q-suite User Manual
Contents
1. 9 933 l 18 CONE CONAN VAD rian ad da ENA Aa s 19 SS SK aaa 21 bul Asla 22 Soyle 0100 EEE a e 22 NOUES 112 ae AE 23 HEG se Fe 0 19590 RE 7107 23 Receiving shipping and transfers tab 25 577 aaa A mal ET 27 Lin l mumu m 27 Warehouse and location fields 28 SEL dill S NE EEE lan 29 RECEIVE quantity HEN jade aner GN 29 EN 31 MEL 31 Warehouse and location fields 32 es de MOE 0000000000 33 METTE NE SG 33 Inventory transfer tab aaa yaya aaa aaa 35 Origin warehouse 36 Destination warehouse and location 36 POPE EE SE EN 37 De MAI allt dCs EE 38 Transter GUANTIEY Tel Onidsc na analarla dabana 38 INVENTOEY tab FEO OM adas anada al 39 RECEIVING Tab FN NS 40 SHI ODI NG Ba lad ba bas r 40 LTansieT tab tepo sented reel oase 41 1 q sulte Overview q suite IS an easy to use modular suite of mobile WMS applications These applications are designed to allow users to gather information in the warehouse using mobile devices generate reports and export data for analysis q sulte provides businesse2. sasa saa s 30 TN 34 23 1 Data Collection F E SL UUU aaa daaa ba ma aul yaaa ay Eu dad r 34 EG TNE VED E ES 35 4 4 Inventory Reports SV y y sas saya yaya aaa 39 25 M 41 Q SUITE q suite User Manual Table of Figures Figure 1 Figure 2 Figure 3 Figure 4 Figure 5 Figure 6 Figure 7 Figure 8 Figure 9 Figure 10 Figure 11 Figure 12 Figure 13 Figure 14 Figure 15 Figure 16 Figure 17 Figure 18 Figure 19 Figure 20 Figure 21 Figure 22 Figure 23 Figure 24 Figure 25 Figure 26 Figure 27 Figure 28 Figure 29 Figure 30 Figure 31 Figure 32 Figure 33 Figure 34 Figure 35 Figure 36 Figure 37 Figure 38 Figure 39 Figure 40 Figure 41 Figure 42 Figure 43 Product activation OP LOS saksa A xay m sa 4 OMME EAN Naade 5 ACEIVAUION COU SE me noeeeanatensass 6 BEAM WEDSIEC 0000000000 7000707770 rr 6 1000 ES Main menu with application buttons 8 CONFIGUEGEL ON STEEN marsk ia asrda ay landan a bai 9 Viarenoiseisl e aaa oda aba madan rates 10 Korea od po a a sla 11 Part and description NES l ad ed 12 Serial number TEIGE sa eg asasl ao seata sa sekker kr 12 SE 1 TEI EE 13 Insert NEW value 14 CYCLE OE 14 UDF elil Hs ES d4 9 155 2571770000 17 New field property screen
3. Part does not exist in database Do you want to insert it Mone pe Figure 13 Insert new value prompt 2 4 Cycle Count Report q count includes a feature to generate a cycle count summary report To view the report click on Menu Report from the q count screen Cycle Count Report Part aty whse a 057700622872 12 WSH LOCI Figure 14 Cycle count report 14 This report displays and summarizes the cycle counting results It can also be printed by clicking Menu Print Report The document will be sent to the network printer that was setup earlier in the system configuration screen Additionally the cycle count data can be exported to a comma separated text file format by clicking on Menu Export Data This will generate a date stamped text file in the q suite folder on the mobile device which can be transferred to a computer through ActiveSync 2 5 Importing Data q count uses a database to store cycle count results and related information which includes data such as lists of warehouses parts and serial numbers In order to populate the fields in q count with this data the user must provide an initial set of data via an xml file whose contents are imported when q suite is launched The xml import file used by q count as well as q move is named PartData xml This file is located in the q suite file folder on the mobile device The xml data within the file needs to adhere to a certain stru
4. Table of Contents k FUN rr aaa urba 3 L GN STM 3 1 2 Product Activation S y y yaaa aya aaa aya aaa 3 In MINN 4 1 4 Manual Activation Avr aras na 5 LS MWOON Tn al maa Pomada ya ad d LU fan lc aan EJ CON O TALORH 8 Tolhurumm Sie erect ee ad vss oe a Mote ot on ee ape ee end toe Raced ne Se eaten 9 22 Data NENNE 9 2 2 Cycle Count PTOCEQUTE 10 2 3 Inserting New Field Values V SS yy y aaa aaa 13 24 Cycle Count REP vad red de 14 2 01816 gj D NE 15 2 6 User Defined 7 16 2 6 1 Importing UDF List data S s y sasa al 18 TOMME 19 0 2010 EEE NE 20 PENNEN Sn 20 3 2 Asset Tracking Procedure y y ss aaa aaa 20 27 23 3 4 Importing aaa aaa aaa ay 24 3 5 User Defined FieldS enn 25 A 2016160666 77777 77 5 25 Ad CCOIVING Val 7 7 7 26 4 1 1 Data Collection Fields s s aaa asa aya a ad 26 2 RECEIVING 0 0 aaa aydur 26 1157 SMPO TaD serrer 7 6 30 4 2 1 RENN 30 4 2 2 Shipping Procedure s y s s
