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Hardware Add-ons 101

Hardware Add-ons 101. Tammi Frank and Leslie Reese. Why should I get Signature Capture?. Save time no filing of invoices! no retrieving of filed invoices! Save money No more 3- or 4-part invoices to have printed! Ability to Fax/Email Invoices from the system with a signature!

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Hardware Add-ons 101

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  1. Hardware Add-ons 101 Tammi Frank and Leslie Reese

  2. Why should I get Signature Capture? • Save time • no filing of invoices! • no retrieving of filed invoices! • Save money • No more 3- or 4-part invoices to have printed! • Ability to Fax/Email Invoices from the system with a signature! • Ability to Fax/Email Statements

  3. Testimonials The Cincinnati group has been using Signature Capture in their four stores since the end of April and has never looked back. This huge step in technology has improved their business efficiencies and also presents a more progressive company image to their customers. Simply eliminating the multi-part form saves an incredible amount of time and reduces the cost per transaction.

  4. Does using signature capture really save that much time? 1) Invoices no longer have to be physically sent to the main store. 2) The multi-part form does not have to be separated. 3) There is no longer an internal copy that needs to be put in numerical order and filed. 4) The customer copies no longer have to be alphabetized and mailed. Signature capture allows for fewer errors, each piece of paper is handled only once. When using the old system a single form could be handled up to as many as six times. Cincinnati is emailing or faxing invoices to 15-20% of their customers and currently working towards having the top 20% of their customers switched by the end of January.

  5. What about a customer service point of view? · Invoices can be transmitted overnight. · Job costing can be done quickly and accurately. · E-mailing invoices has been extremely reliable. When Accounts Payable receives a call from a customer requesting a signed copy of an invoice, they can retransmit a copy to the customer while on the phone. This simple request no longer requires digging through carbon copies that may have been misfiled. Their efforts to move towards a paperless system saves labor costs, paper, envelopes, postage, printer ink, wear and tear on office equipment and storage space.

  6. Signature Capture Vs. 3-part Invoice Cost Comparison http://dst.sitemax.com/SigCapCostCompare.asp

  7. What equipment do I need to have? • Signature Server • IBM Service Options • Installation Software • Laser Printers • Signature Capture Pad kits • Signature Capture Pad Stands • Battery Backup • Tape Backup Software

  8. Who will install it? • We will do the install with you remotely • Or, if you’re uncomfortable, we can send someone from DST to your location.

  9. How much will it cost? • Signature Server • IBM Service Options • Installation Software • Laser Printers • Signature Capture Pad kits • Signature Capture Pad Stands • Battery Backup • Tape Backup Software • On-site Labor • Travel Expenses

  10. How do I use it? • Setting up parameters • Company - Menu 35.12 • Port - Menu 35.13 • At the Counter • Collecting Signatures • Printing invoices • Menu 1 • 1.30 – Reprint invoice on plain paper • 1.31 – Reprint Signature Capture Invoice • 1.32 – Fax invoice with signature capture • 1.33 – Email selected invoices screen

  11. How do I use it? • Menu 1.20 – Signature Capture Menu • 1.20.4 – Fax Yesterday’s Invoices • 1.20.5 – Turn On/Off Signature Capture • 1.20.6 – Print Invoices by date, by customer • 1.20.7 – Update laser forms message lines • 1.20.8 – Phone Exchange Maintenance • 1.20.9 – Phone Local Maintenance • 1.20.21 – Email defaults maint screen. • 1.20.25 – Kill print job on laser printer • 1.20.27 – Scheduled EOD’s to print Invoices • 1.20.30 – Invoice email log report • 1.20.31 – EOD fax log update & Report • 1.20.32 – Manual fax log update & report

  12. Handhelds

  13. For Signature Capture • Deliveries • Scan the bar code on the pick/pack and have the customer sign.

  14. Download • Place handheld on cradle and wait for synchronization to complete. • Run menu path 1.35 – Upload Handheld Signatures

  15. Upload Handheld Signatures (M. 1.35) is going to ask you to Enter company number, after you enter the company number, press enter. • On the screen you will see a message about converting files.

