When the user enters the device and logs into the application, they will see the main menu. From there, the user interface will be described as follows.

1 Interface

Device


Movement Manager
1 (Button) Manual generation of movement.
2 Manual movement indicator, created in the device.
3 Automatic movement indicator, created in the central system.
4 Movement type and description.
5 Source/Destination warehouse code.
6 Movement notes.
7 Movement status.
8 Movement date.
9 Driver terminal code.
10 Movement confirmation level.

1.1 Delivery

The Delivery movement is used when the store or warehouse where the device is located receives an item delivery, and the user has to process Receiving.

In some cases, employees must check whether the items and quantities received correspond to the items and quantities proposed by the central system.




1.1.1 Automatic Generation of Delivery Movements

Once the Delivery registration form has been accessed, fields must be filled in with the corresponding information. Fields must indicate the desired movement type (in this case IN (Delivery)), the terminal used, and the Source where the items originated.

The 'Lines' tab contains the items which the user will need to confirm reception of goods.

Automatic Generation of Delivery Movements

After clicking the 'Confirm' button, the movement cannot be modified, and its status switches to 'Confirmed', allowing it to be synchronized to the device.

Once synchronized in the device, the movement changes status and indicates the time elapsed since synchronization.


Confirm Option

Similarly, a 'Cancel' button is also available to change the movement status to 'Canceled'.


Cancel Option

1.1.2 Interaction of Delivery Movements in the Device

The device contains a list of movements. By simply clicking on a movement, it is possible to access its line items.

Inside will be found the movement list of preselected items which form part of the Delivery.

Deliveries

By clicking on the 'NEW' button, a Manual Delivery Movement can be added. A window will appear with all corresponding data which must be filled in to create the movement.


Manual Generation of Delivery from Device

Once the user has manually generated a Delivery, they start adding the items entering the warehouse. Items are entered on the device using the '+' button. A window will be displayed with all item details which must be filled in, e.g. EAN code and quantity.


Manual Generation of Delivery from Device

Device Movement Interface Configuration:



Line Manager
1 EAN code entry field, so that quantities can be confirmed with a scanner.
2 Button to cancel the movement and all its lines.
3 Button to lock all lines, so as to be able to end the movement.
4 Button to confirm all quantities on all lines. (Transfers the value of the quantity proposed by the central system to Confirmed Quantity.)
5 Button to add a line to the movement. (User must possess necessary permissions.)
6 Button to enable the device camera and be able to read the barcode.
7 Button to confirm a specific movement line's quantity. (Transfers the value of the quantity proposed by the central system to Confirmed Quantity.)
8 Button to decrease quantity.
9 Button to increase quantity.
10 Button to lock a line and confirm the value entered.
11 Button to reset quantities.

1.1.3 Closing the Movement

Once the quantities are confirmed and the movement lines are locked (by clicking on the padlock), the 'Close' button will appear.

After pressing on the 'Close' button, the movement remains locked to editing, ready to be synchronized with the central system.

When confirming quantities, the movement receipt can also be printed by pressing the 'Print' button. This process will close the movement, in the same procedure as when the 'Close' button is pressed.

Pressing the 'Print' button shows the user a preview of the receipt to be printed.

SYNCHRONIZE the movements performed, turning over all information to the central system.



Below, stock updates between multiple warehouses can be found.

Here we can view the performance of a Delivery movement. In this case, an item delivery has been performed, sent from the CENTRAL (Source) warehouse to the W_SPORTS warehouse (User Warehouse).

Stock CENTRAL Warehouse BEFORE Delivery Stock W_SPORT Warehouse BEFORE Delivery
Stock CENTRAL Warehouse AFTER Delivery Stock W_SPORT Warehouse AFTER Delivery

1.2 Shipment

Shipment movements involve items that exit the user warehouse where the device is located. Therefore, the user must specify the Destination warehouse where the item(s) will be sent.

As in the Delivery Movement, it can either be set automatically from the Central System or manually from the device.

Once the Shipment registration form has been accessed, fields must be filled in with the corresponding information. Fields must indicate the desired movement type (in this case OUT (Shipment)), the terminal used, and the Destination where the items will be sent.

