Inventory Pro Mobile

Presales Support

Call – (610-266-7200)
Email – ipsales@cissltd.com

Support for Clients and Registered Users:

Call – (610-266-7200)
Email – support@cissltd.com

We are here to help,

Feel free to call with any questions you may have. Normal Support hours are 8:30 a.m. to 5:00 p.m. M-F

Support Plan Details

CISS Support.pdf

 

 

Inventory Pro Mobile

Table of Contents

Inventory
Pro – Mobile. 2

Available Functionality and Features: 2

Logging In. 2

Inventory Management. 4

Search Inventory. 4

Inventory Catalog. 4

Pending Transactions. 5

Receive Stock. 7

Issue Stock. 8

Move Stock. 9

Certify Items. 10

Cycle Count. 11

Scanner Issue. 12

Orders. 13

Search Orders. 13

View Purchase Orders. 14

View Work Orders. 15

View Shipping Orders. 16

Leasing. 17

View Leases. 17

Lease Stock. 18

Lists and Definitions. 20

Add Customer. 20

Customer Record Fields. 21

View Customers. 22

Utilities and Settings. 23

Package Tracking. 23

Audit Trail 25

Error Log. 26

Settings. 26

 



 

Inventory Pro – Mobile

                The
Inventory Pro Mobile Application allows you to work with and manage your
inventory on the warehouse floor or out at the jobsite. It is a web application
designed with various caching and offline procedures built in, allowing you to
work both with and without an internet connection. If you make changes offline,
any transactions will post when you reconnect to the internet.

Available Functionality and Features:

             
Search
Inventory and Build Transactions

             
Issue/Move/Receive
Inventory

             
View
and Search through Orders

             
Issue
and Receive against Orders

             
Cycle
Counts of your Inventory

             
Item
Certifications/Inspections

             
Audit
Trail (History of Transactions)

             
Multiple
Warehouses and Locations

             
Support
for Images on Inventory/Orders *

             
Highly
Customizable Framework

             
Wide
Variety of User and Group Permissions

             
Various
Caching and Offline Functionality

                The application has a wide
variety of features outside of the above. Please look below for a more in depth
overview.

 

* – This
feature is currently under development and is being expanded to incorporate
orders.

 

 

 

 

 

 

 

 

 

Logging In

You can access Inventory Pro Mobile
by first accessing your IPOL webpage on your mobile device or on the Google
Chrome, Safari, or Mozilla Firefox browsers on your computer and then clicking
on Utilities and then on Inventory Pro Mobile. You will see the following
screen:

Here you can log in to Inventory
Pro Mobile. Type in the username and password for your IPOL account. You will
then be able to access Inventory Pro Mobile.

The
first screen that you will arrive at is the Warehouse Selection screen (shown below).

 

This
page allows you to select with which warehouse you will be working. Click on
the “Select Warehouse…” button to open a dropdown menu from which you can choose
a warehouse. You can also narrow your search for a warehouse by typing in the
Filter field. Unlike in Inventory Pro Online, you cannot use wildcards in your
search; instead, the dropdown menu will show all warehouses containing the text
in the Filter field anywhere in their names. Once you have selected a
warehouse, you will have access to all of the features of Inventory Pro Mobile.
Note that you will only be able to access the inventory of the warehouse that
you chose on this screen. You can return to this screen at any time by clicking
on the “Back” button on the main menu to select another warehouse.

 



 

Inventory Management

The Inventory Management menu in Inventory Pro Mobile
allows you to view and manage items that you have in stock. You can use the
options in the Inventory Management menu to search for, receive, and issue
stock as well as perform cycle counts and other inventory functions. 

