Data Collector Installation Manual PSIMMS User Guide
Contents
1. Checking COM Ports Please wait while Setup locates your mobile device Progress Looking for a mobile device Checking on COM Port 1 Checking USB 3 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module The program may now ask if any New Partnership partnerships are to be set with the handheld device Select the Standard partnership radio button to synchronize data between the device and the computer Select the Guest Partnership radio button to copy and move information between the device and computer or add and remove programs but NOT to synchronize data Select Synchronize with this New Partnership desktop computer Specify how to synchronize data Choose to synchronize with your desktop and or a server Click Next You can synchronize data such as e mail messages and calendar items between your device and this desktop computer However if you have access to a Microsoft Mobile Information Server with Microsoft Server ActiveSync you can also choose some information types to synchronize directly with a server getting the most up to date information even when your desktop computer is tumed off How do you want to synchronize with your device PATTIE ELELLLLELititiiiiiyy Synchronize with Microsoft Mobile Information Server and or this desktop computer Note You must have access to a Microsoft Mobile Inform2. Code TTT 998776D an Item Location Ey Issue Screen Client Location 1001 Knights Publishers 7 AAA 111 upc KEYB LOG 001 Qty Code TTT 998776D sn Item Location by _Remove Record Version 5 1 From the Issue screen stock can be issued from the inventory Choose the Customer Location and then enter scan in the item s UPC number The quantity of the item can be adjusted and finally you can scan in the Serial number if applicable Once any adjustments have been made simply click the Add button to complete the transaction and repeat if necessary 18 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Receipt Purchase Order Screen From the Receipt Purchase Order screen see right stock can be received from an existing Purchase Order First choose the Purchase Order Number The Vendor Item number and Location will auto populate Adjust the quantity of the item s as required and then click the Modify Qty button Once complete click the This PO has been received checkbox Note If you have the option on making serial numbers mandatory on the data collector you will not be able to receive the PO until you have assigned serial numbers to all items that require them to do this click the line item that requires serial numbers and then click the SN button to proceed to the PO Serial Number screen mentioned belo
3. OK to install HT esco The Installing Applications screen shown below The PSIMMS software installation shown below will will appear continue Click Yes Installing Applications Installing Applications q Xi Installing KESI PSimms Install KCSI PSimms using the default application install directory E No Cancel Next the Application Downloading Application Downloading Complete Complete screen see right will appear Leave this screen as is for the moment and proceed to the display screen of the handheld unit Version 5 1 10 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module On the screen of the handheld unit a Confirm File Replace screen see x illustration at right may appear asking if the pvbbload exe file should be Confirm File Replace replaced The file Windowsipvbload exe is hidden read only or a system Leave the handheld in its cradle and using its stylus tap the Yes To All file button Would you like to replace the existing file MC Yes to All No To All Application Downloading Complete xi Once the handheld file replacement iets is complete return to the desktop computer s Application Downloading Complete screen shown at right and click OK Please check your mobile device screen to see if additional steps are necessary to complete this installation To confirm that the system i
4. Receipt document s Update Transactions Update T ransacbone checkboxes are O lssue documentje selected click the Device to Desktop O Transfer document s Update Transfers button Note if you are O Purchase Order Received editing Sales orders on the data collector O Stock Count then make sure the and Synchronize 0 Sales Order ltem Changes Sales Orders checkbox is selected as well An Operation Information screen shows the progress of the data transfer and advises when completed see right Once the information is received from the device the i ad aa HE transaction links Receipts Issues Purchase Order Received Stock Count Sales Order Item Changes or Transfers will appear to the left of the Update buttons Clicking on the links will display the detailed contents of each type of transaction Device database updated Device database has been transfered Click the Update Transactions button and or the Update Transfer button and or the Receive PO button and or the Update Stock button and or the Update Sales Orders button each as required to complete updating the database on the desktop computer Version 5 1 21 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Windows Mobile Options With Windows Mobile you can set the stock count to zero for all items for a selected location prior to doing a physical count You can a