  16. S3 Menu The S3 menu is what you are logging into on the Wireless Handheld device. Select 2 to access Stock Status Hand Held Menu 1. Scan Locations 2. Stock Status 3. Receiving 4. Precounts Enter 1-5 ?

  17. Stock Status WHSE 001 SCAN ITEM b10-120 Enter the Warehouse number, Then scan the item

  18. Stock Status Options at the top of the screen: 1=Change warehouse (toggles between all warehouses)2=Shows customer In Pick and Backorders3 = Shows last 3 receipts4 = Print a Label *Must have a system label printer on your computer (Printer assigned in Menu 34.9)Type the selection at the Scan Item prompt 1-W 2-IP/BO 3-POR 4-L WHSE-001************* LOC OH PO IP BO 1a1 44 0 7 0 1a1 1a1 ************* B10-120 083S DRYER ********************* SCAN ITEM __

  19. Stock Status 1-W 2-IP/BO 3-POR 4-L WHSE-001************* LOC OH PO IP BO 1a1 44 0 7 0 1a1 1a1 ************* B10-120 083S DRYER ********************* SCAN ITEM __ Displays the warehouse you are currently viewing Displays the warehouse locations

  20. Stock Status 1-W 2-IP/BO 3-POR 4-L WHSE-001************* LOC OH PO IP BO 1a1 44 0 7 0 1a1 1a1 ************* B10-120 083S DRYER ********************* SCAN ITEM __ Displays the On hand (OH) qty, the on order (PO) qty, In Pick (IP) qty and backorder (BO) qty in the currently selected warehouse Displays the part number and description.

  21. IP/BO SCREEN When you select option 2 to show the customer In Pick and Backorders, this is what is displayed on the screen. You will see the latest 4 pick/packs with the customer’s name, the order qty, the IP qty and BO qty. Press <enter> on the handheld device to get back to the stock status screen. ***TAMMI FRANK *** ORD=-1 IP=0 BO=0 ***HOWARD SERVICES*** ORD=3 IP=3 BO=0 ***CERTIFIED AIR C*** ORD=3 IP=3 BO=0 ***TAMMI FRANK *** ORD=1 IP=1 BO=0 SCAN ITEM <enter> Enter Button

  22. POR SCREEN When you select option 3-POR this is what is displayed on the screen. You will see the last three PO Receipts during the last 60 days. You will see the date & qty of the receipts. If the last three receipts were longer than 60-days ago, it will only show the last one, no matter how long ago it was. Press <enter> at the Scan Item prompt to get back to the stock status screen. 480 PARKER HANNIFIN C POR 04/04/05 QTY=25 480 PARKER HANNIFIN C POR 01/26/05 QTY=25 SCAN ITEM __

  23. Scan Locations Hand Held Menu 1. Scan Locations 2. Stock Status 3. Receiving 4. Precounts Enter 1-5 ? SCAN LOCATIONS ENTER WHSE 001 ENTER LOC 1A2 ENTER 1 2 3 OR 4 WHSE:001 LOC:1A2 ENTER 1 2 3 OR 4 1 B10-120 083S DRYER WLOC1 = 1A1 WLOC2 = 1a1 WLOC3 = 1a1 WLOC4 = WHSE:001 LOC:1A2 ENTER 1 2 3 OR 4 1 B10-120 083S DRYER WLOC1 = 1A1 WLOC2 = 1a1 WLOC3 = 1a1 WLOC4 = Select 1 – Scan Locations Enter the warehouse location to scan Scan the part number Select the location that you would like to replace with the new one; 1, 2, 3 or 4.