Search Inventory

Inventory Management → Search
Inventory

You can use this screen (shown
above) to search through your inventory in the warehouse that you selected
after you logged in to locate specific items (or leave all search fields blank
to view all items in that warehouse’s inventory). To search for an item:

1.      
Click
on Inventory Management and then on Search Inventory.

2.      
Use
the dropdown menus in the Field column to select by what fields you wish to
filter your inventory.

3.      
Enter
the data for which you want to search into the Filter: column.

·        
Note
that Inventory Pro Mobile does not use wildcards, so the search will return all
items that have the data in the Filter: column in the appropriate field,
regardless of whether that data is in the beginning, middle, or end of the
field. For example, if you were to search with “2” in the Filter: column and
Item ID in the Field column, you would see items with item IDs of 22, 250,
3620, and 702 in your search.

·        
You
can leave all of the fields in the Filter: column blank to show all items in
the warehouse that you selected earlier

4.      
You
can add additional lines to add additional search criteria by clicking on the +
icon in the +/- column in the first row.

5.      
You
can click on the – icon in the +/- column in any row other than the first to
remove that line.

6.      
Click
on the “Search” button to view the Inventory Catalog.

 

Inventory Catalog

Inventory Management → Search
Inventory → “Search” Button

This page allows you to view the
items that you have in stock as well as add those items to the Pending
Transactions page. To access and use the inventory catalog:

1.      
Perform an inventory search for the items that you
wish to view as described above.

2.      
The Inventory Catalog will appear, filtered by the
criteria that you selected on the Inventory Search page.

3.      
On this page, you can view a description; image,
serial and RFID number; available stock level; and unit of measure (which is to
the right of the available stock level) for any item that fits the search
criteria that you chose earlier. You can view more details by clicking on the
“View Details” button at the top of the screen and then clicking on the record
about which you want to view more details.

4.      
You can add an item to the Pending Transactions screen
by clicking on the “Add to Pending” button and then clicking on the item that
you wish to add to the Pending Transactions screen.

Pending Transactions

Any Page (other than View Leases) →
“Pending Transactions” Button

1.      
You
must add items to the Pending Transactions page before using it. To do so,
follow the instructions in the Inventory Catalog section of the manual on the
proceeding page.

2.      
Click
on the “Pending Transactions” button on any page (other than View Leases, which
has different buttons at the top of the screen).

3.      
You
can make changes to the items on the Pending Transaction page by clicking on
the + icon next to their item ID. Once this is done, you can make other changes
to the pending transaction as described below.

·        
By
default, when an item is added to the Pending Transactions page, the all
instances of the item are added to the page. To change the quantity of units
involved in the transaction, change the value in the Units: field to the
appropriate level.

·        
You
can write notes about the units on the transaction by typing them into the
Notes: field.

·        
Click
on the checkbox to the left of the Remove this item field and then click on the
“Remove Selected” button to remove that item from the pending transaction
completely.

4.      
Click
on the “Submit” button when you have chosen the details of the pending
transaction to your satisfaction.

5.      
You
can now chose the type of transaction that you wish to perform.

·        
To
put units in transit, click on the “Put Units In Transit” button. This will
bring up a new window on which you can select the warehouse and location to
which you are transiting the items using the dropdown menus in the Warehouses:
and Location: fields, respectively. Once you have selected the warehouse and
location to which you are transiting the items, click on the “Place Units In
Transit” button to place the units in transit.

·        
To
move units between locations within a warehouse, click on the “Move Units”
button. This will take you to a new window on which you can select the location
to which you are moving the items by clicking on the dropdown menu in the
Location field. Once you have selected the location to which you are moving the
items, click on the “Move Units” button to move the units to the new location.

·        
To
issue units, click on the “Issue Items” button. This will take you to a new
window on which you can select a reason code for the issue. Once you have selected
a reason code, click on the “Issue Items” button to issue the items.

·        
To
certify or inspect items, click on the “Certify Items” button. (Note that the
items on the Pending Transactions page must have RFID tags in order to certify
them.) This will take you to a new window on which you can select whether the
items are being certified or inspected and whether they passed or failed by
using the dropdown menus in the Type: and Status: fields, respectively. You can
also enter notes, the date of certification, and RPM/TL information by typing
in the appropriate fields. Once you have finished adding information about the
certification or inspection, click on the “Certify Items” button.

·        
Click
on the “Clear Pending Lines” button to clear the Pending Transactions screen.