5. device and this computer Upon exiting this wizard Microsoft ActiveSync will open and lf your device is a quest click Explore on the toolbar and start exploring your device lf your device has a partnership synchronization starts Please wait until synchronization is complete before using your device Click Finish to exit this wizard On the next screen see right the Y Microsoft ActiveSync Microsoft ActiveSync program will a confirm that the handheld unit is Ete view Tools Help synchronized with the desktop a computer 9 E a Sync Stop Details Explore Options Click the X to close the ActiveSync Pocket PC screen Connected Synchronized Information Type Status Version 5 1 6 November 29 2006 O 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Installation of Embedded Visual Basic Runtime only for Pocket PC 2003 Note Before proceeding please ensure that the cradle for the handheld is connected to the computer and that the handheld unit remains in the cradle throughout the following procedures You should not download the eVB Runtime unless you have a Pocket PC 2003 device since it does not work on other versions of Pocket PC Download the embedded visual basic MC Documents and settings sheldon Desktop embeddedppc2 Oj x runtime from the following URL File Edit View Favorites Tools Help www kcsi ca download
6. proceed to the data collector and click on start programs file explorer and click on the msbbppc armv4 cab file to msvbppc armv complete the embedded visual basic runtime installation Eonversion Ione Copying from embedded visual basic runtime ONLY for pocket pe 2003 to My D A Version 5 1 8 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module SIMMS Mobile Setup Go to the Windows Mobile device and click Start gt Settings gt System gt Add or Remove Programs then remove KCSI SIMMS Mobile Put data collector in the cradle Click the Explorer button in the Active Sync and click the My Windows Mobile based Device button Then navigate to Program Files and delete the whole SIMMS Mobile folder Copy the setupSimmsMobile CAB file to the data collector Install by navigating to it on the data collector and clicking it Follow the instructions on the device if prompted NOTE Use the device location Go to SIMMS Launch the Modules Data Collectors Windows Mobile Synchronization Make sure data collector is in the cradle and click Connect Click Transfer Information to Device When done go to the device and navigate to Program Files SIMMS Mobile and click the SIMMS Mobile application Click Initialize This copies all data from Sync to the SQL tables on the data collector this process can take quite several minutes Once done click Physi
7. start SIMMS Mobile Select Items Select Print from the menu Select Options Please make sure to select the appropriate row you wish you selections to be in Also for upc select field as barcode and select a barcode type Under the menu option you can select to Save as Template if this is the format you wish to use all the time To select the template just choose Menu gt Load Template Click Next Select the printer Zebra RW QL Select the COM port you configured Select Monochrome Select Custom Paper Size Enter 6cm x 11 cm Click Start Printing IP Printer Plug the printer into the computer s serial port Load the Label Vista on a computer connected to the printer via serial Launch the Label Vista program on the computer Click Printer gt Network Setup Network Setup with Encryption if you have an encrypted network complete the setup and click test if successful Write down the assigned IP and note the port used as you will need it on the data collector On the device start SIMMS Mobile Select Items Select Print from the menu Select Options Version 5 1 24 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Please make sure to select the appropriate row your wish you selections to be in In addition for UPC select Field as barcode and select a barcode type Under the Menu option you can select to Save as Template if this