5. link to submit the activation code and download a license file Transfer the downloaded License xml file to the Program Files Q Suite folder on the handheld device to complete the activation process 9 q t 2 Your Industry Leader in Bar Coding RFID and Wireless Solutions U 800 900 7226 Home User Help Welcome qsuite Logout QSuite Install for Windows Mobile Key Code Get Product Key QSuite Licenses User Name QSuite Code ac 2 QSuite Copyright 2009 qdata Al rights reserved Privacy Policy Home Contact Us Support Careers Figure 4 BEAM website 6 Note If your copy of q suite was pre installed by qdata it may already have been activated during the staging process 1 5 Login Screen After activation upon launching q suite the login screen will be displayed as shown below Figure 5 Login screen Any alphanumeric value can be supplied for the user field After entering a value for the user press Enter or click the Login button to proceed The password field is not currently used and may be left blank To quit the application click the Exit button on the lower menu bar 1 6 Main Menu After logging into q suite the main menu will be displayed The main menu isa starting point from which the three application modules in q suite can be launched To launch an application click on the corresponding button s Main Menu m Q Suite vi z o ES Figure 6 Main me
6. Enter the transfer quantity S Q Move WHSE vR vj WsH gt oci vg v PART DESC av Ty LOC Receiving Shipping Transfers Menu ES Save Figure 39 Transfer quantity field After entering a quantity value press Enter or click the Save button to complete the inventory transfer operation This will update the inventory table to reflect the 38 transfer of part inventory from one warehouse location to another As with receiving and shipping a summary report of inventory transfers is available for viewing and data export 4 4 Inventory Reports There are four different reports available in the q move module inventory receiving shipping and transfer Each report summarizes information relevant to the Inventory Report part gt 057700622872 1 V R LOCI Pood Receiving Shipping Figure 40 Inventory tab report This report displays the current inventory levels of all parts including the quantity available warehouse location and serial numbers The inventory levels will reflect the net result of all receiving shipping and transfer operations 39 Inventory Report ee ee 02202806 0 si PO 12345 2 057700622872 1 ie PO 12345 3 06493331 0 064900407945 06493331 0 Figure 41 Receiving tab report The report displayed in the receiving tab is a summary of the current status of all purchase orders organized by order line part number and received order
7. When the All g count tables option is selected g count will purge all data from its tables including stored inventory information such as part numbers locations and serials Use this option before importing a new initial set of data via an xml file Click Save to save settings 3 q track q track is an asset tracking module it can be used to gather information and notes on company assets 3 1 Data Collection Fields Asset tracking information is gathered through a series of data collection fields shown in the table below Field Name Description Data Type Field Length ASSET 32 3200 DESC Description String 256 Read only COND Asset String 32 nunu a NOTES Miscellaneous String 512 sd The ASSET LOC and COND fields are dropdovvn lists that can be used optionally to select a value from a list or scan a value from a barcode After selecting a value press Enter to submit the input and the focus will switch to the next sequential field Alternatively you may also input a value by scanning a barcode Repeat this process until all the data fields have been filled and click Save to save the data A more detailed view of the asset tracking process is provided in the following section 3 2 Asset Tracking Procedure 1 Select scan an asset 20 Menu Eg Save Figure 18 Asset field After scanning an asset the description will automatically be populated in the read only description field below In