 

Receive Stock                    

Inventory Management → Receive
Stock

This page allows you to receive
stock directly into your inventory. To use this page:

1.      
Click on Inventory Management and then on Receive
Stock.

2.      
Select the item with the inventory levels that you
wish to adjust by using the dropdown menu in the Item ID / Desc: field.

·        
You can search for a certain item ID or description by
typing in the Filter: field. This field is the same as the Filter: field described
in the Search Inventory section of the manual.

3.      
Select the location to which the item will be received
by using the dropdown menu in the Location field.

4.      
Select the reason for the receipt using the dropdown
menu in the Reason: field.

5.      
Enter the number of units to be received in the Units:
field.

6.      
If you are receiving an item that has serial numbers,
you can enter a serial/lot number for the items being received in the
Serial/Lot: field.

7.      
 Click on the
“More Options” button to show more fields (which are not visible by default,
but are visible in the picture above for informational purposes). You can use
these fields to enter an RFID number, reference, unit cost, and any remarks
that apply to the items being received in the appropriate fields. Note that once
you select an item to be received, the Unit Cost field will automatically fill
with that item’s cost, although you can still manually adjust the cost.

8.      
Click on the “Receive” button to receive the items
into your inventory.

Issue Stock                  

Inventory Management → Issue
Stock

This page is much like the Receive
Stock page. However, instead of directly adding items to your inventory, it
directly removes items that you have in stock. To use this page:

1.      
Click on Inventory Management and then on Issue Stock.

2.      
Select the item with the inventory levels that you
wish to adjust by using the dropdown menu in the Item ID / Desc: field.

·        
You can search for a certain item ID or description by
typing in the Filter: field. This field is the same as the Filter: field described
in the Search Inventory section of the manual.

3.      
Select the location from which the item will be issued
by using the dropdown menu in the Location field.

4.      
Enter the number of units to be issued in the Units:
field.

5.      
If you are issuing an item that has serial numbers,
you can enter a serial/lot number for the items being received in the
Serial/Lot: field.

6.      
Select the reason for the issue using the dropdown
menu in the Reason: field.

7.      
Click on the “More Options” button to show more
options (which are not visible by default, but are visible in the picture above
for informational purposes). You can use these fields to enter an RFID number,
reference, net weight, and any remarks that apply to the items being issued in
the appropriate fields. Note that once you select an item to be issued, the
Unit Cost field will automatically fill with that item’s cost, although you can
still manually adjust the cost.

8.      
Click on the “Issue” button to issue the items from
your inventory.

Move Stock                        

Inventory Management → Move
Stock

This page allows you to move stock
between different locations within a warehouse. If you wish to move stock
between warehouses, you will have to use the Pending Transactions screen to
place the units in transit. To use this page:

1.      
Click on Inventory Management and then on Receive
Stock.

2.      
Select the item that you wish to move by using the
dropdown menu in the Item ID / Desc: field.

·        
You can search for an item by using the Filter: field.
This field works in the same way as the Filter: field described in the
Inventory Search section of the manual.

3.      
Select the location from and to which you are moving
the items by using the dropdown menus in the From Location: and To Location:
fields, respectively.

4.      
Enter the number of units that you are moving in to
the Units: field.

5.      
If applicable, enter a Serial/Lot number and RFID
number into the Serial/Lot: and RFID: fields, respectively.

6.      
Enter a reference into the Reference field, if
applicable.

7.      
Click on the “Save” button to add this item to the
order to be moved.

8.      
Repeat steps 2-7 for all of the items that you wish to
move.

9.      
Once you are finished adding all of the items that you
wish to move, click on the “Review” button at the top of the screen. This will
take you to a page on which you can review the items to be moved.

10.   
You can click on the + icon next to an item ID to view
the details for that item record. While viewing the details for an item record,
you can cancel moving an item by checking the Remove this item checkbox and
then clicking on the “Remove Items” button.

11.   
Once you are finished reviewing your order, click on
the “Finalize Move” button. This will take you to a page on which you can move
the items by clicking on the “Finalize Move” button or clear the move items
screen by clicking on the “Clear Move Lines” button.