8. Kornyk Computer Solutions International Inc 31157 Creekside Drive Abbotsford BC V2T 5J9 Tel 604 504 7936 Fax 604 504 7976 Website www kcsi ca Email sales kcsi ca Inventory Management Software Data Collector Installation Manual PSIMMS User Guide Version 5 1 SIMMS Data Collector Module lnStallation OF ACIVESVNE SOMWaAN A Dc nessa 1 Installation of Embedded Visual Basic Runtime only for Pocket PC 2008 oocccccccncccnncccccocconccononccnnncnnnconnononancnnnonnnancnnncnnnnanons 7 SIMMS M ble CU dabas 9 Installation of the PSIMMS Software ccccccccccssssssssesssseeeeeeeeeeeeeeeeeeseeseeeeeeeeeeeeeeeeeeeesaaaaeaussaseeeeeeeeeeeeeeeeeseaaaaaaaseeeeeseeeeeeeeeees 10 POCKEL PG SVM MrOMmiz QUOI it lis 12 Using the P SIMMS Progra Mistica td 13 TOS S CSS cts das 16 Tantra 16 Search tor oales Orders Cr ot ia 17 A e o 0 E E O 17 id nn o A 18 co ett AE bode oleseubanieagneacineae 18 Receipt Purchase Order ocre en maspinen a a a a a a a 19 Purchase Order Seral Number Screen senese a usec E a a aE EE 19 Search Inventory o reefs aaa a E I E a a ara a aa 20 SOCK OC EE A 20 Updating Inventory from Device To DESKON vanities A A te ees Er 21 Windows MODIIG ODIs ariii aranan eee N EAEE AA AA AA 22 Initializing a New Session for the Handheld Device cccccccccccconnccnnncconononccnnnnnonononanncnnnnnnnononannnnnnnnnnonnnnnnnnnnnnnnrnnnannnnnininns 22 Blue Tooth and Neiwork PANTEON or ss EN A A AAA eave cee estes 24 Tro
9. S PSIMMS programs all item UPC numbers must be entered scanned into the desktop s copy of the SIMMS database before the handheld s version of PSIMMS will be able to recognize the numbers Once all UPC codes have been entered into the SIMMS database the handheld will recognize the UPC numbers To use the scanning feature of the handheld simply place the cursor in the UPC field on any PSIMMS screen and scan the barcode of the item Version 5 1 14 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Version 5 1 15 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Options Screen From the Options screen you can determine if some important functionality should be turned on or off If you wish to turn on UPC Indexing then click the Use UPC Index selection box to affix a check mark If you wish to utilize serial numbers then click the Use Serial numbers selection box to affix a check mark If you wish to Prevent duplicate serial numbers from being scanned in per transaction then click the Prevent duplicate S N per transaction selection box to affix a check mark If you wish to make the assigning of Serial numbers to serialized items Mandatory then click the Serial Number is Mandatory selection box to affix a check mark Click the Save Options button to save the changes Transfer Scree
10. and choose Prepare for download Then login to SIMMS and from the Modules menu gt Data Collectors gt Windows Mobile Synchronization screen select Transfer Information to Computer 13 Once you have confirmed the information click Import into SIMMS to finalize the import Version 5 1 28 November 29 2006 O 2006 by Kornyk Computer Solutions International Inc All rights reserved KCS Important SIMMS Software Contact Information Address Kornyk Computer Solutions International Inc 31157 Creekside Drive Tel 604 504 7936 Website www kcsi ca Abbotsford BC V2T 5J9 Fax 604 504 7976 Email sales kcsi ca 31157 Creekside Drive Abbotsford BC V2T 5 9 Canada Sales Phone e mail Support Phone e mail Fax Accounting Phone e mail Version 5 1 604 504 7936 sales kcsi ca 604 504 7936 Support kcsi ca 604 504 7976 604 504 7936 colleeno kcsi ca November 29 2006 O 2006 by Kornyk Computer Solutions International Inc All rights reserved
11. and initialize and use the handheld data collectors 2 The data collector experienced a Hard Boot power interruption Should the data collector have experienced a hard boot or some semblance of power interruption and not reinitialized properly with SIMMS check two specific things a On the handheld device click the Startup folder within the Programs File Explorer My Device Windows folder to confirm that a file called ScanWedge exe for the PPT 2800 or ScanWedget exe for the PDT 8100 exists there Version 5 1 25 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module If the appropriate file exists in the Startup folder then proceed to Section b below If the appropriate file in not in the Startup folder then proceed with the following steps to install it b Access the SIMMS CD by clicking on the My Computer icon on the desktop Display the contents of the Pocket PC Kit Wedge subfolder on the CD then the subfolder inside it which corresponds to the model of the data collector ppt2800 sps3000 or pdt8100 Right click on the ScanWedge executable and click Copy c With the data collector in its cradle double click the ActiveSync icon the round green one on the desktop computer s taskbar d On the ActiveSync main screen click the Explore icon to display the contents of the root folders of the data collector Now click on the My Pocket PC or My Device icon s