8. data collection fields shown in the table below WHSE Warehouse for String oo ee PART Part number Read String only DESC Description Read String only SERIAL RECV QTY Received qty ORD QTY Order qty remaining to be received Read only The PO LINE WHSE and LOC fields are dropdown lists that can be used optionally to select a value from a list or scan a value from a barcode After selecting a value press Enter to submit the input and the focus will switch to the next sequential field Alternatively you may also input a value by scanning a barcode Repeat this process until all the data fields have been filled and click Save to save and confirm the receiving operation A more detailed view of the inventory receiving process IS provided in the following section 4 1 2 Receiving Procedure 1 Select scan a PO 26 RECV ORD QTY Receiving Menu Eri Save Figure 24 PO field After selecting or scanning a PO the line field will automatically populate with the corresponding lines for the purchase order 2 Select scan an order line SERIAL RECV ORD QTY V zel Receiving Menu Er Save Figure 25 Line field 2 27 After selecting the order line from which to receive the inventory the part and description fields will be automatically populated with the associated values for the selected order line 3 Select scan a warehouse and location to rece
9. operating system should install the Microsoft ActiveSync data transfer utility Windows Vista users should install Windows Mobile Device Center Both utilities are available as a free download from Microsoft Data Transfer Utilities Windows XP 2000 Microsoft ActiveSync 4 5 Windows Vista Windows Mobile Device Center 1 2 Product Activation Each installation of q suite requires a product key before it can be used This key is obtained through the activation process If you have just installed q suite ona handheld device a product activation screen will appear the first time the application is launched Q Suite Note This software requires a product key There are two methods available to obtain a key 6 Option 1 Online activation internet connection required Option 2 Manual activation cham Figure 1 Product activation options There are two methods available to obtain a product key manual or online activation Select your preferred method of activation and click Next to proceed 1 3 Online Activation Online activation can be used to obtain a product key directly from the handheld device over an internet connection Therefore in order to use online activation the handheld must have an internet connection you can verify this by using a browser to navigate to a known internet address Internet access on a handheld could be provided through a Wi Fi network a wide area network WAN or through internet co
10. 32 Serial field If the part that is being shipped is serialized the application will prompt you to scan the serial number 5 Enter the shipped quantity i CO 7750 v LINE WHSE OR v LOC LOC3 PART 064900407949 DESC Perpetual pendulum SERIAL TESTSERIAL SHIP ORDQTY 25 Receiving Shipping Menu Er Save 8 Figure 33 Shipped quantity field 33 After entering a quantity value press Enter or click the Save button to complete the inventory shipping operation This will update the inventory and customer order tables in the database to reflect the items that were shipped from the warehouse This information can also be reviewed in a summary report and exported to a text file 4 3 Transfer Tab 4 3 1 Data Collection Fields Inventory transfer is performed through a series of data collection fields shown in the table below Field Name Data Type Field Length WHSE1 left LOCI left WHSE2 Destination warehouse String 32 S DESC Description Read String 5 only SERIAL Shipped qty A INV QTY Part quantity Mi remaining in inventory Read only 34 16 Q Move wise E oe Er av TO Receiving Transfers Figure 34 Inventory transfer tab The arrows in the screen above indicate the direction of inventory transfer The WHSE and LOC fields on the left side of the arrows represent the origin source of th
11. Line gt Part gt 06493331 lt Part gt lt OrderQty gt 12 lt OrderQty gt lt Lineltem gt lt LineList gt lt POltem gt lt POltem gt lt PO gt PO SR21 lt PO gt lt Date gt 1 31 2009 lt Date lt LineList gt lt Lineltem gt 41 214 Line gt lt Part gt 064900407949 lt Part lt OrderQty gt 100 lt OrderQty gt lt Lineltem gt lt Lineltem gt lt Line gt 2 lt Line gt lt Part gt 06493331 lt Part gt lt OrderQty gt 0 lt OrderQty gt lt Lineltem gt lt LineList gt lt POltem gt lt POList gt lt COList gt lt COltem gt CO gt C0 912QT 4 CO gt lt Date gt 1 31 2009 7 Date lt LineList gt lt Lineltem gt 41 214 Line gt Part gt 02202806 lt Part gt lt OrderQty gt 25 lt OrderQty gt lt Lineltem gt lt Lineltem gt lt Line gt 2 lt Line gt lt Part gt 057700622872 lt Part gt lt OrderQty gt 10 lt OrderQty gt lt Lineltem gt lt Lineltem gt lt Line gt 3 lt Line gt Part gt 06493331 lt Part gt lt OrderQty gt 12 lt OrderQty gt lt Lineltem gt lt LineList gt lt COltem gt lt COltem gt 4 0 0 7750 CO gt lt Date gt 1 31 2009 7 Date 42 lt LineList gt lt Lineltem gt 41 214 Line gt lt Part gt 064900407949 lt Part lt OrderQty gt 100 lt OrderQty gt lt Lineltem gt lt Lineltem gt lt Line gt 2 lt Line gt lt Part gt 06493331 lt Part gt lt OrderQty gt 50 lt OrderQty gt lt Linel