The 'Lines' tab contains the items which the user will need to confirm shipment of goods.


Generating a Shipment Movement

Once the movement is listed as 'CONFIRMED' in the form, it will appear on the device once the central system is synchronized.


Manual Shipment Movements on the Device

The number and quantity of items shipped must be checked by an employee. So, once all items have been checked and confirmed (using the padlock), the movement can be closed and ended.
Closing a Recount Movement

The movement performed must be SYNCHRONIZED, turning over all information to the central system.



Below is an example of a stock update at the W_SPORTS warehouse (User Warehouse). Stock updates at the destination warehouse are not viewable. This is when the system asks to perform Recount, Inventory or Adjustment movements.

The performance of a Shipment can also be seen here. In this case, an item shipment has been performed, sent from the W_SPORTS warehouse (User Warehouse) to the CENTRAL (Destination) warehouse.


Stock W_SPORT Warehouse BEFORE Shipment
Stock W_SPORT Warehouse AFTER Shipment

1.3 Recount

As mentioned before, Recount movements can only be generated automatically. This occurs when the central system wants the user to perform a Recount of one or more items.

The Recount movement type will not allow any item to be added beyond those proposed by the central system.

The central system can send the user a blind or guided recount. The difference between the two is that blind recounts do not indicate what the counted items' quantities should be. On the other hand, for the guided recount, the central system will indicate the quantity of items that should exist in the indicated warehouse.


Creating a Recount Movement
As mentioned above, the Recount movement can be configured in two ways, as follows:
Set a BLIND Recount Set a GUIDED Recount

Once the movement has been 'CONFIRMED' in the form, it will appear oin the device once the user synchronizes it.


Recount Movement in the Device

Perform a Blind Recount Perform a Guided Recount
The number and quantity of items counted must be manually checked by an employee. Therefore, once all items have been checked and confirmed (locked with the padlock), the movement can be closed and ended.
Closing a Recount Movement
The movement performed must be SYNCHRONIZED, turning over all information to the central system.

If the item stock has changed during the recount, the central system will be able to 'Process' the stock level change by selecting the desired item and pressing the 'Process' button.

Below is an example of stock updates to the user store/warehouse (W_SPORT).

Stock BEFORE the Recount is processed Stock AFTER the Recount is processed

1.4 Inventory

Inventory can be set automatically from the central system or manually from the device, depending on the situation required.

It can be performed in two ways:

  • A guided inventory sets the inventory movement automatically with certain item lines, but the system has not indicated what the item quantities should be. In addition, while performing the movement, more items can be added, if needed, from the device.
  • It can be set automatically or manually, but no item lines are configured. Items must be added manually from the device.

Creating a Normal or Guided Inventory Movement

Once the movement has been 'CONFIRMED' in the form, it will appear on the device once the user synchronizes it.


Inventory Movement in the Device

Example of Two Inventory Modes

The example below demonstrates how the user performs both types of Inventory.
Perform Normal Inventory

Perform Guided Inventory
The number and quantity of items inventoried must be checked manually by an employee. Therefore, once all items have been checked and confirmed (locked with the padlock), the movement can be closed and ended.
Closing a Recount Movement
The movement performed must be SYNCHRONIZED, turning over all information to the central system.
Ending Inventory in Central System

If the item stock has changed during inventory, the change can be processed from the central system by selecting the desired item and pressing the 'Process' button.

Below is an example of stock updates at the user store / warehouse (W_SPORT).
Stock BEFORE the Recount is processed Stock AFTER the Recount is processed

1.5 Adjustment

Adjustment movements can only be set manually from the device. These are used to change one or more items' stock, when an incorrect quantity has been indicated. This adjustment allows us to change the stock of an item/items from the device, without the need for checking and processing by the central system.


Creating an Adjustment Movement
The number and quantity of items adjusted must be checked manually by an employee. Therefore, once all items have been checked and confirmed (locked with the padlock), the movement can be closed and ended.
Adjustment Performance
The movement performed must be SYNCHRONIZED, turning over all information to the central system.
Below is an example of stock adjustments at the user warehouse (W_SPORT).
Stock BEFORE Adjustment Stock AFTER Adjustment