12. ation Server with Server ActiveSync to synchronize with a server You will also need to have the necessary information to configure your connection with the server Version 5 1 EEE eiii Synchronize with this desktop computer AA III a e aaa ana aa ana naaa nan ERRE ENEE RENE REA H Set Up a Partnership This wizard helps you establish a partnership between your mobile device and this computer You can set up either a standard partnership to synchronize data between your device and this computer or a quest partnership to simply transfer data between your device and this computer What kind of partnership would you like to establish between your device and this computer want to synchronize data between my device and this computer keeping data such as e mail and calendar items up to date in both places Guest partnership want to only copy and move information between my device and this computer or add and remove programs do not want to synchronize data coca _ Heb November 29 2006 O 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module On the Number of Partnerships screen select Yes and then click Next Select Number of Partnerships Select whether you want to synchronize with just this computer Your device can have up to two partnerships or a partnership with only this computer Do you want your device to have 4 partnership an
13. by selecting the Sales Order Number drop down box selecting a Sales Order number then clicking on Search button to the right of the applicable drop down field Sales Order Screen From the Sales Order screen you can adjust existing Sales orders You can add items to the sales order by clicking the add button selecting a location then scanning in the UPC code for the item you wish to add then you can override the Qty and price and click save You can delete items from the sales order by clicking the delete button selecting a location then scanning in the UPC code for the item you wish to delete and click save Version 5 1 17 Search For Sales Orders By Customer Number a By Customer Mame By Sales Order Number a Sales Orders order tuner cto AN uc o code A Qty E Pre 7 DELETED November 29 2006 O 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module New Receipt Screen From the New Receipts screen stock can be added to inventory First choose Vendor Location and then enter scan in the item s UPC number The quantity of the item can be adjusted and finally you can scan in the Serial number if applicable Once any adjustments have been made simply click the Add button to complete the transaction and repeat if necessary Mew Transaction _ Client Location 1001 Knights Publishers AAA 111 upc KEYB LOG 001 hy
14. cal Count if you receive an error message re click Set your Options click Menu gt Enable and make sure there is a check mark on Mfg Lot and no check mark on Qty Set more Options click Search By then select UPC and Mfg Lot This enables your apparel usage To use the Physical Count screen select a Location click in the Search field and scan then go to the next item and scan again etc until your Physical Count is done please do a sample test of this process before going live When done X out to close the screen then at the Main Screen click Settings and prepare for the download Go to SIMMS Launch the Modules gt Data Collectors gt Windows Mobile Synchronization Make sure the data collector is in the cradle and click Connect Click Transfer Information from Device Click on Import to SIMMS to move the physical counts into SIMMS Version 5 1 9 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Installation of the PSIMMS Software To proceed with the installation of the PSIMMS software first change to the Pocket PC Kit SIMMS Data Collector Program folder on the SIMMS CD Once there double click on the SETUP EXE file When the Setup screen appears showing the Destination Folder click OK to install Setup will install your application in the following Destination Folder You may change the Destination Folder if you wish Then click
15. ct Installation Folder screen Microsoft ActiveSync will appear see right A Select Installation Folder l Install Microsoft ActiveSync in the default folder or create a new one Click Next Files will be copied to the computer see right i E ao i be Sore am r Onir g tile NKESWAC CON eE Rie fe AA i ni A A AA Version 5 1 2 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Once the copying files is completed the Get Connected screen will open see right Click Next The program will check the existing COM port If all previous setup installations for the handheld unit have been successful a connection will be established and the ActiveSync icon will appear on the startbar and show its actual connection in two ways 1 The ActiveSync icon will change in color from gray to green and 2 The handheld unit will emit a series of tones Version 5 1 Get Connected 2 Get Connected After installing batteries or plugging in the AC adapter do one of the following Use the serial cable to connect to a COM port on the back of this desktop computer and click Next Use the USB cable to connect to the USB port on the back of this desktop computer ActiveSync will automatically detect the device connection You can also connect your mobile device using infrared IR For more information click Help Get Connected
