Handheld: Taking Inventory

Handheld: Taking Inventory

To begin an inventory count, start by tapping the Take Inventory button on the main screen of the S2K handheld program.

NOTE: The Take Inventory List will work similarly to the Pur Invoice List screen – this will show all of the inventory counts that currently (prior to syncing to S2K) reside on the handheld.

1. To create a new list- Tap the new button. A time and date confirmation will appear (pictured below).

2. To edit an existing list- Highlight the list by tapping on it one time, then tap the edit button.

3. To delete a list- Highlight it, then tap delete.

Verify the date and time on this screen are correct.

If so, tap “Don’t change, date/time is correct”.

Otherwise, adjust the date/time and tap “Change time and save”

The next screen is Take Inv Details. The fields shown on this page are optional.

1. Location- Where the count is taking place. This is useful for situations where you have the same item in different places throughout the store. For example, a display case or specific cooler.

2. Count By- Select who is counting the items. Employees can be setup in the S2K back office.

3. Save & Details- Tap this button to begin your inventory count.

When scanning the inventory count ONLY scan the barcode (or enter the UPC) and enter in the total in-stock QTY.

If you notice any discrepancies with the item (cost, retail, description, etc) they will have to be corrected at a later time in the S2k back office.

NOTE: Do not attempt to alter any other item details, they will not carry over into S2K.

When you finish scanning all of the items and entering the quantities, tap the X in the top right corner to save and close the count.

This will bring you back to your list of counts. You may resume one that is already saved by highlighting it, then tapping Edit or you can Delete it. You can also begin another New one from here.

Tap the X in the top right corner to close and return to the main screen.

Downloading Take Inventory into S2K

After you have completed your Take Inventory count using the handheld device you need to Sync the handheld to your back office computer and download your data to S2K.

There are two ways of sending your data from your handheld to S2K depending on the type of handheld you have: Data logic Skorpio x3 OR SC 800 /SC 8300