The Order/Valuation Counts by Barcode screens in Compeat Mobile allow you to take inventory by scanning barcodes. You can also use this feature to add new UPC's to your system without having to manually enter them in Compeat see Assigning New UPCs).
When you scan a barcode, if you have the barcode defined, either on a restaurant level or enterprise-wide level, the system will load the item and you can enter the quantity. If no barcodes are defined in either Restaurant Inventory Items or Master Inventory Items, you will be prompted to add the barcode.
Note: There is an important difference in the way that items are handled when entered by barcode rather than by position. Items entered through the "...by Position" screens replace any previous mobile counts, while items entered through the "...by Barcode" screens are added to previous mobile counts. Because newly entered numbers are added to previous numbers, if an error is made when counting by barcode, you must correct the error in the Counts by Position screen.
Important: If you select a location that does not have any counts, you will receive a dialog box asking whether to assume 0 for uncounted items.
Answering Yes will set all items to 0 for the selected location. If you do not count an item (for example if it has been depleted from inventory), its inventory count will be zero. You would generally want to use this option if you are doing a complete inventory count.
Answering No will leave uncounted items at the previous count number. This would be useful if you are doing a partial inventory and don't intend to count some of the inventory in the location.
The Cts by Barcode screen has the following options:
Location Select a location from the drop-down list. The locations available are those set up in Compeat Locations. A location must be selected before you can scan. If you scan an item that was not setup in Compeat for the location you have selected, you will be notified and given the option to add the item to the location.
UPC Code The UPC is displayed after scanning, or can optionally be entered manually. If you scan a UPC that has not been entered in Compeat, you will be given the option to add it (see Assigning New UPCs).
Qty Enter a quantity in this field using the mobile device keypad. Press Enter on the key pad or click Continue when you have finished entering the quantity to save the quantity continue counting.
Enter Click Enter after each entry to save it and continue. Alternatively, you can press Enter on your mobile keypad.
Ok Click OK to close the screen and save changes.
Cancel Clicking Cancel will close the screen and discard changes.
To update your inventory by scanning barcodes using Compeat Mobile, follow these steps:
Transfer data from Compeat to Compeat Mobile (see Transferring Data).
Open the Order/Valuation Cts by Barcode screen.
Select a location from the drop-down list.
Scan a barcode. The UPC will display in the UPC Code field, with the item description beneath.
Enter a quantity and then press Enter on the mobile keypad. Information on the entry will be displayed and you can continue scanning.
When you are done taking inventory, click Ok to close the screen and save changes.
Go to File and select Export, or close Compeat Mobile (this will generate an updated inventory data file).
Dock the mobile computer to transfer data from Compeat Mobile to Compeat (see Transferring Data).
Your updated inventory counts will appear in either the Order Counts or Valuation Counts screen.
(Optional) clear counts after confirming successful import into Advantage. See Suggestions for Success.