16. d synchronize with only this computer rr mu OS PEEEELEFFEFELII RIIIE REEL EE EEE REEF FELIPE EEE Remove any existing partnerships on my device and set up a new partnership with just this computer C No want to synchronize with two computers Set up a partnership with this computer but do not remove any existing partnerships on my device coca _ to On the Synchronization Settings screen deselect all boxes and then click on Next New Partnership Select Synchronization Settings Select the type of information you want to synchronize To synchronize 4 particular type of information select its check box To stop synchronization of that information clear its check box Mobile Device op Computer OA AvantGo AvantGo Channels OS Calendar Microsoft Outlook _ gt Contacts Microsoft Outlook _ 4 Favorites Internet Explorer LIH Files Synchronized Files 52 Inbox Microsoft Outlook LJ Notes Microsoft Outlook To find out more about and to customize what gets synchronized click Setti on that information type in the list and then click Settings se cack THe cores tte Version 5 1 5 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module When the Setup Complete screen New Partnership appears click Finish Setup Complete You are now ready to start exchanging information between your mobile
17. demo E A Ta a Ar E tg Back gt 2 Search Folders c kcsi embeddedppc2003 zip and Q Q Ds m IS X I un compress the zipped archive to a ial instructions txt E Poe eee i ext Document i directory on your computer The a 2 853 KB image on the right shows you what should be in the archive MM Computor A Elo Edt View Go Favorites Heb i eee _ e 2 4 A MD a 2 ee Belo Forward Up Cut Copy Pate Undo Dele Double click on the My computer icon and proceed to the Mobile Device object as in the illustration to the right Bac Foward Up Adet E My Computer ee Ih Floppy 4 3 Inch Floppy Disk a ic Local Disk 7 8568 4 40G8 DEl CD ROM Disc CE Printers System Folder GH Control Panel System Folde 52 DiakUp Networking System Folder CENT Synem Folder a Scheduled Tasks System Folder Gb web Folders System Folder Copy the msbbppc armv4 cab file to the mobile device directory you will i Microsoft ActiveSync may need to convert files when synchronizing receive the message on the rig ht just between your mobile device and this desktop computer select OK to continue Note 4 converted file might not contain all information found in the original file Help Version 5 1 7 November 29 2006 O 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module You will see the screen on the right Copy amp Convert to mobin ESTE appear once complete
18. howing there and then click through to the Windows Startup folder and paste the file there A screen like the following will appear Copy amp Convert to mobile device format E x Scan edge re 4 p me Lonversion one Copying from ppt2800 to StartUp Once this is complete proceed to Section 2b below to e Test the data collector s scanning ability f If the data collector is not emitting the red beam which enables it to scan barcodes proceed to the Programs File Explorer My Device Windows Startup folder on the data collector g Click on the version of the ScanWedge executable file that is there On the lower right side of the data collector screen a menu screen will appear h Once there click on Scanner and then on Enable i Press one of the triggers on the data collector to confirm that the collector now emits the beam required to scan The data collector is now prepared for use with SIMMS software Version 5 1 26 November 29 2006 O 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module 3 There is an access problem with the SIMMS MDB file Open Windows Explorer and locate the SIMMS MDB file Right click on the file choose Properties and deselect the file s read only status then click the Apply button The file should allow access from this point forward Version 5 1 27 November 29 2006 2006 by Kornyk Computer Solu