12. abled depending on whether the part Is serialized 11 Figure 10 Part and description fields 4 Scan a serial number if required Z Q Count WHSE LOC PART ontraption ev JET Menu Eri Save Figure 11 Serial number field 5 Enter count quantity Q Count PART 57700622872 v SERIAL SERIALO1 av ENVE Figure 12 Quantity field After entering a quantity value press Enter or click the Save button to complete the cycle count operation This will store the information that was entered ina database so that the information can later be reviewed in a summary report or exported to a text file 2 3 Inserting New Field Values Whenever data is entered into a field q count will validate the input against a database to verify whether the data exists This helps to prevent incorrect data from being entered inadvertently However there are valid instances when a user may wish to input values that do not exist in the database such as inserting a new field value When q count encounters a new field value it will display a prompt to the user to ask whether they wish to insert the new value Clicking Yes will insert the value into the database while No will cancel the operation In the special case where a new part value is inserted q count will also prompt the user to determine whether the part is serialized or not 13 A Q Count WHSE WSH PART NEVVPART
13. addition the corresponding location condition and notes field values will be populated if available based on the selected asset 2 Select scan a location yal Q Track ASSET MR 7215 v Light fixture Figure 19 Location field 3 Select an asset condition gt y l Q Track ASSET Figure 20 Condition field 4 Record notes related to the asset vi Q Track ASSET Light fixture LOC ALOC3 v COND Good v 22 Figure 21 Notes field After collecting the required asset related data click the Save button to save the record This will store the data that was just entered in a database so that the information can be retrieved for editing at a later time and also to generate an asset summary report for review and export 3 3 Asset Track Report q count includes a feature to generate an asset track summary report To view the report click on Menu Report from the q track screen Asset Track Report Tasset 1 gt GRAE ALOC3 Good Figure 22 Asset track report This report displays and summarizes the data that was collected during the asset tracking process It can also be printed by clicking Menu Print Report The document will be sent to the network printer that was setup earlier in the system configuration screen Additionally the asset data can be exported to a comma separated text file format by clicking on Menu Export Data This will ge
14. cture in order to be imported correctly The following example illustrates the expected structure lt xml version 1 0 encoding utf 8 gt lt Root gt lt WhseList gt lt Whse gt TOR lt Whse gt lt Whse gt WSH lt Whse gt lt Whse gt VCR lt Whse gt lt WhseList gt lt LocList gt Loc gt LOC1 lt Loc gt lt Loc gt LOC2 lt Loc gt Loc gt LOC3 lt Loc gt lt LocList gt lt artList gt lt Partltem gt lt Part gt 02202806 lt Part lt Desc gt Wonderful widget 4 Desc gt lt Serialized gt Ffalse lt Serialized gt lt SerialList gt lt SerialList gt lt Partitem gt lt Partitem gt lt Part gt 064900407949 lt Part lt Desc gt Perpetual pendulum lt Desc gt lt Serialized gt True lt Serialized gt lt SerialList gt lt Serial gt SERIALO1 lt Serial gt lt Serial gt SERIALO2 lt Serial gt 15 lt Serial gt SERIAL03 lt Serial gt lt Serial gt SERIAL04 lt Serial gt lt SerialList gt lt Partitem gt lt Partitem gt lt Part gt 057700622872 lt Part lt Desc gt Complex contraption lt Desc gt lt Serialized gt True lt Serialized gt lt SerialList gt lt Serial gt SERIALO5 lt Serial gt lt Serial gt SERIALO6 lt Serial gt lt Serial gt SERIALO7 lt Serial gt lt Serial gt SERIALO8 lt Serial gt lt SerialList gt lt Partitem gt lt Partitem gt lt Part gt 06493331 lt Part gt lt Desc gt Tropical tonic lt Desc gt lt Serialize