Certify Items                      

Inventory Management → Certify
Items

This page allows you to quickly
perform item certifications and inspections. Note that in order to certify an
item, that item must have an RFID number. To certify items using this page:

1.      
Click on Inventory Management and then on Certify
Items.

2.      
Enter the RFID number for the item that you are
certifying or inspecting in the Item RFID: field.

3.      
Select the item ID of the item that you are certifying
or inspecting by using the dropdown menu in the Item ID / Desc: field.

4.      
Select whether the item passes or fails the
certification or inspection by using the dropdown menu in the Status: field.

5.      
Select whether the item is being certified or
inspected by using the dropdown menu in the Type: field.

6.      
Enter the date of the certification in the Date:
field.

7.      
Enter the RPM/TL or any notes in the RPM/TL: and
Notes: fields, respectively.

8.      
Click on the “Certify” button to complete the
certification or inspection.

Cycle Count                        

Inventory Management → Cycle
Count

This page allows you to perform a
cycle count.  Cycle counts allow you to
make adjustments to the stock levels of large numbers of inventory items within
a warehouse faster than creating large numbers of direct issues and direct
receipts. To use cycle counts:

1.      
Click on Inventory Management and then on Cycle Count.

2.      
Select the item with stock levels that you wish to
update by using the dropdown menu in the Item ID / Desc: field.

·        
You can search for an item by using the Filter: field.
This field works in the same way as the Filter: field described in the
Inventory Search section of the manual.

3.      
Select the location of the item with the stock levels
that you are adjusting by using the dropdown menu in the Location: field.

4.      
Enter the number of units of the item present in your
inventory in the Units: field.

5.      
Enter the serial or lot number for the item in the
Serial/Lot Number: field, if applicable.

6.      
Enter the RFID number for the item in the RFID: field,
if applicable.

7.      
Click on the “Save” button.

8.      
Repeat steps 2-7 until you have set the correct
quantities of all items that you wish to adjust.

9.      
Once you are finished adding all of the items with
stock levels that you wish to adjust, click on the “Review” button at the top
of the screen. This will take you to a page on which you can review the items
with stock levels that are to be adjusted.

10.   
You can click on the + icon next to an item ID to view
the details for that item record. While viewing the details for an item record,
you can remove an item from the cycle count by checking the Remove this item
checkbox and then clicking on the “Remove Items” button.

11.   
Once you have reviewed the cycle count to your
satisfaction, click on the “Submit” button.

12.   
Click on the “Submit Count” button to make changes to
your inventory based on the results of the cycle count or click on “Close Cycle
Count” to end the cycle count without making changes. You can also click on the
“Clear Pending Lines” button to clear the lines of the cycle count and start
over.

 

 

 

 

 

 

 

 

 

 

Scanner Issue

Inventory Management → Scanner
Issue

This page allows you to enter an
item ID, serial number, or RFID number and immediately issue the items to which
that item ID, serial number, or RFID number belongs. To perform a scanner
issue:

1.      
Click on Inventory Management and then on Scanner
Issue.

2.      
Enter the item ID, serial number, or RFID number that
identifies the item that you wish to issue into the Scan: field. If you enter
an item ID, one instance of that item will be added to the scanner issue.

3.      
If you wish, you can click on the “Review” button to
review the scanner issue before you issue the items. On this page, you can
click on the + icon next to an item ID to view the details for that item
record. While viewing the details for an item record, you can cancel issuing an
item by checking the Remove this item checkbox and then clicking on the “Remove
Items” button or change the number of items to be issued by typing the number
of units that you wish to issue in the units field and then clicking on the
“Save Changes” button.

4.      
Click on the “Issue” button to issue the goods from
your inventory or click on the “Cancel” button to clear the screen.