19. is the format you wish to use all the time To select the template just choose Menu and Load Template Click Next In the printer selection area select the network printer Click More Settings in the printer selection area and make sure Scroll is selected Select Monochrome Select Custom Paper Size Enter 6cm x 11 cm Click Start Printing Troubleshooting the Data Collectors lt may be possible that several other issues could arise to prevent the optimum or correct usage of handheld data collectors They are listed below 1 Microsoft Jet database engine is not installed on the system Since its introduction in 1992 the Microsoft Jet database engine has not been a stand alone product it cannot be purchased at a local software retailer Most users however have learned about it in a secondhand way from applications such as Microsoft Access Microsoft Office Microsoft Visual Basic Microsoft Visual C or Microsoft Visual J Should a system have none of these applications installed the Microsoft JET engine will have to be installed in order to run the SIMMS software on a handheld data collector To install JET on a desktop computer a If SIMMS is currently running close it completely Click My Computer and access the contents of the SIMMS CD b Proceed to viewing the contents of the Pocket PC KIT Wet 4 0 folder c Run the Jet40Sp3_Comp exe file d Once installation of Microsoft JET is complete open SIMMS
20. lso set the stock count to zero for a selected item If you have SIMMS Windows Mobile not POCKET PC you should upgrade to the new version by doing the following never forgetting to make sure all data to be synchronized from the data collector is already sync d to SIMMS prior to upgrading SIMMS or moving forward with any Windows Mobile upgrade Initializing a New Session for the Handheld Device Once a previous session of transactions on the handheld device SIMMS for Pocket PC 3 has been transferred successfully to the desktop the handheld device must be reinitialized cleared for its next session PSIMMS 02072005 To do this access the PSIMMS main screen on the handheld Delete Previous Operations device and then choose Delete Previous Operations New Receipt New Issue Transfer Sales Orders Options Prior to using the data collector the next time update the information in the handheld Version 5 1 22 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module On the desktop version of SIMMS select Data Collectors and then Pocket PC Synchronization to open the Pocket PC Synchronization screen Click the Desktop to Device button Once this phase is complete the handheld device is ready to be removed from its cradle and used for a portable session Note Unless you plan on editing sales orders on your data collector uncheck the Synchronize Sales Orde
21. mission When the Pocket PC Synchronization E Data Collector Synchronization mE E screen opens see right check both the Update Items and the Update Stock buttons ie i a o aera and then click the Desktop to Device button and the transfer will commence I Synchronize Items e Synchronize Stock F Synchronize Sales Orders I Just Items With UPC Note Unless you plan on editing sales orders To import informationfrom the Data Collector device to SIMMS on your data collector uncheck the Synchronize Sales Orders selection prior to synchronization as this feature slows down the synchronization process and data collector due to the amount of data required If you only wish to utilize items with a UPC code in your data collector you may also wish to make sure there is a check mark in the Just Items with UPC selection this will speed up the synchronization process and data collector due to the fact that less data is required Once this is complete proceed to the PSIMMS program on the data collector Version 5 1 12 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Using the PSIMMS Program To use the PSIMMS program on the handheld unit begin at the 423 Start main screen of the Pocket PC Next tap the Start button with the ii stylus see right JNE icrosoft The contents of the Programs group available on the handheld will now appea
22. n From the Transfer screen stock can be transferred from one location to another Choose the From Location Code location goods are being transferred from and then choose the To Location Code location to which inventory will be transferred Next scan enter the item s UPC code and adjust the quantity of items if necessary finally you can scan in the Serial number if applicable Once selections have been made click the Add button to complete the transfer and repeat if necessary Version 5 1 16 Use UPC Index Use Serial numbers Prevent duplicate S N per transaction Serial Number is Mandatory Save Options Transfer z Moving Fram Moving To 001 1558 Y TRE OOLA hi UPC Qty Code Pla Sheet Roll sH Item LocIni LocFinal gey la Sheet K 001 1558 TRE O01A 1 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Search for Sales Orders Screen From the Search for Sales Orders screen You can find a sales order you wish to open one of three ways 1 By Customer Number by selecting the Customer Number drop down box selecting a customer number then clicking on Search button to the right of the applicable drop down field 2 By Customer Name by selecting the Customer Name drop down box selecting a customer name then clicking on Search button to the right of the applicable drop down field 3 By Sales Order Number
