Introduction
This document describes the scanner settings for E-Mobile Sales, in menu System, E-WMS, Scanners,
Mobile Sales settings. This document is based on the functionality as per product update 408,
for E-WMS ASP.
Description
E-Mobile Sales can be used in two ways:
-
'Sales person' functionality: only create new
sales order, probably using the WMS RF service to read back the new orders
automatically. Sales orders are just created and will be picked and
delivered later.
-
'Point of sales' functionality: start
fulfillment immediately after reading back the new sales order, your
customer is at the desk and needs the delivery note and/or the invoice . In
this case you also need E-WMS-I in your license to be able to start
subsequent fulfillment and be able to handle any picking errors.
Once scanner settings are defined, these need to
be assigned to each device in menu System, E-WMS,
Scanners, Scanners. You can use one general settings profile for all
devices, or you can set up specific profiles per individual device.
After selecting menu System,
E-WMS, Scanners, Mobile Sales settings you can create a new
profile by pressing New, or edit an existing profile by using Open. You can only
delete profiles which are not linked to devices.
Name
Unique code referring to this settings profile (12
characters).
Description
Description of this settings profile (60
characters).
You can jump directly to a specific section:
Debtor data
Default debtor
You are able to configure a default debtor for the new sales orders. The
selected debtor number will be prefilled on the scanner when creating a new
sales order.
Enter debtor
When enabled, you are able to enter or change the (prefilled) sales order debtor
number on the scanner. You can browse in the list of debtors.
When disabled, the debtor number field is skipped for input on the scanner, when
a 'default debtor' (see previous setting) was configured. The debtor number is
still shown as information.
Show debtor name
When enabled, both the debtor number and debtor name are shown as information on
the scanner
When disabled, only the debtor number is shown on the scanner
Change invoice debtor
When enabled, the scanners offers an extra input field for 'invoice debtor', you
can browse in the list of debtors. After selecting, only the debtor number (not
the name) of the invoice debtor is shown on the scanning screen.
When disabled, the invoice debtor is not selected on the scanner, and the
default invoice debtor of the order debtor is applied after reading back
Change delivery debtor
When enabled, the scanners offers an extra input field for 'delivery debtor',
you can browse in the list of debtors. After selecting, only the debtor number
(not the name) of the delivery debtor is shown on the scanning screen.
When disabled, the delivery debtor is not selected on the scanner, and the
default delivery address of the order debtor is applied after reading back
Validate debtor
This setting was primary intended for 'offline' (Activesync) usage of E-Mobile Sales or
'Sales Transactions' on a scanner using the old 'CAB' client software, and when
master data of debtors would not be available or not up-to-date.
When enabled, entered debtor numbers are validated against available master
data.
When disabled, any debtor number can be entered, and is only validated when
reading the scanned back sales orders.
Logistical data
Default warehouse
You can prefill a default warehouse code on the scanner. This would have to
be combined with the next setting 'Change warehouse' configured to 'Default
value' or to 'Never'.
Change warehouse
This setting determines if the scanner user is able to enter or change a
warehouse code for the sales order to be created (and optionally also starting
fulfillment from). You have following choices:
- Default value: prefill the 'warehouse code'
scan field with the warehouse selected in previous setting 'Default
warehouse' and allow to change it
- Never: prefill the 'warehouse code' scan
field with the warehouse selected in previous setting 'Default warehouse'
but do not allow to change it (show only)
- Empty: do not prefill the 'warehouse code'
scan field and allow user input on the scanner
Default location
You can use and prefill a default fulfillment location on the scanner. This
is only to be used when you are also fulfilling the sales order immediate on
read back of the new sales order. In other cases, the order will be picked
(using E-WMS or not) later, and this location is then no longer used.
There is no browser for this field, since this location could be in any
warehouse. If entering a specific location you have to make sure this location
exists in all warehouses that can be used in Mobile Sales.
Add location
When enabled, the location can be changed or scanned while scanning a new order
line, but can also be left empty.
When disabled, the location is not scanned or visible while scanning a new order
line.
Only enable this setting when you are also starting fulfillment immediately
after reading back the new sales order.
Even after scanning item code, location and quantity there is no stock
validation on the hand terminal in Mobile Sales. This validation will be done on
reading back the sales order and when starting subsequent fulfillment - which
would cause the order line to move to 'picking error', which then needs to be
solved in Control Center Sales order fulfillment.
Default reference
You can enter a default reference to be used when scanning a new sales order,
this can be combined with next setting 'Enter reference'. This reference is used
for 'Your reference' and 'Description' when the sales order is created after
reading back.
Enter reference
When enabled, the scanner user can change or enter the order reference. The
value from previous setting 'default reference' will be used to prefill the
reference field on the scanner. When disabled, the order reference is not
visible and cannot be entered on the scanner. The value from 'Default reference'
is automatically used in the sales order.
Default selection code
You can configure a default selection code to be assigned to the new sales
order. You can select from the preconfigured Exact Globe Next selection codes.
Enter Selection code
When enabled, the scanner user can enter or select (browse) one of the existing
selection codes. The selection code can also be left empty. The selection code
is entered in the sales order 'opening' screen, before scanning the order lines.
Enter delivery date
When enabled, the scanner user can enter a specific order fulfillment date. The
input format of a date on the scanner depends on regional settings, but format
YYYY-MM-DD will work in most of the cases. The delivery date is entered in the
sales order 'opening' screen, before scanning the order lines, entry of a
fulfillment date is mandatory.