15. d gt False lt Serialized gt lt SerialList gt lt SerialList gt lt Partitem gt lt PartList gt lt Root gt All xml data is contained within the lt Root gt xml tag lt WhseList gt contains a list of warehouses to be imported Similarly lt LocList gt holds a list of warehouse locations The lt PartList gt structure holds a list of lt Partltem gt objects Each lt Partltem gt contains a part number lt Part gt a description lt Desc gt a Boolean true false lt Serialized gt attribute and a lt GerialList gt 2 6 User Defined Fields In addition to the core data collection fields described in the preceding sections the q count and q track modules also support the ability to create user defined fields UDFs that enable a user to design a custom data collection interface 316 User Defined Fields Remove Name Field2 Type C Text List Close Ed Save Figure 15 UDF configuration screen The UDF configuration screen can be accessed by clicking on Menu Customize This will bring up a screen that displays an editable list of all currently defined UDFs in the application module By clicking the Up Down buttons it is possible to change the order of the fields as they are displayed in the q count screen The name of each UDF can be edited directly in the Name textbox The field type cannot be changed once a field has already been created The List Data dropdown is used to configure da
16. e inventory to be transferred The corresponding WHSE and LOC fields on the right of the arrows denote the destination for the transfer A step by step illustration of the inventory shipping process is provided in the following section 4 3 2 Transfer Procedure 1 Select scan an origin warehouse and location for the inventory transfer 35 a SS Q Move ws Rs oc E SERIAL 05 av T L Transfers Menu Eri Save Figure 35 Origin warehouse and location The origin and destination warehouses and locations could be the same depending on the nature of the inventory transfer 2 Select scan a destination warehouse and location S Q Move wise Sps Loc kloa Smee av TE q Transfers Menu Er Save Figure 36 Destination warehouse and location 36 3 Select scan the part to be transferred S Q Move WHSE vj WSsH v Loc koa loa PART IYANA L JoL Fa r sur u n AP 05 006062287 2 Ha Figure 37 Part field After the part has been entered the part description field will be populated automatically In addition the inventory quantity will be computed based on the part and the origin warehouse and location 4 Scan a serial number if required 227 a S Q Move WHSE vcr vo v PART DESC av 5 y LOC Receiving Transfers Menu Eri Save Figure 36 Serial field 5
17. ive the inventory xn S 0 RECV ORDQTY Menu Es Save Figure 26 Warehouse and location fields 4 Scan a serial number if required 28 PO PO 12345 v LINE WHSE CR vILOC LOC1 PART 1057700622872 DESC Complex contraption SERIAL P00000001 RECV ORD QTY V 10 Menu Eri Save Figure 27 Serial field If the part that is being received is serialized the application will prompt you to scan the serial number 5 Enter the received quantity nu 4 PO PO 12345 LINE WHSE CR vILOC LOC1 v PART 1057700622872 RECV ORDQTY 1 Figure 28 Received quantity field 29 After entering a quantity value press Enter or click the Save button to complete the inventory receiving operation This will update the inventory and purchase order tables in the database to reflect the items that were received into the warehouse This information can also be reviewed in a summary report and exported to a text file 4 2 Shipping Tab 4 2 1 Data Collection Fields Inventory shipping is performed through a series of data collection fields shown in the table below WHSE Warehouse for String a ee Location for receiving PART Part number Read String 32 only DESC Description Read String 256 only SERIAL Serial number String 164 90 ORD QTY Order qty remaining to be shipped Read only The data collection field
18. nerate a date stamped text file in the Q suite folder on the mobile device which can be transferred to a computer through ActiveSync 23 3 4 Importing Data To populate the fields in q track with the necessary data an xml data file containing asset related field data is required This file is named AssetData xml and is located in the q suite directory on the mobile device A sample set of xml asset data Is provided below which illustrates the format that the data must conform to in order to be imported into the q track module lt xmI version 1 0 encoding utf 8 gt lt Root gt lt AssetLocList gt lt Loc gt ALOC1 lt Loc gt lt Loc gt ALOC2 lt Loc gt lt Loc gt ALOC3 lt Loc gt lt AssetLocList gt lt CondList gt Condltem gt Cond gt Excellent lt Cond gt lt Rank gt 1 lt Rank gt lt Conditem gt lt Conditem gt Cond gt Very good lt Cond gt lt Rank gt 2 lt Rank gt ei Conditem gt Condltem gt lt Cond gt Good lt Cond gt lt Rank gt 3 lt Rank gt ei Conditem gt Condltem gt Cond gt Fair lt Cond gt lt Rank gt 4 lt Rank gt lt Conditem gt Condltem gt Cond gt Poor lt Cond gt lt Rank gt 5 lt Rank gt lt Conditem gt lt CondList gt lt AssetList gt lt Assetitem gt lt Asset gt I B123 lt Asset gt lt Desc gt Workbench lt Desc gt lt Assetitem gt lt Assetitem gt lt Asset gt R982 214 lt Asset gt lt Desc gt Liq