23. oose the Location first the click the View Stock button to see all the Items in that location To add stock or to adjust quantities simply tap that item in the description list and then change the amount as required then click the Add button Repeat if necessary Version 5 1 20 Search Inventory UPC 74 5533 21 Code OnHand Item Code Location Widget WWHS 002 1 Location OPE Amount 2223455 Add i November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Updating Inventory from Device to Desktop Once all transactions are complete on the handheld device place the device in its cradle The Microsoft ActiveSync program will reestablish the connection between the device and the desktop computer Once the connection is established the transactions and changes can now be transferred from the handheld to the desktop database Open SIMMS on the 5 Data Collector Synchronization E Ioj x desktop Select the Modules dropdown To export your inventory information to the Data Collector device press Desktop To Derce menu then Data Collectors and then W Synchronize tems W Synchronize Stock Synchronize Sales Orders Pocket PC Synchronization I Just Items With UPC After ensuring that To import information from the Data Collector device to SIMMS press Device To Desktop the Synchronize Items and Synchronize Stock O
24. r The sample screen in at right shows all programs available PS Programs Locate the PSIMMS icon and tap on it with the stylus E 3 MSN Reader Messenger Version 5 1 13 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module The figure at right shows the main PSIMMS screen with the nine options which are to PSIMMS 02072005 Delete Previous Operations on the Data Collector a Access the New Receipt screen Delete Previous Operations Access the New Issue screen New Receipt Access the Transfer screen Access the Receipt Purchase Order screen Access the Stock screen Access the Sales Orders screen Receipt Purchase Order Access the Search screen Access the Options screen New Issue Transfer Sales Orders To choose an option simply tap the screen with the stylus Warning Once a session of PSIMMS has begun on the handheld device please be aware that there is a limit to one of two particular types of activities 1 Any number of receipts and or issues and or sales order transactions or 2 Any number of transfers and or stock transactions One session can contain only one of the above types To conduct transactions of the opposite type on the handheld transfer all data from the handheld to the desktop then reinitialize the handheld unit before proceeding Warning To use the UPC scanning capabilities of handheld devices with SIMM
25. rs selection prior to synchronization as this feature slows down the synchronization process and data collector due to the amount of data required If you only wish to utilize items with a UPC code in your data collector you may also wish to make sure there is a check mark in the Just Items with UPC selection this will speed up the synchronization process and data collector due to the fact that less data is required Version 5 1 S Data Collector Synchronization Piel ES To export your inventory information to the Data Collector device Desktop To Device i Synchronize Items e Synchronize Stock F Synchronize Sales Orders Just Items With UPC To import information from the Data Collector device to SIMMS Device To Desktop 23 Update Transactions Update Transfers Update Stock Update Sales Orders Close November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Blue Tooth and Network Printer Setup Blue Tooth Printer installation instructions On the device install the BTEXPLORER program from Zebra Create a new connection to the printer by Launching the BTEXPLORER program that you installed on the device Proceed to the Tools menu and select Tools gt Settings gt Virtual Com Port and set COM4 as Blue Tooth IMPORTANT Do not connect to this port but leave it disconnected as the program does the connection as required On the device
26. s operating properly there is a visual aid to on both the desktop and the handheld device 1 50 PM When the mouse is placed over the round green icon in the taskbar the word Sy nchronized Synchronized will appear as at right PO The PSIMMS installation is now complete Once the Pocket PC is synchronized with the desktop with to SIMMS the PSIMMS software can be run for the first time The next step is to synchronize PSIMMS with SIMMS Version 5 1 11 November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Pocket PC Synchronization For ease of data collection SIMMS supports the use of the Pocket PC which not only allows entering inventory transactions and information but also facilitates entering with its ability to scan barcodes present on items or cases of stock Once the PSIMMS program is installed on the Pocket PC make certain that the Pocket PC is in its cradle and attached to the desktop computer To synchronize the PSIMMS inventory data Modules on the Pocket PC with the SIMMS inventory estes gt data in the desktop for the very first time PUCHA gt from the SIMMS main screen click the Modules dropdown menu then select Data i Collectors Pocket PC Synchronization as shown at right Accounts Receivable Payable gt Work Order gt Apparel Matrm gt Export Data to QuickBooks Barcodes CPE Tracking POS Sales Com