  24. BAR CODE RECEIVING BAR CODE RECEIVING Company#: 01 LN RCVR# PO# -- ----- --- 1 225473 01178091 Ln# or <enter> PROCESSING...# -- ----- --- ENTER PO (8N) :8091 Ln# or <enter> ENTER PO (8N) :01178922 SCAN ITEM OR 'E' B10120 B10-120 ***** 083S DRYER OPEN QTY = 1 QTY=1 WLOC=1a1 SCAN ITEM OR 'E' SCAN ITEM OR 'E' B10120 B10-120 ***** 083S DRYER OPEN QTY = 1 QTY=1 WLOC=1a1 SCAN ITEM OR 'E' SCAN ITEM OR 'E' B10120 B10-120 ***** 083S DRYER OPEN QTY = 1 QTY=1 WLOC=1a1 SCAN ITEM OR 'E' TOTAL RECEIVER QTY = 1 'C'ancel, 'END‘ 225477 UPDATED!! …The part number, description, open qty, scanned qty and warehouse location are displayed on the screen. Each time you scan the same item consecutively, the QTY will increase by one. Press <enter> on the handheld device. You will still need to pull the receiver up in 34.2 and Y*** to update on a regular PC. You will se the above, press ‘END’ on the handheld device. Then you will see your receiver number and the word UPDATED!! If starting a new receiver, enter the PO number, then press <enter> on the handheld device. You will see the word PROCESSING on the screen. Press <enter> First, scan the item… When you are finished scanning all of the items in, Press ‘E’ on the handheld device. Enter the line number of the receiver you would like to use, or press <enter> on the handheld device to start a new receiver.

  25. INVENTORY PRECOUNTS WHSE: 001 ENTER WLOC 1A1 -------------------- WHSE:001 WLOC:1A1 PRODUCT B10120 B10-120 083S DRYER 1 -------------------- WHSE: 001 ENTER WLOC 1A1 -------------------- WHSE:001 WLOC:1A1 PRODUCT B10120 B10-120 083S DRYER 1 -------------------- WHSE: 001 ENTER WLOC 1A1 -------------------- WHSE:001 WLOC:1A1 PRODUCT B10120 B10-120 083S DRYER 1 -------------------- WHSE: 001 ENTER WLOC 1A1 -------------------- WHSE:001 WLOC:1A1 PRODUCT B10120 B10-120 083S DRYER 1 -------------------- WHSE:001 WLOC:1A1 PRODUCT B10120 PRODUCT B10120 B10-120 083S DRYER 1 -------------------- WHSE:001 WLOC:1A1 PRODUCT B10-120 083S DRYER 2 -------------------- WHSE:001 WLOC:1A1 PRODUCT WHSE:001 WLOC:1A1 PRODUCT B10-120 083S DRYER 2 -------------------- WHSE:001 WLOC:1A1 PRODUCT END WHSE:001 WLOC:1A1 PRODUCT B10-120 083S DRYER 2 -------------------- WHSE:001 WLOC:1A1 PRODUCT END ENTER WLOC Enter or scan the warehouse location you are precounting. The warehouse number and warehouse location are displayed on the screen.Scan the barcode on the product and the part number, description and qty scanned are displayed. Enter the warehouse you are doing inventory precounts in. Scanning the same product again will increase the qty to 2 After scanning each location, press END on the handheld device and you will be brought back to the WLOC Prompt. If you are done scanning completely, press END again.

  26. Point of Sale (Counter) • Scan On • Scan Off

  27. Menu 34.1 Menu 34.2 Receiving POs YOU ARE NOT DONE Enter one or more PO numbers that you want to receive, pressing <enter> after each one. Scan the first item you wish to receive here. The part number, description, qty scanned (cumulative) Open qty (Qty open on the PO) and the warehouse location are displayed Enter: .Qty, ‘R’eview, ‘L’ables, ‘INQ’ or ‘END’Review:1 B10-120 QTY= 1 PO#=01178922 LN#=1 When finished receiving, press F1 to end. You will see the total quantity received on the PO, and can either Cancel, END to exit or <enter> to continue scanning. When you press end, you will see that your receiver is updated. THIS DOES NOT MEAN YOU ARE DONE!

  28. Order Verification

  29. Physical Inventory

  30. Barcode Cross-reference

  31. Printing Labels

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