabled when the setting shown below is checked on the Physical Count tab in the Scanco Portal.

    Button

    Back: to move back to Scanco Warehouse slash screen.


     

     4. Warehouse Prompt

    Scan or Key in any valid warehouse code, or use the lookup button to select one from a list.

     This prompt will pre-fill with your default warehouse that is set up in the Scanco portal.

    Buttons

    Back: to move back to Main Applications screen.

    Keys: for the on-screen keyboard.

    Lookup: for seeing all available Warehouses accessible for use.

    Enter: press after keying in data at Warehouse prompt.

     

     

     

     

     

     5. Warehouse Lookup

    This screen will display all enabled warehouses.

    Buttons

    OK: to move forward with the highlighted warehouse code.

    Cancel: to move back to the warehouse code prompt.


     

     6. Starting Bin Prompt

    Enter the first bin you intend to count and work your way through the warehouse from lowest to highest bin numbers.

    Buttons

    Back: to move back to Main Applications screen.

    Keys: for the on-screen keyboard.

    Lookup: for seeing all available Bin.

    Enter: press after keying in data at Bin prompt

      

     7. Item Entry Prompt

    Scan or key in any valid item at this prompt. Depending on setting in the Scanco portal you may or may not receive a message regarding items that are not frozen.

    Buttons

    Review: to enter review mode.

    Back: to move back to Main Applications screen.

    Each: available if ‘Scan Each’ is enabled in the Scanco Portal.

    Keys: for the on-screen keyboard.

    Send: to send all data collected in Count by Item.

    Pallet: to switch to\from counting Pallets

    Lookup: for seeing all available Item for use.

    Enter: press after keying in data at Item prompt.

      

     

     8. More Scanco Portal Setting

    Freeze File Not Required

    Checking freeze file not required will allow the entry of any item even if items are not frozen in Sage.

    This is a nice option for cycle counts when you want to let the user decide what will be counted.

    Items will be frozen when they are imported into Sage through the barcode import program.

     

     

     Allow Add Item to Freeze File

    Items will be frozen when they are imported into Sage through the barcode import program.

        

     

    Freeze File Required

    Items must be frozen in Sage before you can start scanning. 

     

     9. Item Lookup

    NOTE: The Item prompt + Item Lookup will filter possible items to be displayed if you enter a few characters of the item you wish to lookup, Example: entering 665 and pressing the Lookup button would display all items that contain ‘665’ as shown on the list below.

     +

    Will display:

        

     


    Pallet ID Entry Prompt

    Scan or key in any valid Pallet ID at this prompt. Depending on setting in the Scanco portal you may or may not receive a message regarding counting items on Pallet. 

    Buttons

    Review: to enter review mode.

    Back: to move back to Main Applications screen.

    Each: available if ‘Scan Each’ is enabled in the Scanco Portal.

    Keys: for the on-screen keyboard.

    Send: to send all data collected in Count by Item.

    Pallet: to switch to\from counting Pallets

    Lookup: for seeing all available Item for use.

    Enter: press after keying in data at Item prompt.

     

     

     10. Lot Prompt

    Scan or key in lot numbers for lot-controlled valuation product.

    NOTE: This prompt is not validated against Lot number in Inventory, discrepancy scans would be discovered in Sage’s Physical Count Variance Register. 

    Buttons

    Back: to move back to Main Applications screen.

    Keys: for the on-screen keyboard.

    Enter: press after keying in data at Lot prompt.


     11. Lot Quantity Prompt

    Scan or key in positive numeric quantity at the quantity prompt.

    Buttons

    Back: to move back to Main Applications screen.

    Keys: for the on-screen keyboard.

    Enter: press after keying in data at Quantity prompt.

     

     12. Serial Prompt

    Scan or key in serial numbers for serialized valuation product. As serials numbers are collected the “Qty Scanned” field will accumulate +1 for each serials number collected.

    Buttons

    Back: to move back to Main Applications screen.

    Keys: for the on-screen keyboard.

    Send: to send all data collected in Count by Item.

    Enter: press after keying in data at Item prompt.

     

    Serial Prompt “Qty Scanned” Display

    As shown on the right after the first serials number is collected, the “Qty Scanned” field has accumulated +1.

    NOTE: This prompt is not validated against Serial number in Inventory, discrepancy scans would be discovered in Sage’s Physical Count Variance Register. 


     

     13. Send Data Collected

    The ‘Send’ button at the item prompt should be pressed periodically to add items into Sage Physical Count Entry.

    Suggested send times:

    After counting a row of bins.

    Before going on break.

    When completely finished counting.

    Buttons

    Yes: will send data collected to Sage to be imported.

    No: to cancel send.

     

     14. Send Completed

    Press ‘Ok’ on this confirmation message to continue.

    The Sage Physical Count Variance Register will show inventory count discrepancies which can be addressed in several ways.

    1. If the item count is low, you can recount the item and add any missing quantity which will accumulate into the existing count.
    2. If the item count is low, you can reset the quantity counted in Sage’s Physical Count Entry screen and recount the item.
    3. If the item count is high, you can reset the quantity counted in Sage’s Physical Count Entry screen and recount the item.
    4. If the item count is low, you can adjust the quantity counted in Sage’s Physical Count Entry screen.

      

     15. Sage Unattended Barcode Transaction Import:

    must be running for real-time entries to be created in Sage Inventory Management module > Physical Count Entry > Physical Count Entry

      

     16. Where the goes in Sage

     

     Video: Physical Counts 

     

    WS= Warehouse Standard