27. tions International Inc All rights reserved SIMMS Data Collector Module MC70 Installation Instructions For the Symbol MC70 data collector please use the following steps for installation 1 Install Active Sync 4 1 on your computer 2 Synchronize the Windows Mobile Device with the computer 3 Be certain that the device is using the Windows Mobile 2005 platform 4 Synchronize the device with the computer and install dotNET Compact Framework v2 Redistributable on your computer As soon as this is done an installation will begin on the device On the MC70 select the device location and click Install 5 Copy using Active Sync and install on the device the sqice30 wce5 armv4i CAB using the on device option 6 Copy using Active Sync and install on the device the setupSimmsMobile CAB using the on device option 7 Log into SIMMS and proceed to Modules menu gt Data Collectors gt Windows Mobile Synchronization 8 Connect and synchronize to the device Click Connect then click the button labeled Transfer Information to Device 9 Use SIMMS Mobile by accessing DevicelProgram FilesiSimms Mobile and clicking the SIMMS Mobile executable 10 On the device click the Initialize button to bring all the transferred data from SIMMS into the Windows Mobile SQL tables Wait until the information is imported 11 Use SIMMS Mobile 12 When you want to synchronize back to the computer proceed to the device and go to the Settings menu
28. ubleshooting the Data Colecistitis 25 MG 70 Installation IAstUctioONS ci id la idos 28 Version 5 1 i November 29 2006 2006 by Kornyk Computer Solutions International All rights reserved SIMMS Data Collector Module Installation of ActiveSync Software Note Before proceeding please ensure that the cradle for the handheld is connected to the computer and that the handheld unit remains in the cradle throughout the following procedures From the Pocket PC Kit Microsoft Microsoft ActiveSync Synchronization Software folder on the SIMMS CD double click on MSASYNCH EXE file The A installation will extract files as at a right before proceeding with the installation Files will then be copied to the hard drive The Microsoft ActiveSync setup Microsoft ActiveSync screen will open when the files have finished copying To proceed click Next Before you can exchange information between your mobile device and this computer you must set up ActiveSync This setup wizard will guide you through Installing the ActiveSync program on this computer Setting up your mobile device Note It is strongly recommended that you exit all Windows programs before continuing with this setup wizard Click Next to continue with the setup process Click Cancel to quit setup Cancel Version 5 1 1 November 29 2006 O 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module A Sele
29. w Purchase Order Serial Number Screen From the Purchase Order Serial Number screen see right you can assign serial numbers to the items as required In the S N field scan in the required serial number then click the Add button to insert the serial number repeat until you have entered the same number of serial numbers as line item qty received once complete click the X on the top right to return to the Receive PO screen in order to complete your receipt or select another line item to assign serial numbers to Version 5 1 19 Purchase Order POF 07 VIEW vendor 123 Sample Vendor 0058754 001 33584 F Received Oty This PO has been received Item Location PO Receive New feature On the Receipt Purchase Order screen it is now possible to receive partial purchase orders in PSIMMS vendor 123 Sample Vendor Location 001 33584 Freezer Item Code 09058754 SiN November 29 2006 2006 by Kornyk Computer Solutions International Inc All rights reserved SIMMS Data Collector Module Search Inventory Screen From the Search Inventory screen see right searches can be carried out for particular stock items by entering scanning either the item s UPC number or its Code number then click on the Find button to display the Location and On Hand information for that item on the screen Stock Screen From the Stock screen see left stock can be viewed in any location and changes made as required Ch
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