19. nnection sharing with a host computer via ActiveSync Once you have ensured that the device has internet access simply enter the user name and password for your qdata BEAM account and click on the Activate button The application will then register your copy of q suite over the internet and obtain a product key Q Suite Online activation To activate online please enter your qdata user name and password User name sampleuser Password eee Activate Back Fa Exit Figure 2 Online activation If you perform a reinstall of q sulte you may need to re activate your product Re installing and activating q suite on a previously activated handheld device will not consume a product key 1 4 Manual Activation If an internet connection is not available on your handheld device a secondary option is to activate the software manually using the qdata BEAM website http qdata com Beam login aspx In the product activation option screen select the manual activation option and click Next This will display an activation code which is used to obtain a product key for the software Q Suite Manual activation Contact your qdata sales representative with the activation code below to obtain a product key E956E E010D F30F0 03465 A70B3 15532 432D5 1321F HM Back Er Exit Figure 3 Activation code Log into your BEAM account from a computer and enter the activation code Click on the Get Product Key
20. nu with application buttons Clicking the Menu button on the lower menu bar displays a Setup and Exit option To quit the application click on the Menu button and then Exit To enter the configuration screen and change application settings click on Menu Setup 1 7 Configuration Clicking on the Setup option in the main menu will launch the configuration screen The configuration screen consists of a series of tabs that organize the application settings The system tab contains global settings that are common to all of the q suite modules The printer setup section enables users to setup a connection to a printer for wireless printing To do this enter the IP address of a network printer that is accessible to the mobile device and also its network printer port typically 9100 Click the Test button to print a test page and verify that the settings are working Click the Save button to save any configuration changes to file Click Close to exit the configuration screen and return to the main menu The other configuration tabs are documented in the sections for each respective application module Configuration Printer Setup Printer 15 1 172 29 5 10 Port 9100 ESS Q Count Q Track Q Figure 7 Configuration screen 2 q count q count is the cycle counting module within Q suite it can be used to gather information on inventory levels for both serialized and non serialized parts 2 1 Data C
21. ollection Fields Cycle count information is gathered through a series of data collection fields shown in the table below 32 DESC Description String un The WHSE LOC and PART fields are dropdovvn lists that can be used optionally to select a value from a list or scan a value from a barcode After selecting a value press Enter to submit the input and the focus will switch to the next sequential field Alternatively you may also input a value by scanning a barcode Repeat this process until all the data fields have been filled and click Save to complete a cycle count operation A more detailed view of the cycle count process is provided in the following section Note The barcode scanner should be configured to generate a carriage return keystroke after completing a scan This is how q suite is able to determine the end of a scan operation 2 2 Cycle Count Procedure 1 Select scan a warehouse Q Count Figure 8 Warehouse field 2 Select scan a location 10 SERIAL am EVEZ Figure 9 Location field 3 Select scan a part number After scanning a part the description if available will automatically be populated in the description field below it The total part quantity based on the location and part number will also be populated In this example there are 12 items in inventory for part 02202806 in location LOC1 In addition the serial field will be enabled or dis