When disabled, the scanner user does not enter a delivery date. The order- and
order line fulfillment dates are set to 'today' when reading back and creating
the sales order.
Financial data
Default cost centre
It is possible to configure a specific cost centre to be linked to sales orders
created by Mobile Sales.
Enter cost centre
When enabled, the scanner user can enter or select (browse) one of the existing
cost centers. The cost centre is entered in the order 'closing screen', after
all lines are scanned, and can be left empty. When disabled, the scanner user
does not enter or see a cost centre.
Enter project
When enabled, the scanner user can enter or select (browse) an existing project
code. The project code is entered in the order 'closing screen', after all lines
are scanned. When disabled, the scanner user does not enter or see a project
code.
Project mandatory
When enabled, and previous setting 'enter project' is enabled, then entry of a
project code is mandatory.
Generic order data
Enter invoice code
When enabled, the scanner user can enter (or browse for) an invoice code. This
can be combined with next setting 'Default invoice code'. The invoice code
is entered in the order 'closing screen', after all lines are scanned. When
disabled, the scanner user does not enter or see an invoice code.
Default invoice code
You can enter a default invoice code to be used when creating sales orders after
reading back. This default invoice code will be prefilled on the scanner, and is
only applied when setting 'Enter invoice code' is also enabled, otherwise the
order invoice code will be empty.
Enter packages
When enabled, the scanner user can enter a total number of packages for the
order. 'Packages' is entered in the order 'closing screen', after all lines are
scanned, and is copied to the sales order 'Conditions' field 'Packages'.
Enter route code
When enabled, the scanner user can enter a route code for the sales order. This
code is entered in the order 'closing screen', after all lines are scanned, and
is copied to the sales order 'Conditions' screen.
Default route code
You can enter a default route code to be prefilled on the scanner, when setting
'enter route code' is enabled. When 'enter route code' is disabled, then the
route code will always be empty in the created sales order.
Default user
Does not apply to WMS ASP but to old 'CAB' functionality only. In the
general scanner settings a 'default picker' can be configured. With this
setting 'default user' you can indicate whether that setting also applies to
Mobile Sales. If not, the scanner will ask for a new value when you start a new
sales order.
Order line data
Validate item code
Does not apply to WMS ASP, but to old 'CAB' functionality only, when not
using RF. When you do not have access to item master data on a scanner,
you can disable validation of item codes while scanning. The item codes will
still be validated on read back of the orders. You cannot use WMS scan codes
when this setting is disabled, translation of scan codes to item codes is only
done on the scanner and not when reading back transactions. The two following
settings are also related to not having item master data available on the
scanner.
Display item description
Does not apply to WMS ASP, but to old 'CAB' functionality only. When disabled,
the item description is not shown on the scanner. When having no item master
data available (see previous setting 'Validate item code') then this setting can
also be disabled.
Enter serial/batch
This setting is applied two ways, depending whether you can use item code
validation or not.
When using WMS ASP or CAB 'RF'
When enabled, Mobile Sales will ask for an existing S/B number when scanning a
S/B item.
In CAB RF, the entered S/B number is not validated, also not when reading back
and creating the sales order. Stock is never checked in the old CAB scanner
client.
In WMS ASP, the stock is not checked on the scanner, but only when reading back
and starting fulfillment.
Entry of a serial/batch number is only required when:
- you start immediate fulfillment when reading back the sales orders, like
also entry of a location is then mandatory.
- you have sold specific S/B numbers and want these S/B numbers to be
filled in the created sales order line, and to be used in the fulfillment
process.
When disabled, a S/B number is not entered while scanning the new order, and
is decided later for S/B items in the fulfillment process.
When using CAB 'Activesync'
When you have no item master data available on the scanner, WMS does not know
if the scanned item is a batch-or serial item or not. When you cannot validate
item codes, you can still decide to disable this setting (when scanning mostly
non-S/B items) or enable this setting (when scanning mostly S/B items).
For every item scan, this setting will then be applied.
Default quantity
You can specify a default quantity to be prefilled on the scanner.
Minimum quantity
This setting determines the minimum quantity allowed to enter on the hand
terminal.
Maximum quantity
This setting determines the maximum quantity allowed to enter on the hand
terminal. This setting is intended to avoid errors on the hand terminal, like
scanning the item code in the quantity field by mistake.
Enter quantity
This setting is not supported in WMS ASP, where entry of quantity cannot be
disabled. For usage of 'Sales Transactions' in old 'CAB' client:
When enabled, the quantity can be entered, and a default predefined quantity can
be changed.
When disabled, the quantity cannot be entered, and the default quantity is
always applied (which should be set to value other than zero in that case).
Enter price
When enabled, you can enter a specific sales price per sales order line on the
scanner. This price is applied as 'net price' after reading back the sales
order. The price can be left empty on the scanner, then the default price is
still applied.
When disabled, a price is not entered on the scanner and the default price
conditions are applied when reading back.
Default cost unit
You can specify a default cost unit to be prefilled on the scanner, when 'Enter
cost unit' is enabled.
Enter cost unit
When enabled, the scanner user can enter or select (browse for) an existing cost
unit code. The cost unit can be prefilled with the 'default cost unit'. Entry of
the cost unit is not mandatory.
When disabled, the cost unit is not entered or visible on the scanner.
General
Screen layout
ASP and WMSclient only. Please read
this section for more information on 'screen layout'.
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