Orders

Search Orders

Orders → Search Orders

This page works much like the Search
Inventory page but works with orders rather than with inventory. You can use it
to view all purchase, shipping, or work orders by leaving all criteria blank or
view a filtered list of orders by entering search criteria into the fields on
this page. To use the Search Orders page:

1.      
Click on Orders and then on Search Orders.

2.      
Click on the button for the type of order that you
wish to view (the “Purchasing” button for purchase orders, the “Shipping”
button for shipping orders, or the “Work Orders” button for work orders).

3.      
Enter the order number in the Order Number field.

4.      
Enter the status of the order that you wish to view by
using the dropdown menu in the Status: field or select All in the dropdown menu
in the Status: field to show all orders of the given type.

5.      
Select either the customer to whom the order is being
shipped (for a shipping or work order) or the vendor with whom the order was
placed (for a purchase order) using the dropdown menu in the Customer: or
Vendor: field, respectively.

6.      
Click on the “Search” button to bring up a list of
orders of the type that you selected filtered based on the settings that you
chose on this page. This page functions in the same way as the View Purchase
Orders, View Shipping Orders, or View Work Orders page described below (what
page specifically is based on which type of order you selected on the Search
Orders page).

View Purchase Orders

Orders → View Purchase Orders

This page
allows you to view an unfiltered list of all purchase orders in your system
that have the current warehouse selected as the destination to which goods will
be shipped. You can search for a purchase order on this page by typing the
criteria by which you want to search into the Search this Page… field. Note
that searching will return all orders with the search criteria somewhere in their
record. For example, if you search for 25, you might see an order with order
number 00258, another with 25 items received, and another that was ordered on
6/25/2017. Therefore, be as specific as possible in selecting search criteria,
as otherwise your search may contain more results than you intended.

View Work Orders

Orders → View Work Orders

This page
allows you to view an unfiltered list of all work orders in your system that
use goods from the current warehouse. You can search for a work order on this
page by typing the criteria by which you want to search into the Search this
Page… field. Note that searching will return all orders with the search
criteria somewhere in their record. For example, if you search for 25, you
might see an order with order number 00258, another with 25 items received, and
another that was ordered on 6/25/2017. Therefore, be as specific as possible in
selecting search criteria, as otherwise your search may contain more results than
you intended.

View Shipping Orders

Orders → View Shipping Orders

This page
allows you to view an unfiltered list of all shipping orders in your system
that have the current warehouse selected as the location from which goods will
be shipped. You can search for a shipping order on this page by typing the
criteria by which you want to search into the Search this Page… field. Note
that searching will return all orders with the search criteria somewhere in
their record. For example, if you search for 25, you might see an order with
order number 00258, another with 25 items received, and another that was
ordered on 6/25/2017. Therefore, be as specific as possible in selecting search
criteria, as otherwise your search may contain more results than you intended.

Leasing

View Leases

Leasing → View Leases

This page allows you to view items
that you have already leased, return or issue leased items, and add new leases.
To use this page:

1.      
Click on Leasing and then on View Leases.

2.      
Select the customer whose leases you want to view or
modify using the dropdown menu in the Customer: field.

3.      
On this page, you can return the items on a lease to
your inventory or issue them permanently to the customer. Check the checkbox in
the Use field next to the lease that you want to return or issue and then click
on the “Return” or “Issue” button to return or lease the items, respectively.

·        
You can click on the “Select All” or “Deselect All”
buttons to check or uncheck the checkbox in the Use field for all leases for
the selected customer.

4.      
Click on the “Add” button to go to the Lease Stock
page (described below), on which you can add new leases.

Lease Stock

Leasing → Lease Stock

Leasing → View Leases →
“Add” Button

 

 

This page allows you to lease items
in your inventory to customers temporarily. Unlike issuing items, items that
are leased to customers can be returned (although they can also be permanently
issued). To add a new lease:

1.      
Click on Leasing and then on Lease Stock or on View
Leases.

2.      
If you clicked on View Leases in step one, click on
the “Add” button; otherwise, ignore this step.

3.      
Select the item that you wish to lease by using the
dropdown menu in the Item ID / Desc: field. You can use the first Filter: field
from the top of the page to search for the item that you wish to lease. This
Filter: field works the same way as the Filter: field on the Search Inventory
page.