22. quantity Inventory Re po rt 0649004076 25 100 CO 7750 2 06493331 50 CO 912Q0T 1 02202806 25 0 9120 2 0577006222 10 06493331 12 Figure 42 Shipping tab report 40 Similarly the shipping tab report provides an overview of the status of all customer orders Inventory Report ac toct Whse2 Loc2 Part 1 WSH 2 05770062287 Tver Transfers Figure 43 Transfer tab report Lastly the transfer tab report displays all of the inventory transfer operations that have been completed 4 5 Importing Data The q move module uses the same PartData xml file as q count to import part related data such as part numbers descriptions and warehouse location lists In addition an OrderData xml file is also required which defines a list of purchase orders and customer orders to be fulfilled using the receiving and shipping functions The structure of the OrderData xml file is explained below e xml version 1 0 encoding utf 8 gt lt Root gt lt POList gt lt POltem gt lt PO gt P0 12345 lt PO gt lt Date gt 1 31 2009 7 Date lt LineList gt lt Lineltem gt Line gt 1 lt Line gt Part gt 02202806 lt Part gt lt OrderQty gt 25 lt OrderQty gt lt Lineltem gt 4 lt Lineltem gt lt Line gt 2 lt Line gt lt Part gt 057700622872 lt Part gt lt OrderQty gt 10 lt OrderQty gt lt Lineltem gt lt Lineltem gt lt Line gt 3 lt
23. rted into q suite lt xml version 1 0 encoding utf 8 gt lt Root gt lt Clouds gt lt Data gt Pyrocumulus lt Data gt lt Data gt Cumulonimbus lt Data gt 18 lt Data gt Cirrus lt Data gt lt Data gt Altostratus lt Data gt lt Data gt Lenticular lt Data gt lt Clouds gt lt Design gt lt Data gt Baroque lt Data gt lt Data gt Gothic lt Data gt lt Data gt Byzantine lt Data gt lt Data gt Classical lt Data gt lt Data gt Postmodern lt Data gt lt Design gt lt Root gt 2 7 q count Configuration In addition to the general q suite system configuration there are also configuration options specific to the q count module These can be accessed In the q count tab as shown below Configuration Q Count Setup M Allow new values 8 Cycle count data OC All Q Count tables Close Ed Save Figure 17 q count configuration tab The Allow new values checkbox specifies whether new field values can be inserted into the database during the cycle counting process If the option is unchecked any input entered that does not match an existing value will be cancelled There is also a Clear button which allows the user to purge data from the application If the Cycle count data option is selected then clicking the Clear 19 button will delete only the cycle count data This allows the user to reset the data when they wish to perform a new cycle count
24. s and inventory shipping procedure IS very similar to the receiving process with the exception that instead of receiving inventory Items are shipped from inventory via customer orders A more detailed view of the inventory shipping process is provided in the following section 4 2 2 Shipping Procedure 1 Select scan a CO 30 Move co TE 0v WHSE toc vi sHIP oRDQTY Shipping Menu Fy Save Figure 29 CO field After selecting or scanning a CO the line field will automatically populate with the corresponding lines for the purchase order 2 Select scan an order line S Q Move CO LINE WHSE sx LOC sHIP oRDQTY Shipping Menu Er Save Figure 30 Line field ae After selecting the order line from which to receive the inventory the part and description fields will be automatically populated with the associated values for the selected order line 3 Select scan a warehouse and location to receive the inventory co LINE WHSE TOR Loc PART 064900407949 DESC Perpetual pendulum SERIAL SHIP ORD QTY Receiving shipping 4 Menu 255 Save Figure 31 Warehouse and location fields 4 Scan a serial number if required 32 CO WHSE vILOC LOCS PART 1064900407949 DESC Perpetual pendulum SERIAL TESTSERIAL SHIP ORD QTY V Receiving Shipping m Eri Save Figure
