PDT Part 4: Using the PDT for Inventory Counting
Reference Number: AA-00218 Views: 18154 Created: 2011-12-21 18:32 Last Updated: 2014-12-04 14:18 0 Rating/ Voters

Using the PDT with Artisan

Remember that you can use a PDT for many purposes besides physical inventory counting, such as entering sales, gift registries, or purchase orders. Look in the corresponding sections of the Artisan User's Manual for general instructions.

This article is the fourth and last one in helping you set up the PDT. If you need help with the PDT navigate through the appropriate option below.

PDT Part 1: Setting up PDT for Inventory Counting

PDT Part 2: Transfer Product Lookup Table to PDT

PDT Part 3: Start Counting Using a PDT

For more information on physical inventory counting, see also the Knowledge Base articles on "Physical Inventory Counting - Helpful Hints" and "Physical Inventory Counting Using a PDT".




Collect Data

In most cases, we recommend using Lookup Tables with this PDT. Before you start collecting data, you should download a new product lookup table (unless you're sure the PDT already has the latest table loaded). See the Knowledge Base article, "Using Product Lookup Tables with PDTs".

Steps:

- Turn on the PDT.

- You should see two options: "1. Run Program" and "2. Utilities". This is the Main Menu. (If you don’t see this menu, press ESC until it appears.)

- Select option 1. Run Program.

- Scan the item by pressing the orange button OR key in the item code using the keypad. Press the Alpha key to enter letters. Press the Enter key when finished keying the item code.

- If you're using a Lookup Table, you will get an error on the PDT screen if the code you entered is not recognized. (Set the item aside and enter it manually, later.) Otherwise, you'll get a confirmation with the product description and/or other information selected by the particular PDT Program you loaded when configuring the PDT.

- Enter the quantity and then press the (Enter) key. (This key is on both sides of orange scan button, but you only need to press one of them.) If you were using the Alpha key, you will have to press the Alpha key again to switch back to numbers.

- Repeat steps 4-5 until complete. Always TEST communication by scanning some items (with the PDT) into the cash register prior to large batches. Huge batches are not recommended – don’t scan over 500 items without uploading, although the PDT may hold many more, in case something happens to the PDT.




Upload Data

Steps:

- Make sure you are in the correct screen when uploading data, depending on how you want to use the collected counts. For physical counting, this would be the "Enter Inventory Counts" menu under "Physical Inventory Counting" in "Stock Management". Main Menu => 2)Inventory & Pricing => 2)Stock Management => 5)Physical Inventory Counting => 2)Enter Inventory Counts

- From the appropriate screen in Artisan, either select "Upload from Portable Data Terminal" (if available), or press key combination Ctrl-F10. A pop-up in Artisan will remind you of the following steps.

- Turn on the PDT.

- You should see two options: "1. Run Program" and "2. Utilities". This is the Main Menu. (If you don’t see this menu, press ESC until it appears.)

- Select option 2. Utilities.

- Select option 1. Transfer Files.

- Press option 2. Send Data.

- Put the PDT into the Cradle.

- Select OK in Artisan to begin the upload. Artisan will let you know when it's done.




Edit Data (Correcting mistakes)

Steps:

- If you're in the middle of Collecting Data, press ESC on the PDT until you get back to the main menu.

- You should see two options: "1. Run Program" and "2. Utilities". This is the Main Menu. (If you don’t see this menu, press ESC until it appears.)

- Select option 2. Utilities.

- Select option 2. Browse Records.

- If you have both a Lookup Table and Data loaded, you will have to select which one to browse.

- Press the Up and Down Arrows to scroll through the records.

- Hold down the Alpha/Function Key to activate the Function Keys such as F9 for Delete. While still pressing the Function key, press 8 for Edit or 9 to Delete the record.

- If you are editing the record, use the up and down arrows and the BS (backspace) keys to edit the data. Normally it is easier to delete the bad record and enter it again.






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