4.      
Select the location from which you are leasing the
item by using the dropdown menu in the Location: field. Note that this field
will automatically fill with a location at which the item that you are leasing
is stored once you have selected an item. As well, you will only be able to
select locations at which the item that you are leasing is stored in this
field.

5.      
Enter the number of units to be leased in the Units: field.

6.      
Enter the serial or lot number of the units that you
are leasing in the Serial/Lot: field, if applicable.

7.      
Select the customer to whom you want to lease the
items by using the dropdown menu in the Customer: field. You can use the second
Filter: field from the top of the page to search for the customer to whom you
want to lease. This Filter: field works the same way as the Filter: field on
the Search Inventory page.

8.      
Enter the date on which you expect the items to be
returned in the Return Date: field. Click on the month, day, or year in this
field to adjust that number. You can either type directly into the field or use
the arrows on the right side of the field to adjust the selected number. If you
type into the field, once you have entered the correct number of digits for one
number, the number immediately to the right will automatically be selected.

9.      
You can click on the “More Options” button to access
additional options about the lease.

10.   
If you clicked on “More Options”, you can enter an
RFID number in the RFID: field or enter a reference in the Reference: field.

11.   
Click on the “Lease” button to lease the selected
items to the selected customer or click on the “Cancel” button to clear the
screen

Lists
and Definitions

Add Customer

Lists and
Definitions →
Add Customer

This page allows you to add new
customers into your system. You can use these customers when leasing and
shipping and can view them on the View Customers screen. To add a new customer:

1.      
Click on Lists and Definitions and then on Add Customer.

2.      
Fill out the fields as described in the Customer Record Fields table
below. You must fill out fields marked with a star and may not fill out grayed
out fields with a lock symbol next to them.

3.      
Click on the “Save” button to add the customer to your customer list
or click on the “Cancel” button to clear the page.

 

 

Customer Record Fields

This is not a page in Inventory Pro Mobile; instead,
it is a helpful reference when adding customers. Since it would be unwieldy to
put all of this information in instruction format twice (once for the Add
Customer page and once for the View Customers page), this table has been
included to concisely list all of the data available on the Add Customer and
View Customers screens.

Label

Description

Customer ID

This field contains a unique value
for this customer or department. Enter a code or abbreviation of their name
to identify this customer when choosing from the list.

Company Name

Enter the name full of the
customer’s company in this field.

Primary Contact

This field shows the main person
at the customer who deals with your company. You can use the Admin Options
page in IPOL (not accessible on mobile) to have these contact fields display
on a shipping order when an order is placed and the customer is selected as a
ship to. This is used to confirm that only authorized personnel call in
orders.

Primary Contact Title

This field displays the title of
the primary contact.

Address and Related

This field shows the customer’s
mailing address.

Phone/Fax

This field contains the customer’s
telephone and fax numbers.

Email

This field lists the email address
of your primary contact. An email will automatically be sent to this address
when an order is regarding this customer is created, shipped, or canceled.

Notes

This field gives you extra space
to type more notes about the customer.

Terms

Use this field to set a default
payment term with this customer. Each time you ship an order to this
customer, the invoice will reflect the payment term that you select here. You
can select other payment terms on individual shipping order.

Ship Via

Use this field to set a default
method of transportation that the customer prefers. Each time they enter an
order, this ship via will populate on the shipping order. You can override
this on an order when desirable.

Loading Hours

This field allows you to enter the
customer’s loading hours.

Supplier

If there is a supplier assigned to
the customer, selecting it in this field this will allow filtering based on
suppliers items on an order.

Location of

This field is used when bill to
addresses and ship to addresses are linked. When you select another customer
ID in this field, it indicates that this customer is a ship to address of the
bill to customer in this field.

Discount

This field shows the discount
percentage for the customer, if applicable.

Customer Logo

You can use this field to select a
logo for the customer. When shipping documents are printed, it will reflect
this logo.