25. s with the information they require to gain visibility and insight into their inventory and warehouse operations q suite is comprised of three application modules q count q track and q move Each module is designed to fulfill a specific role within a warehouse asset management system q count is a module that supports cycle counting functionality q track is an asset tracking program and q move IS an inventory management application The data that is collected through the q suite modules is stored in a flat file format as comma delimited values The flat file data can subsequently be transferred from a mobile device to a permanent storage repository such as a database or ERP system 1 1 Getting Started To fully utilize the features of q suite you will need to be able to import and export data In order to transfer data to and from your mobile device you will require a method to connect your Windows Mobile Windows CE device to a computer One way to accomplish this is to dock your device in its cradle and connect it toa computer using a USB cable The connectivity options that are supported by a mobile device i e Ethernet Bluetooth will vary Please refer to your hardware documentation for specific information on data synchronization options In addition to a docking cradle and cable you may also require an additional piece of software installed on your computer to synchronize with a mobile device Computers with a Windows XP 2000
26. ta sources to populate a UDF and is relevant only for list type fields In order to create a new UDF click on the Add button This will bring up the new field property window which is used to define the attributes of each UDF when it is first created al ae New Field Properties Type Text C List Cancel Figure 16 New field property screen This screen allows a user to specify the UDF type by using either the Text or List options A text type field enables a user to enter a text string as an input value Alternatively a list type field allows a user to select a value from a collection of predefined values Once the field properties have been specified click on the Add menu button to insert the field and return to the UDF configuration screen After making any changes to the UDF properties click on the Save menu button to save and apply the edits 2 6 1 Importing UDF List data One of the configurable field properties described in the preceding section was the list data property The purpose of this property is to point to a data source that is used to populate a list field These data sources are imported into q suite using an xml data file which can contain multiple sets of data for populating list fields This xml file should be named UdfData xml and is located in the q suite directory A sample set of xml data is provided below which illustrates the format that the data must conform to in order to be impo
27. tem gt lt LineList gt ei COltem gt lt COList gt lt Root gt The lt POList gt contains a list of purchase orders to be imported Each lt POltem gt in the list has a POs and lt Date gt field as well as a lt LineList gt which holds an array of lt Lineltem gt elements that belong to the purchase order Each lt Lineltem gt specifies the line number lt Line gt part number lt Part gt and order quantity lt OrderQty gt Using this format it is possible to define any number of purchase orders to be imported to the application The lt COList gt structure is nearly the same as the lt POList gt except that the data contained within this section is used for specifying a list of customer orders ice
28. uid canister lt Desc gt 4 Assetltem lt Assetltem gt lt Asset gt MR7215 lt Asset gt lt Desc gt Light fixture lt Desc gt 4 Assetltem 24 lt AssetList gt lt Root gt All xml data is contained within the lt Root gt xml tag lt AssetLoclist gt contains a list of asset locations to be imported lt CondList gt holds a list of asset conditions Each lt Conditem gt in the list must have a lt Cond gt and lt Rank gt associated which is used to sort conditions in descending order when displayed in a dropdown list The lt AssetList gt structure holds a list of lt Assetltem gt objects Each lt Assetltem gt contains an asset number lt Asset gt and a description lt Desc gt 3 5 User Defined Fields The user defined field UDF functionality for q track is identical to that of q count Please refer to the documentation contained in the q count section of the manual for an overview 4 q move q move is the inventory management module it can be used to perform inventory receiving inventory shipping and inventory transfers This functionality is organized into three different sections each visible as a tab in the q move screen as shown below S Q Move pos v LINE vi wHSE vjLoc vi RECV ORD QTY Figure 23 Receiving shipping and transfers tab 25 4 1 Receiving Tab 4 1 1 Data Collection Fields Inventory receiving is performed through a series of
Download Pdf Manuals
Related Search