The Order/Valuation Counts by Position screens in Compeat Mobile display a list of inventory items grouped by location and initially sorted by position, and allows you to manually enter counts of purchase unit and inventory unit quantities. These screens can also be used to review and/or edit counts taking by barcode scanning. When the mobile device is synchronized with Compeat Advantage on your PC, these updates will update the Order Counts or Valuation Counts screens of Compeat Advantage.
Note: There is an important difference in the way that items are added to inventory when entered manually rather than by barcode scanning. For this reason, items entered manually in the "...by Position" screens replace any numbers already entered, while items entered by scanning through the "...by Barcode" screens add to any previously entered numbers.
The Cts by Position screen has the following options:
Find Item Click on the icon in the upper left corner of the screen to open a search field that will allow you to search by item description.
Location Filter You can limit the items displayed to a particular location by selecting the location from the drop-down menu at the top of the screen, or select All to display all items.
Hot Items Check the Hot Items checkbox to filter the list to show only hot items.
Item List The main part of the screen displays a list of inventory items. You can sort this list in ascending or descending order of any header by clicking on the header title. To revert to the default sorting order, simply select something from the Location Filter. You can modify data in the Pur and Inv fields.
Details The details button will open a screen with additional information about a selected item. To view details of an item, click on it in the item list and then click Details.
Ok Click Ok to close the screen and save the changes you have made.
Cancel Clicking Cancel will discard any changes made in the current session and close the screen.
To update your inventory using Compeat Mobile, follow these steps:
Transfer data from Compeat Advantage to Compeat Mobile (see Transferring Data).
Open the Order/Valuation Cts by Position screen.
Enter quantities in the purchase unit or inventory unit fields or both, as appropriate.
Press Enter in the mobile keypad after each entry.
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 Advantage (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.