Price Level

This field determines which price
level the customer uses (for example, if you set it to 2, the customer’s
price for an item will be the number listed in the Price 2 field on the Item
Master List). Note that price levels can only be altered in Inventory Pro
Online and not Inventory Pro Mobile.

Sales Representative

This field allow you to assign
salespeople to customers. These fields are referencing the “Users” list.

View Customers

Lists and Definitions → View
Customers

 

This page allows you to view
customer records. To use this page,

1.      
Click on Lists and Definitions and then on View
Customers.

2.      
You can now view your customers. If you want to
navigate between pages, click on the “Previous” and “Next” buttons at the top
of the screen.

3.      
You can view a customer record in more detail by
clicking on it. This will take you to a page on which you can view and edit all
of the fields described in the Customer Record Fields table above (except for a
few fields such as Created By, which cannot be edited).

Utilities and Settings

Package Tracking

Utilities and Settings → Package
Tracking

This page allows you to track
packages and list important information about packages, such as whether or not
goods were damaged. To use this page:

1.      
Click on Utilities and Settings and then on Package
Tracking.

2.      
Enter the date on which the package was received in
the Received Date field. Click on the month, day, or year in this field to
adjust that number. You can either type directly into the field or use the
arrows on the right side of the field to adjust the selected number. If you
type into the field, once you have entered the correct number of digits for one
number, the number immediately to the right will automatically be selected.

3.      
Select the carrier of the package by using the
dropdown menu in the Carrier: field. (Note that this does not use the Carriers
list in Inventory Pro Online but contains only preset values).

4.      
Enter the bill of lading or tracking number in the
BOL/Tracking #: field.

5.      
Enter the shipper or supplier in the Shipper/Supplier:
field.

6.      
Select the employee who received the goods by using
the dropdown menu in the Recipient: field. You can use the Filter: field to
search for an employee to enter into this field.

7.      
Enter the name printed on the package in the Printer
Name: field.

8.      
Enter the number of packages to which this package
tracking applies in the Number of Packages field.

9.      
If a package is subject to recount upon receipt, click
the “Yes” button in the Subject to Recount field; otherwise, click on the “No”
button in that field. Note that the “Yes” button is clicked by default.

10.   
If a package is damaged or has a shortage or overage,
click the “Yes” button in the Damaged:, Shortage:, or Overage: field,
respectively; otherwise, click on the “No” button in those fields. Note that
the “Yes” button is clicked by default in all of these fields.

11.   
You can enter notes about damage, shortages, and
overages into the Damaged:, Shortage Notes:, and Overage Notes: fields,
respectively.

12.   
Click on the “Track” button to track the package or
click on the “Cancel” button to clear the screen.

Audit Trail

Utilities and Settings → Audit
Trail

This page shows a list of all
transactions that have occurred in Inventory Pro Mobile. This page can be
accessed by clicking on Utilities and Settings and then on Audit Trail. You
cannot edit any records on this page, although you can view the item involved
in the transaction, the type of transaction, on what page in Inventory Pro
Mobile the transaction was made, and from and to where the goods were moved in
the transaction. You can select how far back you want to see into your
transaction history by using the dropdown menu at the top right of the screen.
You can navigate around the Audit Trail by clicking on the “Previous” and
“Next” buttons to change what page you are viewing.

Error Log

Utilities and Settings → Error
Log

 

This page contains a list of errors
that have been generated in IPOL. It can be accessed by clicking on Utilities
and Settings and then on Error Log. You cannot edit anything on this page,
although you can view who caused an error, when it occurred, and details about
what the error was. You can navigate around this page by clicking on the
“Previous” and “Next” buttons to change what page you are viewing.

Settings

Utilities and Settings →
Settings

This page allows you alter a few
settings in Inventory Pro Mobile. You can enter your printer name into the
Printer Name: field. You can also select whether or not you want to use
signatures by checking or unchecking the Use Signatures (Session): checkbox,
respectively. Click on the “Save” button to save your settings once you are
finished editing them. If you wish to alter additional settings, use the Admin
Options page in Inventory Pro Online.

 

 

 

 

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